> ## Documentation Index
> Fetch the complete documentation index at: https://nectarclimate.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings

> Configure your personal, company, and organization settings.

<Tip>Need help in this area? See [Settings FAQ](/docs/platform/settings/faq).</Tip>

Open **Settings** from the sidebar footer. Settings opens on Personal → General and is organized into **Personal**, **Company**, and **Organization** sections. Company admins can also jump into many company pages from the **Company** item in the main sidebar (that shortcut does not list Data Quality — open Settings for the full company nav). Organization appears only if you have a billing profile.

## Personal

Personal settings that apply to your individual user profile.

<CardGroup cols={2}>
  <Card title="General" icon="user" href="/docs/platform/settings/personal-settings">
    Manage your name, password, display preferences (currency, date, decimal), and memberships.
  </Card>

  <Card title="Notifications" icon="bell" href="/docs/platform/settings/personal-settings#notifications">
    Choose channels, limit alerts to sites, and subscribe to an email digest.
  </Card>
</CardGroup>

## Company

Settings scoped to the company you are currently viewing. If your organization has multiple companies, use the company switcher to select which company to configure.

<CardGroup cols={3}>
  <Card title="General" icon="building" href="/docs/platform/settings/company-settings">
    Company name, fiscal year start month, data entry and product update notifications, and company lifecycle actions.
  </Card>

  <Card title="Members" icon="users" href="/docs/platform/settings/company-settings">
    Add and remove company members, and control admin and site access.
  </Card>

  <Card title="Sites" icon="location-dot" href="/docs/platform/settings/company-settings">
    Mega panel: General (tags, custom variables, add sites) and Individual Sites (per-site settings).
  </Card>

  <Card title="Data Collection" icon="database" href="/docs/platform/settings/data-collection">
    Collection rules, cost tracking, start month, bill forwarding, and default units.
  </Card>

  <Card title="Data Quality" icon="shield-check" href="/docs/platform/settings/company-settings">
    Bill Issues, Anomaly Detection, and Savings (when enabled for your company).
  </Card>

  <Card title="Waste" icon="trash" href="/docs/platform/settings/company-settings">
    Material routing — waste materials, streams, and processing rules for waste utility data.
  </Card>
</CardGroup>

Custom variable definitions live on **Sites → General** (not a separate settings nav item). See [Custom variables](/docs/platform/settings/custom-variables).

**Integrations** appears in Company settings when the company has an active export integration.

<Note>
  Custom statuses are not part of the current settings release. They will return in a future update.
</Note>

## Organization

Organization-wide settings that apply across all companies. Organization settings are only visible to users with an organization (billing profile).

<CardGroup cols={3}>
  <Card title="General" icon="building" href="/docs/platform/settings/organization-settings">
    Organization name, admin team, billing, usage, and invoices.
  </Card>

  <Card title="Developer" icon="code" href="/docs/platform/settings/organization-settings">
    API keys, webhooks, and white-label branding (when your workspace exposes developer tools).
  </Card>

  <Card title="Data Repository" icon="folder-open" href="/docs/platform/settings/organization-settings">
    Cross-company view of companies, connections, accounts, meters, and bills.
  </Card>
</CardGroup>

## Related pages

* [Sites](/docs/platform/sites/overview) — view and manage your sites from the main Sites page
* [Data Input — Connections](/docs/platform/data-input/connections) — manage the connections that feed data into your company
* [White label](/docs/platform/premium/white-label) — customize branding for invitations and customer-facing pages
* [For developers](/docs/platform/for-developers) — API key setup and developer onboarding

## FAQ

<AccordionGroup>
  <Accordion title="What's the difference between company and organization?">
    An **organization** can have multiple **companies**. Organization settings apply across all
    companies in your organization. Company settings are scoped to a single company. Think of the
    organization as the parent entity that manages billing, API keys, and cross-company data, while
    each company tracks its own sites, members, and utility data.
  </Accordion>

  <Accordion title="Who can access organization settings?">
    Users with an **organization** (billing profile) see the Organization section in settings. Within
    that section, org admins can manage team membership, billing, and cross-company configuration.
    Users without an organization only see Personal and Company settings. Site-only members see
    Personal plus **Sites** for sites they are assigned to.
  </Accordion>

  <Accordion title="How do I invite someone to my organization?">
    Go to [**Settings > Organization > General**](https://dash.nectarclimate.com/settings/organization/general)
    and click **Add organization member**. Enter their email. They become an organization admin with
    access to every company (including future companies). For company Admin, Editor, Viewer, or
    Site-only roles, use [**Settings > Company > Members**](https://dash.nectarclimate.com/settings/company/members)
    instead.
  </Accordion>
</AccordionGroup>