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

# Settings

> Configure your organization settings - profile, billing, modules, API keys, and more

# Settings

The Settings module allows you to configure all aspects of your organization. Manage your profile, billing, modules, API keys, branding, and various feature-specific settings.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-settings-page.png" alt="Organization settings page showing various configuration options" />
</Frame>

## Overview

Settings is where you customize your organization to match your needs. Configure everything from basic information to advanced integrations, billing, and module activation.

## Key Features

<CardGroup cols={2}>
  <Card title="Profile Settings" icon="user">
    Update organization name, description, logo, and basic information. Manage your organization's public profile.
  </Card>

  <Card title="Billing & Subscription" icon="credit-card">
    Manage subscription, view billing history, update payment methods, and manage your plan.
  </Card>

  <Card title="Module Activation" icon="toggle-left">
    Enable or disable add-on modules like Flight School, Skydiving, and Storage+. Control which features are available.
  </Card>

  <Card title="API Keys" icon="key">
    Generate and manage API keys for integrations. Control access to your organization's API.
  </Card>

  <Card title="Branding" icon="palette">
    Customize your organization's appearance with logos, colors, and social media links.
  </Card>

  <Card title="Feature Settings" icon="settings">
    Configure settings for specific features like accounting, calendar, hangar, and skydiving.
  </Card>
</CardGroup>

## Getting Started

<Steps>
  <Step title="Access Settings">
    Navigate to **Organization** → **Settings** from your dashboard sidebar.
  </Step>

  <Step title="Review Settings Sections">
    Settings are organized into sections:

    * **General** - Profile and basic settings
    * **Accounting** - Financial configuration
    * **Admin** - Administrative settings
    * **API Keys** - API access management
    * **Billing** - Subscription and payments
    * **Branding** - Visual customization
    * **Calendar** - Calendar configuration
    * **Hangar** - Aircraft settings
    * **Skydiving** - Skydiving-specific settings
    * **Logs** - Activity and audit logs

    <Frame caption="Settings navigation">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-settings-sections.png" alt="Settings page showing different sections" />
    </Frame>
  </Step>

  <Step title="Configure Essential Settings">
    Start with the most important settings:

    1. **Profile** - Set organization name and logo
    2. **Accounting** - Configure currency and tax
    3. **Modules** - Activate needed add-ons
    4. **Branding** - Customize appearance
  </Step>
</Steps>

## Profile Settings

### Basic Information

<Steps>
  <Step title="Update Profile">
    Go to **Settings** → **General** (or main Settings page).
  </Step>

  <Step title="Edit Organization Details">
    Update:

    * **Organization Name** - Your organization's name
    * **Description** - Brief description of your organization
    * **Type** - Organization type (club, school, business, etc.)
    * **Contact Information** - Email, phone, address
    * **Website** - Organization website URL

    <Frame caption="Profile settings">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-profile-settings.png" alt="Organization profile editing form" />
    </Frame>
  </Step>

  <Step title="Upload Logo">
    Add your organization logo:

    1. Click **Upload Logo**
    2. Select image file
    3. Crop/adjust as needed
    4. Save

    <Tip>
      Use a high-quality logo image. Recommended size is 400x400 pixels. Logo appears in shop, invoices, and other places.
    </Tip>
  </Step>

  <Step title="Save Changes">
    Click **Save** to update your organization profile.
  </Step>
</Steps>

### Social Media Settings

Link your social media accounts:

* **Facebook** - Facebook page URL
* **Instagram** - Instagram profile
* **Twitter/X** - Twitter/X handle
* **LinkedIn** - LinkedIn page
* **YouTube** - YouTube channel
* **Other** - Additional social links

Social media links appear on your public profile and shop page.

## Billing & Subscription

### Viewing Billing Information

<Steps>
  <Step title="Access Billing">
    Go to **Settings** → **Billing**.
  </Step>

  <Step title="View Current Plan">
    See your current subscription:

    * Plan name and features
    * Billing cycle (monthly/annual)
    * Next billing date
    * Plan limits (members, storage, etc.)

    <Frame caption="Billing dashboard">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-billing.png" alt="Billing page showing subscription details" />
    </Frame>
  </Step>

  <Step title="View Billing History">
    See past invoices and payments:

    * Invoice dates and amounts
    * Payment status
    * Download invoices
    * View transaction details
  </Step>
</Steps>

### Managing Subscription

<AccordionGroup>
  <Accordion title="Upgrade Plan">
    Upgrade to a higher tier:

    1. Go to **Billing** → **Plans**
    2. Compare available plans
    3. Select upgrade option
    4. Complete payment
    5. Plan upgrades immediately

    <Check>
      Upgrading gives you immediate access to new features and higher limits.
    </Check>
  </Accordion>

  <Accordion title="Downgrade Plan">
    Downgrade to a lower tier:

    1. Go to **Billing** → **Plans**
    2. Select lower plan
    3. Confirm downgrade
    4. Changes take effect at next billing cycle

    <Warning>
      Downgrading may result in loss of features or data. Review what will be affected before downgrading.
    </Warning>
  </Accordion>

  <Accordion title="Update Payment Method">
    Change your payment method:

    1. Go to **Billing** → **Payment Methods**
    2. Add new payment method
    3. Set as default
    4. Remove old method (optional)
  </Accordion>

  <Accordion title="Cancel Subscription">
    Cancel your subscription:

    1. Go to **Billing** → **Subscription**
    2. Click **Cancel Subscription**
    3. Confirm cancellation
    4. Access continues until end of billing period

    <Warning>
      Cancelled subscriptions lose access at the end of the billing period. Export important data before cancelling.
    </Warning>
  </Accordion>
</AccordionGroup>

## Module Activation

### Available Modules

Enable or disable add-on modules:

* **Flight School Add-on** - Training management features
* **Skydiving Add-on** - Skydiving-specific features
* **Storage+** - Enhanced storage capabilities

### Activating Modules

<Steps>
  <Step title="Access Module Settings">
    Go to **Settings** → **General** → **Module Activation** (or main Settings page).
  </Step>

  <Step title="Review Available Modules">
    See which modules are available:

    * Module name and description
    * Features included
    * Current status (active/inactive)
    * Subscription requirements (if any)
  </Step>

  <Step title="Activate Module">
    Toggle module to activate:

    1. Click toggle switch
    2. Confirm activation
    3. Module features become available
    4. May require subscription upgrade

    <Info>
      Some modules require a subscription upgrade. You'll be prompted to upgrade if needed.
    </Info>
  </Step>

  <Step title="Deactivate Module">
    To disable a module:

    1. Toggle switch off
    2. Confirm deactivation
    3. Module features become unavailable
    4. Data is preserved but hidden
  </Step>
</Steps>

## API Keys

### Generating API Keys

<Steps>
  <Step title="Access API Keys">
    Go to **Settings** → **API Keys**.
  </Step>

  <Step title="Create New Key">
    Generate a new API key:

    1. Click **Generate API Key**
    2. Enter key name/description
    3. Set permissions (read, write, admin)
    4. Generate key
    5. Copy key immediately (shown only once)

    <Warning>
      API keys provide access to your organization's data. Keep them secure and never share publicly. Store them securely.
    </Warning>
  </Step>

  <Step title="Manage Keys">
    View and manage existing keys:

    * See all active keys
    * View key permissions
    * Revoke keys when needed
    * See last usage date
  </Step>
</Steps>

### API Key Security

Best practices:

* **Use descriptive names** - Name keys by purpose
* **Limit permissions** - Only grant necessary permissions
* **Rotate regularly** - Generate new keys periodically
* **Revoke unused keys** - Remove keys no longer needed
* **Never commit keys** - Don't put keys in code repositories

## Branding

### Customizing Appearance

<Steps>
  <Step title="Access Branding">
    Go to **Settings** → **Branding**.
  </Step>

  <Step title="Upload Assets">
    Add branding elements:

    * **Logo** - Main organization logo
    * **Icon** - Favicon/small icon
    * **Prefer Icon Over Logo** - Use icon when space is limited

    <Frame caption="Branding settings">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-branding.png" alt="Branding configuration page" />
    </Frame>
  </Step>

  <Step title="Set Colors">
    Customize color scheme:

    * Primary color
    * Secondary color
    * Accent colors

    Colors appear in shop, invoices, and other branded areas.
  </Step>

  <Step title="Preview Changes">
    Preview how branding appears:

    * Shop page preview
    * Invoice preview
    * Email preview
  </Step>
</Steps>

## Feature-Specific Settings

### Accounting Settings

Configure financial settings:

* **Currency** - Default currency
* **Tax Rates** - VAT/sales tax rates
* **Invoice Numbering** - Invoice prefix and format
* **Payment Terms** - Default payment terms
* **Chart of Accounts** - Account structure
* **Company Information** - Billing details

### Calendar Settings

Configure calendar behavior:

* **Default View** - Preferred calendar view
* **Week Start Day** - Monday or Sunday
* **Time Zone** - Organization time zone
* **Working Hours** - Business hours
* **Event Types** - Available event types

### Hangar Settings

Aircraft management settings:

* **Aircraft Categories** - Custom categories
* **Maintenance Reminders** - Reminder settings
* **Hour Tracking** - Hour type preferences
* **Document Templates** - Standard documents

### Skydiving Settings

Skydiving-specific configuration:

* **Manifest Settings** - Manifest configuration
* **Gear Categories** - Equipment categories
* **Training Programs** - Program settings
* **Jump Types** - Available jump types

## Admin Settings

### Administrative Controls

<Steps>
  <Step title="Access Admin Settings">
    Go to **Settings** → **Admin**.
  </Step>

  <Step title="Configure Admin Options">
    Set administrative preferences:

    * Member invitation settings
    * Default roles
    * Security settings
    * Data retention policies
    * Audit logging
  </Step>
</Steps>

## Activity Logs

### Viewing Logs

<Steps>
  <Step title="Access Logs">
    Go to **Settings** → **Logs**.
  </Step>

  <Step title="View Activity">
    See organization activity:

    * User actions
    * System events
    * Configuration changes
    * Security events

    <Frame caption="Activity logs">
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/pilotflows/images/placeholder-activity-logs.png" alt="Activity log viewer" />
    </Frame>
  </Step>

  <Step title="Filter Logs">
    Filter by:

    * Date range
    * User
    * Action type
    * Module/feature
  </Step>

  <Step title="Export Logs">
    Export logs for:

    * Compliance
    * Auditing
    * Analysis
    * Backup
  </Step>
</Steps>

## Best Practices

<Steps>
  <Step title="Complete Profile First">
    Set up your organization profile completely before inviting members. A complete profile looks professional.
  </Step>

  <Step title="Configure Before Use">
    Set up feature-specific settings before using those features. This ensures everything works correctly from the start.
  </Step>

  <Step title="Review Regularly">
    Periodically review settings to ensure they're still accurate. Update as your organization evolves.
  </Step>

  <Step title="Secure API Keys">
    Treat API keys like passwords. Never share them publicly and rotate them regularly.
  </Step>

  <Step title="Keep Billing Updated">
    Keep payment methods current to avoid service interruptions. Set up payment reminders if needed.
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't save settings">
    * Verify you have admin permissions
    * Check all required fields are filled
    * Ensure you're in the correct organization
    * Try refreshing the page
    * Contact support if issue persists
  </Accordion>

  <Accordion title="Module won't activate">
    * Check subscription includes the module
    * Verify billing is current
    * Ensure module is available for your plan
    * Try upgrading plan if needed
    * Contact support for assistance
  </Accordion>

  <Accordion title="API key not working">
    * Verify key is copied correctly (no extra spaces)
    * Check key permissions match usage
    * Ensure key hasn't been revoked
    * Verify key hasn't expired
    * Generate new key if needed
  </Accordion>
</AccordionGroup>

## Related Documentation

* [Organization Overview](/organization/overview) - Learn about organization features
* [Accounting](/organization/accounting) - Accounting settings details
* [Members](/organization/members) - Member management settings
* [My Account](/organization/my-account) - Personal account settings (different from organization settings)