Changing your settings

The Settings page is divided into several sections to help you manage your organiation and system preferences. In this article, we’ll walk you through each section.

Organisation

The Organisation section contains all the essential details about your company. This includes:

• Organisation Name
• Logo
• Trading Address (used in Site Reports)
• Billing Email and Billing Address (used for payments via our Stripe integration)

Make sure this information is accurate, as it will be reflected in your reports and billing.

Roles

The Roles and Permissions section allows you to control user access across the system. We’ve pre-configured a set of default roles with the necessary permissions to get you started. You can click Edit to view the specific permissions assigned to each role, helping you understand what access each role provides.

If you need additional custom roles, you can create them by following these steps:

1. Click the Create Role button in the Custom Roles section.
2. Enter a name for the new role.
3. Select the permissions that should be granted to this role.
4. Click Save.

Once saved, you can assign this role to users in the system.

System

In the System section, you can customize when email notifications should be sent. You can set a threshold for system credits, and once that threshold is reached, the system will automatically send notifications to the billing email and any users with the Finance role.

Credit Logs

The Credit Logs section provides a detailed history of your system credit usage. Here, you can track:

• Each time a credit is used
• Each time credits are added to your account (such as through purchases)

For easy access to your payment details and invoices, click the View Purchase History button located at the top-right of the page.

By navigating these settings, you can efficiently manage your organisation's details, roles, notifications, and financial logs within Fire Survey Pro.