> ## Documentation Index > Fetch the complete documentation index at: https://docs.elateuk.com/llms.txt > Use this file to discover all available pages before exploring further. # Organisation settings > What each tab in Settings is for, who can open it, and where to find the full guide for each one. **Settings** holds the rules and defaults that apply to your whole organisation: who can do what, the words Elate uses, your lists, your branding and more. This page explains what each tab is for and links to the full guide where there is one. **Who can do this:** anyone whose role includes **Settings**. By default that is Organisation Owners and Service Provider Admins. Anyone whose role includes **Support recipients** or **Team** can also open Settings, for the **Groups** tab and, if their role includes **Audit**, the **Audit trail** tab. Your organisation can change this in **Settings > Permissions**. Most tabs also have their own rule, shown below. Your organisation may use different words for some things, such as "Service users" instead of "Support recipients". Elate shows your organisation's words everywhere, so follow what you see. ## Open Settings In Elate on the web, select **Settings** in the sidebar. Select a tab in the strip at the top of the page. **Permissions** opens first, or **Groups** if your role does not include **Settings**. You only see the tabs your role can open. Settings is only on the web. The Elate Care app has no organisation settings. ## The tabs | Tab | Who sees it | | - | - | | **Permissions** | Anyone whose role includes **Settings** | | **Groups** | Anyone whose role includes **Support recipients** or **Team**, even without **Settings** | | **Schedule** | Organisation Owners and Service Provider Admins | | **Terminology** | Organisation Owners and Service Provider Admins | | **Taxonomies** | Anyone whose role includes **Settings** | | **AI** | Organisation Owners and Service Provider Admins, when your organisation has AI features | | **Medication** | Organisation Owners and Service Provider Admins, when your organisation has the Medication (eMAR) module | | **Notifications** | Organisation Owners and Service Provider Admins | | **Branding** | Organisation Owners and Service Provider Admins | | **Invoice templates** | Organisation Owners and Service Provider Admins | | **Audit trail** | Anyone who can open Settings and whose role includes **Audit** | The **Groups** and **Schedule** tabs take your organisation's own words for groups and the schedule. ### Permissions A grid of permission areas against roles. Tick a box to give an area to a role. Each change applies to everyone in that role straight away, and there is no separate save. Organisation Owners and Service Provider Admins hold every area, so their columns are locked. An area that belongs to a module your organisation does not have is greyed out with a note saying so. Only Organisation Owners, Service Provider Admins and Care Managers can change the grid. Anyone else whose role includes **Settings** sees it read-only. See [Roles and permissions](/getting-started/roles-and-permissions). ### Groups Groups link support recipients with team members for rota planning. Belonging to a group does not change who can see a record. The **Everyone** entry holds your organisation's default office address, the starting point for travel time estimates. See [Groups and offices](/team/groups-and-offices). ### Schedule Turn **Estimate travel time between visits** on or off, and set the **Default travel time (minutes)** Elate shows when it cannot estimate a journey. The tab also lists **Deleted visits**. Select **Restore** to put one back at its original time. See [Bank holidays and travel time](/schedule/bank-holidays-and-travel-time) and [Cancelling, restoring and deleting visits](/schedule/cancelling-and-deleting-visits). ### Terminology Rename seven key words, such as "Visit" or "Support recipient", to match how your organisation speaks. See [Terminology](/settings/terminology). ### Taxonomies Add your own values to the lists Elate offers in drop-down menus. Pick a list in **List**, for example **Incident category**, **Document type** or **Team skills**, or one of the support recipient profile lists such as **Ethnicity** or **Eye colour**. Fill in a value and a label, then select **Add value**. Your values appear alongside the ones Elate provides. You can remove a value you added with the cross on its badge. The values Elate provides cannot be removed. Only Organisation Owners, Service Provider Admins and Care Managers can add or remove values. ### AI Turn **AI features enabled for this organisation** on or off, and set the **Voice recording retention (days)**. See [AI settings and your data](/ai/ai-settings-and-your-data). ### Medication Turn **Medication records** on or off for your organisation, and set your medication policy, such as the standard dose times. See [Medication (eMAR)](/support-recipients/medication-emar). ### Notifications Set the notification defaults for everyone in your organisation. Each person can still change their own on their profile. See [Organisation notification settings](/notifications/organisation-settings). ### Branding The **Branding and billing** details that head your invoices and emails: * **Identity**: your **Legal name**, an **Organisation logo** (PNG or JPEG, up to 2 MB) and a **Brand colour**. * **Billing address**: the address, **Billing email** and **Billing phone** printed on invoices. * **Tax and company**: whether you are **VAT registered**, your **VAT number** and **Company registration number**, and the **Default VAT rate (%)** and **Default payment terms (days)** a new invoice starts with. * **Bank details**: printed on invoices when the invoice template is set to show them. * **Invoice footer**: text that ends every invoice, such as payment terms or a thank you. A preview beside the form shows an invoice, a report and an email with your changes. Select **Save branding and billing** when you are done. Changes apply to future invoices. Invoices already issued keep their original details. ### Invoice templates Create invoice layouts for different contracts and funders, and choose a default. See [Funders and invoice templates](/finance/funders-and-invoice-templates). ### Audit trail The 50 most recent sensitive actions in your organisation, newest first. Each row shows the **Action**, the record it was done to (**Target**), who did it (**Actor**) and the **Time**. An action Elate made by itself shows **System** as the actor. ## Related pages * [Roles and permissions](/getting-started/roles-and-permissions) * [Terminology](/settings/terminology) * [Your account](/account/customising-your-account) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.