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

# Advanced Settings Overview

> A map of the admin settings that control your organization: team, billing, communication, comps, and contacts.

Advanced Settings is the second group in the Settings left rail, below Basic Setup. It holds the
organization-wide controls your team relies on every day: who is on the team, what plan and
limits apply, how outbound communication behaves, how comps are selected, and which shared
contacts are available.

<Info>
  **Key things to know**

  * Open **Settings** from the sidebar, then expand **Advanced Settings** in the left rail. Basic Setup and Advanced Settings are collapsible groups; opening one collapses the other.
  * Most Advanced Settings can only be changed by admins and the owner. Members can view many of them but see a "View only" notice instead of edit controls.
  * Changes here apply to the whole organization immediately - templates, comps rules, tags, and limits affect every teammate.
  * Pipeline stages, follow-up windows, and the automatic cleanup timers live in **Pipeline Settings** (the gear icon on the Deal Pipeline toolbar), not in this sidebar.
</Info>

## How Advanced Settings is organized

Each subcategory in the rail opens its own page with anchored sections, so you can jump straight
to the setting you need:

| Subcategory       | Sections inside                                                                                                                                     | Who can edit                                                              |
| ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------- |
| **Organization**  | Organization (name, plan, billing buttons), Team & Roles, Rehab, Deal Terms, Deal Tags, Company Logo, Referrals, WhatsApp Operator, Timezone, Usage | Admins and owner (org name is owner-only)                                 |
| **Communication** | Templates, Voicemail, Email Forwarding, Email Signature, Proof of Funds, Operating Hours, Limits                                                    | Admins and owner (Operating Hours and Limits are read-only for everyone)  |
| **Comps**         | Comps Configuration, Manual Comps, Comps Tier Ladder                                                                                                | Admins and owner                                                          |
| **Contacts**      | The shared contact directory and contact roles                                                                                                      | Everyone can add contacts; admins manage roles and can delete any contact |

## When to use Basic Setup vs Advanced Settings

* **Basic Setup** is for first-time readiness: Buyer Identity, Phone Number, Email Setup,
  Financial Presets, and Financing (Loans). Complete it once so your
  organization can send credible outreach and analyze deals.
* **Advanced Settings** is for ongoing administration: inviting teammates, watching usage,
  changing plans, deal terms, tuning templates and comps, and maintaining shared data. You will
  come back here regularly as the team grows.

## Settings in this group

<CardGroup cols={2}>
  <Card title="Organization" icon="building" href="/settings/advanced-settings/organization">
    Organization details, team and roles, rehab defaults, deal terms, deal tags, company logo, referrals, timezone, WhatsApp Operator, and usage.
  </Card>

  <Card title="Communication" icon="comments" href="/settings/advanced-settings/communication">
    Message templates, AI voicemail greeting, email signature and forwarding, proof of funds, operating hours, and SMS limits.
  </Card>

  <Card title="Comps" icon="chart-simple" href="/settings/advanced-settings/comps">
    Comps configuration, the tier ladder that grades comparable sales, manual comps, and Recalculate All.
  </Card>

  <Card title="Contacts" icon="address-book" href="/settings/advanced-settings/contacts">
    The reusable organization contact directory - agents, vendors, wholesalers, and custom roles.
  </Card>
</CardGroup>

## Settings that live elsewhere

A few organization-wide controls are intentionally outside this group:

* **Pipeline Settings** (stages, colors, checklists, Default Follow-Up, and the automatic
  cleanup windows including **Lost Auto-Delete**) open from the gear icon in the Deal Pipeline
  toolbar. See [Deal Pipeline stages](/features/deal-pipeline/stages).
* **Billing checkout** opens when you click **Manage Plan** in Organization settings; see
  [Billing & Plans](/settings/billing-plans).
* **Your personal settings** (display name, WhatsApp number, send shortcut) live in
  [Your Profile](/settings/profile), opened from the user menu, not from the Settings rail.
* **Quo connection** is part of [Basic Setup > Phone Number](/settings/basic-setup/phone-number);
  see the [Quo Integration](/integrations/quo) guide.

## Common questions

<AccordionGroup>
  <Accordion title="Why are some Advanced Settings read-only for me?">
    Most Advanced Settings require the admin or owner role. Members see the current values with a
    "View only" notice and need an admin to make changes. A few sections, such as Operating Hours
    and Limits, are platform-managed and read-only for everyone.
  </Accordion>

  <Accordion title="When should I use Advanced Settings instead of Basic Setup?">
    Use Basic Setup for first-time identity, phone, email, terms, and analysis defaults. Use
    Advanced Settings for ongoing administration: team, billing, communication rules, comps
    tuning, contacts, usage, and organization-level controls.
  </Accordion>

  <Accordion title="Where are Pipeline Settings?">
    Pipeline Settings open from the gear icon in the Deal Pipeline toolbar, not from the main
    Settings sidebar. Use them for stages, colors, checklists, the Default Follow-Up window, and
    the automatic cleanup timers (Auto-Move to Revisit and Revisit Auto-Move to Lost; the Lost
    Auto-Delete period is fixed at 30 days).
  </Accordion>

  <Accordion title="Where do I change templates or operating hours?">
    Both live under [Advanced Settings > Communication](/settings/advanced-settings/communication).
    Templates are fully editable; Operating Hours is a read-only view of the platform sending
    window in your organization's timezone.
  </Accordion>

  <Accordion title="Where do I see how much of my plan I've used?">
    Open **Settings > Advanced Settings > Organization > Usage**. It shows SMS, email, voice,
    lookups, AI tokens, and more for the current billing period, with progress bars against your
    plan limits.
  </Accordion>
</AccordionGroup>