> ## 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.

# Settings Overview

> How ProPilot settings are organized: the Basic Setup and Advanced Settings groups, what lives in each, and who can change what.

Open **Settings** from the sidebar. The left rail has two groups: **Basic Setup**, the
first-registration essentials, and **Advanced Settings**, the ongoing admin configuration. The
groups work as accordions and only one is open at a time - Basic Setup opens by default, and
expanding Advanced Settings collapses it.

<Info>
  **Key things to know**

  * **Basic Setup** holds first-time organization defaults: identity, phone, email, offer terms, and analysis assumptions.
  * **Advanced Settings** holds ongoing admin work, grouped into Organization, Communication, Comps, and Contacts.
  * Settings are organization-wide and admin-only to edit; members see a "View only - Contact an admin to make changes" notice. [Your Profile](/settings/profile) is the personal exception.
  * Some feature-specific settings, such as Pipeline Settings, open from that feature's toolbar rather than the main Settings page.
</Info>

## How settings are organized

Most settings are organization-wide: when an admin changes them, the change affects the whole
team. As a rule of thumb, settings pages explain what a default means and where to change it,
while feature pages explain the daily workflow built on top of those defaults.

<CardGroup cols={2}>
  <Card title="Basic Setup" icon="sliders" href="/settings/basic-setup">
    First-registration essentials: buyer identity, phone, email, deal terms, financial presets,
    financing, and investment strategy. Includes a recommended setup order.
  </Card>

  <Card title="Advanced Settings" icon="gear" href="/settings/advanced-settings">
    Admin and power-user settings: organization, communication, comps, contacts, usage, billing,
    team, and roles.
  </Card>
</CardGroup>

## Basic Setup

The five Basic Setup pages cover sending identity, channels, and analysis defaults:

| Setting                                                          | What you configure                                           | Feeds into                                       |
| ---------------------------------------------------------------- | ------------------------------------------------------------ | ------------------------------------------------ |
| [**Buyer Identity**](/settings/basic-setup/buyer-identity)       | Buyer name and company name                                  | Message signatures, merge fields, sender address |
| [**Phone Number**](/settings/basic-setup/phone-number)           | In-platform number or Quo connection                         | SMS, calls, bulk messaging, sequences            |
| [**Email Setup**](/settings/basic-setup/email-setup)             | Sender domain, sender address, custom subdomain verification | All outbound email                               |
| [**Financial Presets**](/settings/basic-setup/financial-presets) | Per-mode expenses, buying/selling costs, forecast            | Deal Calculator starting values                  |
| [**Financing (Loans)**](/settings/basic-setup/financing-loans)   | Default loan scenarios per mode                              | Deal Calculator financing                        |

Offer formula, ROI target, mode, and price-basis defaults are not on the Settings pages. The
offer formula is pinned from the My Offer panel; the others are pinned from the
[Deal Calculator](/features/roi-calculator).

## Advanced Settings

| Section                                                        | Includes                                                                                                                                                                                 |
| -------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [**Organization**](/settings/advanced-settings/organization)   | Org name, billing and plan, team and roles, Rehab defaults, [Deal Terms](/settings/advanced-settings/deal-terms), deal tags, company logo, referrals, WhatsApp Operator, timezone, usage |
| [**Communication**](/settings/advanced-settings/communication) | Templates, voicemail, email forwarding, email signature, proof of funds, operating hours, limits                                                                                         |
| [**Comps**](/settings/advanced-settings/comps)                 | Comps configuration, manual comps, comps tier ladder                                                                                                                                     |
| [**Contacts**](/settings/advanced-settings/contacts)           | Your team contacts (agents, vendors, and more)                                                                                                                                           |

## Organization settings vs your profile

|               | Organization settings                                            | Your Profile                                                                |
| ------------- | ---------------------------------------------------------------- | --------------------------------------------------------------------------- |
| **Scope**     | Everyone in the organization                                     | Just you                                                                    |
| **Who edits** | Admins and owners                                                | You                                                                         |
| **Examples**  | Buyer identity, phone number, sender domain, deal terms, presets | Display name, call forwarding, WhatsApp notifications, personal preferences |

If a change should affect what agents see from your whole team, it is an organization setting.
If it only changes your own experience, it lives in [Your Profile](/settings/profile).

## Common questions

<AccordionGroup>
  <Accordion title="Where are the 'Conversations' settings?">
    Communication settings (templates, operating hours, signature, voicemail, limits) live under
    [Advanced Settings > Communication](/settings/advanced-settings/communication). Deal Terms is
    under [Advanced Settings > Organization > Deal Terms](/settings/advanced-settings/deal-terms).
  </Accordion>

  <Accordion title="Why can't I change a setting?">
    Most settings are admin-only. Members see a "View only - Contact an admin to make changes"
    notice with save buttons disabled. Ask an organization admin or owner to make the change.
  </Accordion>

  <Accordion title="Why did the other settings group collapse?">
    Basic Setup and Advanced Settings are mutually exclusive accordions in the left rail. Opening
    one collapses the other; nothing is lost, just click the group header to switch back.
  </Accordion>

  <Accordion title="I'm setting up a new organization - where do I start?">
    Work through [Basic Setup](/settings/basic-setup) in order: Buyer Identity first, then Phone
    Number and Email Setup, then the two analysis pages (Financial Presets and Financing). Set
    your analysis defaults from the Deal Calculator and your offer formula from the My Offer
    panel, then set offer timelines under
    [Advanced Settings > Deal Terms](/settings/advanced-settings/deal-terms) when you need them.
  </Accordion>

  <Accordion title="Do settings changes affect existing deals and messages?">
    Generally no. Settings are defaults for new work: new messages, new placeholder values, new
    Deal Calculator analyses. Sent messages and saved analyses keep their existing values.
  </Accordion>
</AccordionGroup>