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

# Settings Overview

> Configure organization and access control

## Overview

The **Settings** section allows administrators to configure organization-wide settings, manage permissions, and view audit logs.

## Settings Sections

### Organization Settings

Configure core organization details:

* Organization name
* Currency and decimal precision
* Timezone and date format
* Accounting period type (monthly, quarterly, yearly)
* Notification preferences (email/SMS)
* Loan and dividend policies

<Card title="Organization Settings" icon="gear" href="/settings/organization-settings">
  Configure organization details
</Card>

### Permissions & Access Control

Agatabo uses role-based access control (RBAC) to manage who can perform what actions:

* Predefined roles (Admin, Treasurer, Loan Officer, etc.)
* Custom role creation
* Granular permissions (read, write, delete)
* Scoped access (SELF vs ANY)

<Card title="Understanding Permissions" icon="shield" href="/settings/permissions">
  Learn about access control
</Card>

### Audit Logs

Track all system activity:

* Who performed actions
* What was changed
* When changes occurred
* Success/failure status

<Card title="Audit Trail" icon="file-text" href="/advanced/audit-trail">
  View activity logs
</Card>

## Who Can Access Settings?

**Permission required**: Varies by section

| Setting                    | Permission Required             |
| -------------------------- | ------------------------------- |
| View organization name     | None (all users)                |
| Edit organization settings | `settings:write`                |
| View audit logs            | `audit_logs:read` (ANY scope)   |
| Manage roles/permissions   | `organization_user_roles:write` |

## Common Tasks

### Changing Organization Name

<Steps>
  <Step title="Navigate to Settings">
    Click **Settings** in sidebar
  </Step>

  <Step title="Edit Basic Info tab">
    Opens by default
  </Step>

  <Step title="Update name">
    Enter new organization name
  </Step>

  <Step title="Save">
    Click **Update** button
  </Step>
</Steps>

### Enabling Email Notifications

<Steps>
  <Step title="Navigate to Settings">
    Click **Settings** in sidebar
  </Step>

  <Step title="Configure notifications">
    (Feature may be in Basic Info or separate tab)
  </Step>

  <Step title="Toggle Enable Email">
    Turn ON to send email notifications
  </Step>

  <Step title="Save changes">
    Apply notification preferences
  </Step>
</Steps>

**Note**: Exact location may vary by Agatabo version. Contact administrator if unable to find setting.

### Reviewing Audit Logs

<Steps>
  <Step title="Navigate to Settings">
    Click **Settings** in sidebar
  </Step>

  <Step title="Click Audit Logs tab">
    Shows complete activity history
  </Step>

  <Step title="Filter and search">
    Narrow down by date, actor, action type
  </Step>
</Steps>

See [Audit Trail](/advanced/audit-trail) for detailed documentation.

## Settings Categories

### Organization-Level Settings

These apply to the entire organization and all users:

* **Name**: Organization display name
* **Currency**: Primary currency (e.g., RWF, USD)
* **Timezone**: For timestamp display and date calculations
* **Accounting Period**: MONTHLY, QUARTERLY, or YEARLY
* **Notifications**: Enable/disable email and SMS

**Who can change**: Organization administrators with `settings:write` permission

### User-Level Settings

Individual user preferences:

* **Profile information**: Name, email, phone
* **Password**: Change authentication credentials

**Who can change**: Each user can update their own profile

**Note**: Agatabo currently has limited user preferences. Features like theme selection, language, and display options may be added in future versions.

### Security Settings

Access control and permissions:

* **Roles**: Assign users to roles (Admin, Treasurer, etc.)
* **Permissions**: Grant specific capabilities (create loans, view reports)
* **Scopes**: Limit access to own data (SELF) or all organization data (ANY)

**Who can change**: Administrators with role/permission management rights

## Best Practices

<Check>
  **Review settings after setup**: Verify currency, timezone, accounting period are correct before recording transactions
</Check>

<Check>
  **Limit administrator access**: Only grant `settings:write` to trusted personnel
</Check>

<Check>
  **Enable audit logging**: Always keep audit logs active to track changes
</Check>

<Check>
  **Document custom settings**: If you customize loan/dividend policies, maintain written documentation
</Check>

<Check>
  **Test notification settings**: Send test email/SMS before relying on automated notifications
</Check>

## Settings You Cannot Change

Some settings are fixed at organization creation and cannot be modified:

* **Organization type**: Always TONTINE
* **Created date**: Historical timestamp
* **Organization ID**: System-generated identifier

**Why?**: Changing these would break historical data integrity and accounting records.

## Need Help?

<CardGroup cols={2}>
  <Card title="Organization Settings" icon="gear" href="/settings/organization-settings">
    Detailed configuration guide
  </Card>

  <Card title="Permissions" icon="shield" href="/settings/permissions">
    Understanding access control
  </Card>
</CardGroup>