# Settings Page

## Purpose of This Page <a href="#purpose-of-this-page" id="purpose-of-this-page"></a>

The **Settings** page serves as the central control hub for solarVis. It groups all configuration options into clear sections so users can easily control account details, company setup, billing, integrations, project defaults, and offer preferences from a single location.

From this area, you can manage:

* Individual account details and preferences
* Company structure, users, and permissions
* Subscription plans and billing information
* Integrations with the solarVis module called **Solar Lead Generator**
* Default project parameters (**Preset Cost Settings and Package Settings**)
* Offer configurations

The configurations defined here directly influence daily workflows, system calculations, and proposal layouts. By setting up these options correctly, you ensure that all projects follow the same standards and that outputs such as proposals and offers are generated reliably and consistently.

## What You Can Do Here <a href="#what-you-can-do-here" id="what-you-can-do-here"></a>

Within the Settings page, you can:

* **Access and update account settings**

  Manage personal information, preferences, and user-specific configurations.
* **Manage company information and users**

  Define company details, invite and manage users, and assign roles and permissions.

{% hint style="info" %}
Only headquarters users can change user roles or remove users from the organization.
{% endhint %}

* **Review and manage plan and billing details**

  Monitor subscription status, manage payment methods, review invoices, and handle plan upgrades or changes.

{% hint style="info" %}
If you add team members or partners to the solarVis account, only headquarters users can access the Plan and Billing section.
{% endhint %}

* **Connect and manage integrations**

  Link the solarVis module called **Solar Lead Generator** to extend functionality and streamline workflows.

{% hint style="info" %}
Only headquarters users can view and manage the solarVis Solar Lead Generator integration, even if team members or partners are added to the solarVis account.
{% endhint %}

* **Define default project configurations**

  In the Preset Cost Settings and Package Settings, you can configure material pricing, cost structures, margins, VAT rules, and bundled packages for standardized financial calculations.
* **Adjust offer and proposal preferences**

  Customize proposal content, layout, and commercial terms to align with your sales and branding strategy.

## Settings Page Structure <a href="#settings-page-structure" id="settings-page-structure"></a>

It outlines the main configuration pages available in the platform and how settings are organized by account, company, project, and offer scope.

### Account <a href="#account" id="account"></a>

* Profile
* Notification Preferences

### Company <a href="#company" id="company"></a>

* General
* Users
* Plan and Billing
* Documents
* Integrations

### Project <a href="#project" id="project"></a>

* Preset Cost Settings
* Package Settings

### Offer <a href="#offer" id="offer"></a>

* Preferences

Users can access each page directly from the left navigation panel. Changes made in these pages apply based on their scope, such as user level, company-wide, or project defaults.

***

## Related Pages <a href="#related-articles" id="related-articles"></a>

* [Account Settings Page](/configuration/settings-page/account-settings.md)
* [Company Settings Page](/configuration/settings-page/company-settings.md)
* [Projects Page](/crm-and-project-management/projects.md)

If you encounter any issues, [feel free to contact us.](https://www.solarvis.co/en/company/contact)


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