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

# Settings

> Configure your Qwoty workspace, manage users, and customize system behavior.

{/* AUDIT NOTE: Settings sidebar structure confirmed. Sections: Workspace (General, Project/Quote, Project/Order, Tax, Currency, Payment Term, Payment Method, Business Unit, Form) → Users & Team (Team, User) → Role → Data (Data Model) → Developer (API Tokens, Webhook, Integrations) → Organisation (General, Billing). No "Customization" or standalone "Integrations" section — integrations and webhooks are under Developer. All guide card links retained as-is. */}

Settings let you configure your Qwoty workspace to match your sales process and business requirements. This section covers workspace configuration, user management, integrations, and customization options.

Access settings by clicking **Settings** in the main navigation. The available options depend on your user role—Admins have full access, while other roles may have limited permissions.

## Reference

<CardGroup cols={2}>
  <Card title="Workspace settings" icon="building" href="/user-guide/settings/introduction">
    Company details, regional settings, and workspace preferences
  </Card>

  <Card title="User management" icon="users" href="/user-guide/settings/users/manage-users">
    Add users, assign roles, and manage team permissions
  </Card>

  <Card title="Integrations" icon="plug" href="/user-guide/settings/integrations/introduction">
    Connect Qwoty with your CRM, accounting, and other tools
  </Card>

  <Card title="Custom fields" icon="input-text" href="/user-guide/settings/introduction">
    Add custom fields to quotes, customers, and products
  </Card>

  <Card title="Approval workflows" icon="check-double" href="/user-guide/settings/introduction">
    Configure approval rules and thresholds
  </Card>

  <Card title="Email templates" icon="envelope" href="/user-guide/settings/introduction">
    Customize notification and outreach emails
  </Card>
</CardGroup>

## Guides

<CardGroup cols={2}>
  <Card title="Set up your workspace" icon="rocket" href="/user-guide/settings/workspace/general">
    Configure company details, currency, and regional preferences
  </Card>

  <Card title="Invite team members" icon="user-plus" href="/user-guide/settings/users/manage-users">
    Add users to your workspace and assign appropriate roles
  </Card>

  <Card title="Connect your CRM" icon="arrows-rotate" href="/user-guide/settings/integrations/crm">
    Sync customers and deals with Salesforce or HubSpot
  </Card>

  <Card title="Configure approval rules" icon="sitemap" href="/user-guide/workflows/introduction">
    Set up automatic approval workflows based on deal size or discount
  </Card>
</CardGroup>