Settings

The Settings page controls the installation-wide behavior of PA.

System

Configure business identity, application domain, logo, timezone, contact information, and outgoing email. The Business / Organization Name is used as the normal email sender display name unless an SMTP From Name override is set.

Business Units

Use Business > Business units & divisions to model branches, regions, departments, or crews. Add existing PA users as Members or Heads and choose one primary Unit per user. These are organizational labels: they do not grant PA permissions, workforce review scope, or external-application access. A Project can use a Unit for operational context and default it from the selected Project Manager’s primary Unit.

Billing

Configure accepted payment methods, Stripe keys, webhook secret, net terms, surcharge preferences, payment receipts, and payment import behavior.

Documents

Set standard terms, document field visibility, document custom fields, quote-to-contract automation, invoice email behavior, and public-link lifetime rules.

Links

Enable link resolver features only if your business delivers files or external links with invoices and projects. Organization and department link behavior is managed here and on organization/project pages.

Taxes

Create manual tax rates or import official state tax rate, FIPS, and boundary files.

Notifications

Control cron, contract alerts, public-link warnings, onboarding notifications, invoice paid notifications, and reminder emails.

Backup

Use the backup page to verify that backups exist, review retention, and download or restore according to your recovery policy.