> For the complete documentation index, see [llms.txt](https://docs.clevercase.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.clevercase.com/navigation/settings-help-and-support-roadmap-logout/settings.md). # Settings Manage user and organization settings Click the gear icon in the left hand navigation to open settings

### Personal -> Account Information It will default to Personal -> Account Information On this view you can update your name, location and default hourly billing rate ### Personal -> Security Use this view to update your password

### Personal -> Notifications Use this view to set up notifications for Invoices, matter creation and assignment, matter PNC time tracking, reminders and task & event assignment

### Organization -> Organization Information Use this view to add / edit organization information such as name, website, time zone, and add a logo and locations

### Organization -> Roles Use this view to set Practice Roles and default rates

### Organization -> Matter Roles Use this view to set matter specific roles

### Organization -> Person Tags Use this view to create tags for people

### Organization -> Matter Categories Use this view to create categories and sub-categories for Matters

### Organization -> User Management Use this view to manage users in your organization

### Organization -> Invoice Settings Use this view to add / edit invoice settings, such as default payment terms, taxes, default invoice address, any notes you want to show on invoices and terms & conditions

### Organization -> Quickbooks Integration Use this view to configure your Quickbooks Online integration

### Organization -> Payment Integration Use this view to configure your Confido Payments integration

Organization -> Confido Payments — Confido Payments

### Organization -> Xero Integration Use this view to configure your Xero accounting integration

### Organization -> HubSpot Integration Use this view to configure your HubSpot marketing integration