> 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

Click the gear icon in the left hand navigation to open settings

<figure><img src="/files/5zDSVoLRvJFBgx8VC5NV" alt="Personal -> Account Information" width="563"><figcaption><p>Account Information</p></figcaption></figure>

### 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

<figure><img src="/files/sM3WsX245mmGxN2UqRj2" alt="Personal -> Security" width="375"><figcaption><p>Security</p></figcaption></figure>

### Personal -> Notifications

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

<figure><img src="/files/x2wusLMxj4PeQKM5rUhs" alt="Personal -> Notifications" width="375"><figcaption><p>Notifications</p></figcaption></figure>

### Organization -> Organization Information

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

<figure><img src="/files/sQ1glzQABMpky9BvsDji" alt="Organization -> Organization Information" width="563"><figcaption><p>Organization Information</p></figcaption></figure>

### Organization -> Roles

Use this view to set Practice Roles and default rates

<figure><img src="/files/Nn0MwPafLz2hcMhBQECS" alt="Organization -> Roles" width="563"><figcaption><p>Roles</p></figcaption></figure>

### Organization -> Matter Roles

Use this view to set matter specific roles

<figure><img src="/files/wRClvmekG9lEDphKZCE2" alt="Organization -> Matter Roles" width="563"><figcaption><p>Matter Roles</p></figcaption></figure>

### Organization -> Person Tags

Use this view to create tags for people

<figure><img src="/files/FSlL8SZ4DG8R3RUodgm0" alt="Organization -> Person Tags" width="563"><figcaption><p>Person Tags</p></figcaption></figure>

### Organization -> Matter Categories

Use this view to create categories and sub-categories for Matters

<figure><img src="/files/E15bVCCLuGoXIjEsQ0BB" alt="Organization -> Matter Categories" width="563"><figcaption><p>Matter Categories</p></figcaption></figure>

### Organization -> User Management

Use this view to manage users in your organization

<figure><img src="/files/AP1J0QQZnh2yf31QBcla" alt="Organization -> User Management" width="563"><figcaption><p>User Management</p></figcaption></figure>

### 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

<figure><img src="/files/ySOMgIzhjpqrVB374eCW" alt="Organization -> Invoice Settings" width="563"><figcaption><p>Invoice Settings</p></figcaption></figure>

### Organization -> Quickbooks Integration

Use this view to configure your Quickbooks Online integration

<figure><img src="/files/8HeJBmyG0ycr1rXV3wYH" alt="Organization -> Quickbooks Integration" width="563"><figcaption><p>Quickbooks Integration</p></figcaption></figure>

### Organization -> Payment Integration

Use this view to configure your Confido Payments integration

<figure><img src="/files/S0HUqQIstPfFbYJ3Z4k9" alt="Organization -> Confido Payments" width="563"><figcaption><p>Confido Payments</p></figcaption></figure>

### Organization -> Xero Integration

Use this view to configure your Xero accounting integration

<figure><img src="/files/ejKgwo9KTvfaFRbhVzHE" alt="Organization -> Xero Integration" width="563"><figcaption><p>Xero Integration</p></figcaption></figure>

### Organization -> HubSpot Integration

Use this view to configure your HubSpot marketing integration

<figure><img src="/files/FGfj1J6YanAAy4DUE59r" alt="Organization -> HubSpot Integration" width="563"><figcaption><p>HubSpot Integration</p></figcaption></figure>