# Introduction (https://docs.carlio.app/docs/settings)

The personal and organization settings of the dealership



Settings holds the personal preferences of each team member and the configuration of the dealership. Opening **Settings** replaces the dashboard menu with the settings menu.

## Open the settings [#open-the-settings]

Select **[Settings](https://carlio.app/dashboard/settings)** in the sidebar. The dashboard opens the first section that the signed-in team member may use. The **Profile** section also opens from the user menu.

The settings menu lists only the sections that the signed-in team member may open. A section that is missing from the menu requires a different role or permission.

## Sections [#sections]

| Menu group   | Section               | Purpose                                                              | Listed in the menu for                                          |
| ------------ | --------------------- | -------------------------------------------------------------------- | --------------------------------------------------------------- |
| Personal     | Profile               | Name, photo, phone number and email status of the account.           | Every signed-in account                                         |
| Personal     | Notifications         | Channels and events for the notifications of the account.            | Every team member                                               |
| Organization | Company               | Name, logo, country, currency and time zone of the dealership.       | Every team member. Only the owner can change the details.       |
| Organization | Team                  | Members, roles and pending invitations.                              | Every team member. Inviting and role changes need a permission. |
| Organization | Billing               | Plan, usage, billing history and cancellation.                       | The owner                                                       |
| Organization | Permissions           | The permissions of the manager and staff roles.                      | The owner and managers. Only the owner can change them.         |
| Organization | Integrations          | Outside services that the dealership connects to.                    | The owner                                                       |
| Organization | Storage               | The files that the dealership stores and the remaining allowance.    | Every team member                                               |
| Organization | Watermark             | A logo watermark for car photos on the customer and partner portals. | The owner                                                       |
| Finance      | Invoices              | Invoice settings of the dealership.                                  | Roles that may update invoices                                  |
| Finance      | Transaction Templates | Templates for recording transactions.                                | Roles that may update transactions                              |
| Tasks        | Task Checklists       | The checklist that each kind of task starts with.                    | Roles that may update tasks                                     |

The owner and managers may update invoices, transactions and tasks by default. The owner can also grant the invoice and task update permissions to staff in **Permissions**.

## Guides [#guides]

* [Update the personal profile](/docs/settings/profile)
* [Set notification preferences](/docs/settings/notifications)
* [Edit the company details](/docs/settings/company)
* [Manage team members](/docs/settings/team)
* [Review and change the plan](/docs/settings/billing)
* [Set role permissions](/docs/settings/permissions)

## Roles [#roles]

The dashboard has three roles. The owner is the person who created the dealership. A manager runs the team and the daily work. A staff member works on tasks and has the fewest permissions by default. The [permissions guide](/docs/settings/permissions) lists the defaults and the changes that the owner can make.