# Organization Settings Organization Settings is where administrators configure the account-level properties that apply across all projects and users. Open it from your name in the bottom-left corner → **Settings**. > [!important] > Only Workspace Owners and Workspace Admins can view and modify Organization Settings. Changes here affect all users and all documents generated in your workspace. --- ## Company Settings **Settings → Company Settings** holds your organization's identity and the workspace-wide switches. Click **Save** after making changes. These values appear on the documents PAI generates — estimates, invoices, and vendor-facing materials: - **Name** — your organization's legal or trading name as it should appear on documents - **Logo** — appears on printed estimates and other documents. A PNG with a transparent background prints most cleanly - **Address** and **Unit** — appear in the "From" section of estimates and the "To" section on vendor invoices - **EIN** — optional; include it if you want your Employer Identification Number on business documents The rest of the page configures how the workspace behaves: - **Custom Job Codes** — enables job codes, an optional layer of reference numbering on top of PAI's automatic estimate and project numbers. See [Reference Numbers](../02-Bidding-a-Project/Reference-Numbers.md) - **Estimate Number Prefix** / **Project Number Prefix** — the prefix PAI puts on automatically assigned numbers. Defaults are `E` for estimates and `P` for projects - **Approved Invoice Email** — when on, PAI sends a PDF copy of every approved invoice and timecard to the address you enter. Useful for handing approved invoices to an external billing or accounting system without manual export - **PAI Branding** — shows "Made with PAI" on documents and call sheets - **Calendar Feed** — lets users in your organization subscribe to PAI calendars from their own calendar app. See [Project Calendar](../04-Executing-the-Job/Project-Calendar.md#calendar-feed) - **Base Currency** — your organization's default currency --- ## Project Defaults **Settings → Project Defaults** sets what every new project starts with. Individual projects can change them. - **Minimum Hours** — the default minimum hours for day-based line items (5, 8, 10, 12, 14, or 16). This defines the standard day length your organization works to — the baseline against which overtime is calculated. - **Project Scope** — standard language describing scope of work. Populates the scope on new projects and is included when estimates are printed. - **Billing Notes** — standard payment terms and billing policies. Populates the billing notes on new projects and prints on estimates. - **Internal Overview** — internal guidance for project teams. Populates the **Internal Notes** section on each new project's Dashboard. Never included in external documents. > [!tip] > Use the Billing Notes template for your standard payment terms so producers don't have to re-enter them on every project. Keep the Internal Overview template for standing operational instructions your team should see on every job. --- ## Vendor App **Settings → Vendor App** customizes what vendors see when they log in to submit invoices or timecards. - **Vendor Messaging** — when **Enable vendor messaging** is on, vendors can send and receive messages with your organization - **Company Notes** — information or instructions for vendors: typically your legal business name, tax IDs, payment terms and timeline, and how to get help --- ## Plan & Billing **Settings → Billing** links to PAI's billing provider, Stripe. Click **Manage Billing** to manage your plan. Contact [email protected] for plan changes or billing questions. --- ## Other Settings The Settings area also contains: - **My Account**, **Security**, and **Notifications** — your own profile; your sign-in options (password, two-step verification, passkeys, Google) and active sessions; and your notification preferences. See [Securing Your Account](../00-Understanding-PAI/First-Login-and-Setup.md#securing-your-account) - [Users and Permissions](./Users-and-Permissions.md) — add, manage, and remove users; assign roles - [Rate Cards](./Rate-Cards.md) — your organization's line item library (Workspace Owners only) - [Default Modifiers](./Default-Modifiers.md) — fringes and markups that auto-apply to new projects - [Tags](./Tags.md) — create and manage tags - [Webhooks](./Webhooks.md) — automated data triggers to external systems