> For the complete documentation index, see [llms.txt](https://docs.anedot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.anedot.com/settings.md). # Settings Find every Settings area in your Anedot fundraising account, including users and roles, brand, domains, Funds, bank accounts, organization details, and pausing. **Settings** is where you manage the setup of your fundraising account: who can use it, how your organization appears to donors, where your money goes, and your organization details. Go to **Settings** in the main menu, then choose an item from the Settings menu on the left. This article lists each Settings section and the Help Center articles that cover it. ## Where Should I Start? | If you want to... | Go to | | ---------------------------------------------------------------------------------------- | ------------------------------------------- | | Invite users, set permissions, create Teams, or connect another organization | [Access](/settings/access.md) | | Update your public name, URL, logo, custom domain, or SMS Keywords | [Configuration](/settings/configuration.md) | | Manage Funds, bank accounts, Billing Agreements, Donor Statements, or State Restrictions | [Finance](/settings/finance.md) | | Connect CRMs, email tools, webhooks, and other providers | [Integrations](/integrations.md) | | Review organization information, transfer ownership, see documents, or set your timezone | [Setup](/settings/setup.md) | | Pause or close your fundraising account | [Other Actions](/settings/other-actions.md) | ## Before You Begin * Each Settings item needs a permission. Items you don't have permission for appear in the menu but are grayed out. For example, **Users** needs **Access Management: Edit Users** permissions, and **Brand** needs **Account Management: Edit Account Details and Configuration** permissions. See [Permission Sets](/settings/access/permission-sets.md) for the full list. * When you open **Settings**, you land on **Users** first. ## Access The **Access** section has **Users**, **Invitations**, **Roles**, **Teams**, and **Connections**. In the Help Center, roles are covered in Permission Sets and connections are covered in Connected Accounts. * [Users](/settings/access/users.md) * [Permission Sets](/settings/access/permission-sets.md) * [Teams](/settings/access/teams.md) * [Connected Accounts](/settings/access/connected-accounts.md) * [Vendor & Client: Best Practices](/settings/access/vendor-client-best-practices.md) ## Configuration The **Configuration** section has **Brand**, **Domains**, and **SMS Keywords**. * [Brand Elements](/settings/configuration/brand-elements.md) * [Custom Domain & Email Branding](/settings/configuration/custom-domain-and-email-branding.md) * [SMS Keywords (Text-to-Give)](/settings/configuration/sms-keywords.md) ## Finance The **Finance** section has **Funds**, **Bank Accounts**, **Billing Agreements**, **Donor Statements**, and **State Restrictions**. * [Bank Accounts](/settings/finance/bank-accounts.md) * [State Restrictions](/settings/finance/state-restrictions.md) * [Funds](/settings/finance/funds.md) * [Billing Agreements](/settings/finance/billing-agreements.md) * [Donor Statements](/settings/finance/donor-statements.md) ## Integrations The **Integrations** section has **Integrations** and **Integration Requests**. The setup guides for each provider are in the Integrations section of the Help Center. * [Integrations](/integrations.md) ## Setup The **Setup** section has **Organization Information**, **Documents**, and **Timezone**. * [Organization Information & Account Ownership](/settings/setup/organization-information-account-ownership.md) * [Timezone](/settings/setup/timezone.md) * [Documents](/settings/setup/documents.md) ## Other Actions The **Other Actions** section has **Pause Account**. Closing an account is handled by our Support team at . * [Pausing Your Account](/settings/other-actions/pausing-your-account.md) * [Account Closure](/settings/other-actions/account-closure.md) ## Related Articles Email notification preferences belong to each user, not to the account, so they aren't in Settings. Open your profile menu in the top-right corner to manage them. See [Notifications](/get-started/security/notifications.md). * [Notifications](/get-started/security/notifications.md) * [Integrations](/integrations.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.anedot.com/settings.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. 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