> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/settings.md).

# Settings

- [Accessing Settings](https://docs.cloudscaff.com/settings/accessing-settings.md): Once you’ve successfully logged in, the next step is to configure and optimize your Cloudscaff account.
- [Business Settings](https://docs.cloudscaff.com/settings/business-settings.md): Here you can manage and update your company information, branding, and general system preferences.
- [Templates](https://docs.cloudscaff.com/settings/templates.md): The templates section in Cloudscaff allows you to create and manage the customizable documents and classifications that form the foundation of your operational workflow.
- [Inspection Certificate Template: Build and Edit](https://docs.cloudscaff.com/settings/templates/inspection-certificate-template-build-and-edit.md): The Inspection Certificate Template allows you to design and standardize scaffold inspection forms in line with your company’s safety and compliance requirements.
- [Handover Certificate Template: Build and Edit](https://docs.cloudscaff.com/settings/templates/handover-certificate-template-build-and-edit.md): The Handover Certificate Template allows you to design and standardize scaffold handover forms in line with your company’s safety and compliance requirements.
- [Scaffold Types Template: Create and Edit](https://docs.cloudscaff.com/settings/templates/scaffold-types-template-create-and-edit.md): This section is where you define and manage the different types of scaffolding your company erects and uses in day-to-day operations.
- [Site Categories Template: Create and Edit](https://docs.cloudscaff.com/settings/templates/site-categories-template-create-and-edit.md): Standardize and categorize all job sites to enable accurate analytics, grouping, and reporting.
- [Site Groups Template: Create and Edit](https://docs.cloudscaff.com/settings/templates/site-groups-template-create-and-edit.md): Organize and group sites within categories to improve filtering, reporting, and data insights.
- [User Management](https://docs.cloudscaff.com/settings/user-management.md): The User Management section lets you create and manage user accounts, roles, and access permissions.
- [Add User](https://docs.cloudscaff.com/settings/user-management/add-user.md): Add and configure new users with roles, access levels, and optional SSO login settings.
- [Edit User](https://docs.cloudscaff.com/settings/user-management/edit-user.md): Edit existing user profiles to update names, contact details, titles, and roles.
- [Role Builder: Add or Update Roles](https://docs.cloudscaff.com/settings/user-management/role-builder-add-or-update-roles.md): This section explains how to open the Role Builder, create new roles, or edit existing ones.
- [Add or Update Permissions](https://docs.cloudscaff.com/settings/user-management/add-or-update-permissions.md): Permissions define what each user can see, create, edit, approve, or delete across the Cloudscaff system.
- [Understanding Permission Toggles](https://docs.cloudscaff.com/settings/user-management/understanding-permission-toggles.md): When adding or removing permissions, you’ll see various toggles listed inside a section. Each one defines what the selected role can see and do inside the system.
- [Permissions Structure Overview](https://docs.cloudscaff.com/settings/user-management/permissions-structure-overview.md): This page provides a complete overview of all system permissions, their associated tools, and available toggles.
- [Permission Reference: Quick Activation Guide](https://docs.cloudscaff.com/settings/user-management/permission-reference-quick-activation-guide.md): This reference lists every permission alphabetically, showing where it belongs, what it controls, and which toggles to enable.
- [Customer Management](https://docs.cloudscaff.com/settings/customer-management.md): Manage customer profiles, contact details, and information to ensure accurate records on documents, and reports.
- [Add Customer](https://docs.cloudscaff.com/settings/customer-management/add-customer.md): Create and store new customer profiles with full contact, address, and VAT details for accurate invoicing and record management.
- [Edit Customer](https://docs.cloudscaff.com/settings/customer-management/edit-customer.md): Open an existing customer from the list, update any details (or delete the record), and save changes—no need to re-enter unchanged fields.
- [Terms & Conditions](https://docs.cloudscaff.com/settings/terms-and-conditions.md): Add and manage the Terms & Conditions that automatically appear on your scaffold documents—such as handovers, inspections, dismantles, and certifications.