> 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/accessing-settings.md).

# Accessing Settings

Once you’ve successfully logged in, the next step is to configure and optimize your Cloudscaff account.

## Navigation

In the **side navigation**, scroll down and click **Settings**.

<div align="left"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FaLr6uEPiKPIcT1nmOuAK%2FScreenshot%202025-10-27%20at%2011.34.20.png?alt=media&amp;token=800c2527-2043-4bde-bc1e-0c3b1ba8fcf6" alt="" width="111"><figcaption></figcaption></figure></div>

## Settings

The **Settings** page will appear, showing the following options:

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2FCiUxTb0xKlnQIJ755c2c%2FScreenshot%202025-10-27%20at%2011.35.11.png?alt=media&amp;token=dc4d8806-9366-4370-8678-36ce82ff3bec" alt=""><figcaption></figcaption></figure></div>

### **Business Settings:**&#x20;

Manage your company information, branding, and operational preferences. Update your business details, upload logos, set tax rates, and configure document display options.

{% hint style="info" %}
[Click here to learn how to edit your Business Settings](/settings/business-settings.md)
{% endhint %}

### **Templates:**&#x20;

Customize the layout and content of your documents.

{% hint style="info" %}
[Click here to learn how to build and edit your Templates](/settings/templates.md)
{% endhint %}

### **User Profiles:**&#x20;

Manage system users, assign roles, and control access permissions. Each profile defines what team members can view or edit within Cloudscaff.

{% hint style="info" %}
[Click here to learn how to add and manage your Users](/settings/user-management.md)
{% endhint %}

### **Customer Profiles:**&#x20;

Create and manage customer accounts with contact details, addresses, and reference information. These profiles link directly to jobs, deliveries, and safety documents.

{% hint style="info" %}
[Click here to learn how to add and manage your Customers](/settings/customer-management.md)
{% endhint %}

### **Terms & Conditions:**&#x20;

Add and manage your company’s legal or operational terms that appear on documents. Keep your policies consistent across all client communications.

{% hint style="info" %}
[Click here to learn how to add and edit your Terms & Conditions](/settings/terms-and-conditions.md)
{% endhint %}