> ## Documentation Index
> Fetch the complete documentation index at: https://docs.levelset.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization Settings Overview

> How to configure Levelset for your organization

# Organization Settings

Organization Settings is where you configure how Levelset works. Changes here apply to all locations in your organization.

## How to Access Settings

1. Click your **profile icon** in the top-right corner
2. Select **Organization Settings**

## Settings Sections

The settings page has a sidebar with different sections:

### Modules

Configure the main features of Levelset:

| Section                   | What You Configure                                     |
| ------------------------- | ------------------------------------------------------ |
| **Positional Excellence** | Positions, rating criteria, role mapping, rating scale |
| **Discipline**            | Infraction types, actions, access, notifications       |
| **Roster**                | Pay settings (coming soon)                             |
| **Pathway**               | Training pathways (coming soon)                        |
| **Evaluations**           | Performance evaluations (coming soon)                  |

### Users and Security

Control who can access Levelset:

| Section         | What You Configure             |
| --------------- | ------------------------------ |
| **Users**       | Who can log into the dashboard |
| **Roles**       | The role hierarchy and colors  |
| **Permissions** | Role-based access controls     |

### Mobile App

Configure mobile access:

| Section           | What You Configure                |
| ----------------- | --------------------------------- |
| **Access**        | QR codes and links for mobile app |
| **Configuration** | Mobile app settings (coming soon) |

### Location & Organization

General information:

| Section                  | What You Configure                    |
| ------------------------ | ------------------------------------- |
| **Location Details**     | Location-specific settings and images |
| **Organization Details** | Organization-wide settings            |

## Who Can Access Settings

Access depends on your role and is unique to your organization's settings. By default:

| Role Level         | Access                                      |
| ------------------ | ------------------------------------------- |
| Level 0 (Operator) | Full access to all settings                 |
| Level 1            | Access to edit most settings                |
| Level 2            | View (but not edit) access to most settings |

## How Changes Work

### Auto-Save

Most settings save automatically:

* Text fields save when you click away
* Dropdowns save immediately when you select
* Toggles save on click

Some sections have a **Save Changes** button for explicit saving.

### What Changes Affect

| Change Type       | Effect                                  |
| ----------------- | --------------------------------------- |
| Position changes  | Affects what can be rated going forward |
| Role changes      | Affects permissions immediately         |
| User changes      | Affects login access immediately        |
| Criteria changes  | Affects future ratings (not historical) |
| Threshold changes | Affects how ratings are categorized     |

## Before Making Changes

<Warning>
  Changes affect all users and locations in your organization. Make changes carefully.
</Warning>

Best practices:

1. **Understand the impact** - Know what the change will affect
2. **Communicate** - Tell your team about changes that affect them
3. **Test if possible** - Try changes with a small group first
4. **Document** - Keep notes on what you changed and why

## Detailed Guides

Learn about specific settings:

<CardGroup cols={2}>
  <Card title="Positions" icon="briefcase" href="/organization-settings/positions">
    Set up and manage positions
  </Card>

  <Card title="Rating Criteria" icon="list-ol" href="/organization-settings/rating-criteria">
    Define the criteria for each position
  </Card>

  <Card title="Roles" icon="users" href="/organization-settings/roles">
    Configure the role hierarchy
  </Card>

  <Card title="Users" icon="user-plus" href="/organization-settings/users">
    Manage dashboard access
  </Card>
</CardGroup>