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

# Safeclose settings and configuration reference

> A complete reference for every setting you can change in Safeclose — your personal preferences, account security, and organization workspace controls.

Safeclose organizes your configurable settings into two levels: personal settings that apply to your account across all workspaces, and organization settings that control how a specific workspace behaves. You can reach personal settings from **Settings** in the sidebar, and organization settings from **Organizations → \[your org name]**.

## Personal settings

Personal settings live at `/settings` and apply to you regardless of which organization is active.

<Tabs>
  <Tab title="Active workspace">
    Safeclose keeps you signed in to one organization at a time. The active workspace determines which organization's data, documents, and signing packages you see throughout the app.

    **To switch your active workspace:**

    1. Go to **Settings**.
    2. Under **Active workspace**, find the workspace switcher.
    3. Select the organization you want to make active.

    <Note>
      Opening any organization directly from its URL (for example, from a link a colleague shares) automatically updates your active workspace.
    </Note>

    From the **Active workspace** panel you can also:

    * Click **Edit profile card** to update your display name and profile details.
    * Click **Open workspace** to navigate directly to your current organization's settings.
  </Tab>

  <Tab title="Theme">
    Safeclose supports light and dark mode. Your theme preference is stored in your current browser — it is not synced across devices or browsers.

    **To change your theme:**

    1. Go to **Settings**.
    2. Under **Theme**, select your preferred mode using the theme switcher.

    <Tip>
      Safeclose uses a high-contrast palette designed for sensitive collateral work. Dark mode is recommended in low-light environments.
    </Tip>
  </Tab>

  <Tab title="Account & security">
    The **Account & security** panel lets you manage your identity and access controls directly within Safeclose, without leaving the app.

    | Setting              | What it controls                                                                           |
    | -------------------- | ------------------------------------------------------------------------------------------ |
    | Email                | The email address associated with your account                                             |
    | Password             | Change your login password                                                                 |
    | Authenticator (TOTP) | Enroll or remove a time-based one-time password app (e.g. Google Authenticator, 1Password) |
    | Connected accounts   | Link or unlink OAuth providers (e.g. Google) for single sign-on                            |
    | Sessions             | View and end active sessions on other browsers or devices                                  |

    <Warning>
      Ending a session on another device signs that session out immediately. Make sure you intend to revoke access before confirming.
    </Warning>
  </Tab>
</Tabs>

***

## Organization settings

Organization settings are available to members whose role includes the relevant permissions. Navigate to **Organizations**, select your workspace, and use the tab navigation to find each area.

<Note>
  The **owner** role always has full access to every organization setting, regardless of individual permission assignments.
</Note>

### General (overview)

The overview tab for your organization displays the workspace name and URL slug. Members with the `orgSettings` permission can edit these fields.

| Field             | Description                                                                 |
| ----------------- | --------------------------------------------------------------------------- |
| Organization name | The display name shown throughout the app and to members                    |
| Slug              | The URL-safe identifier used in your workspace URL (e.g. `/orgs/your-slug`) |

***

### Brand

The **Brand** tab lets you customize how your organization appears to members and signers. Requires the `brand` permission.

***

### Locations

The **Locations** tab manages the physical or logical locations associated with your organization. Signing packages are scoped to a location. Requires the `locations` permission.

You can:

* Add a new location with a name and relevant details.
* Edit an existing location's information.
* Remove a location that is no longer in use.

***

### Roles

The **Roles** tab lets you create and manage custom roles for your organization. Each role is a named set of permissions that you assign to members. Requires the `roles` permission.

**To create a role:**

1. Scroll to the **Create role** form at the bottom of the Roles tab.
2. Enter a **Name** (required) and an optional **Slug**.
3. Check the permissions you want to grant.
4. Click **Create role**.

**To edit a role's permissions:**

1. Find the role in the list.
2. Check or uncheck permissions and click **Save role**.

**To delete a role:**

* Click **Delete role** next to any custom role. Built-in roles cannot be deleted.

#### Organization permission keys

Each role is a combination of the following permission keys. A member only sees the tabs and actions their role permits.

| Permission key | What it controls                                                            |
| -------------- | --------------------------------------------------------------------------- |
| `orgSettings`  | Edit the organization name and slug; access the workspace overview settings |
| `brand`        | View and edit the organization's branding                                   |
| `locations`    | Add, edit, and remove organization locations                                |
| `roles`        | Create, edit, and delete custom roles                                       |
| `members`      | Invite members, update their roles, and remove them from the organization   |
| `billing`      | View and manage the organization's plan and billing details                 |

<Note>
  The built-in **owner** role has all permissions permanently and cannot be modified. Custom roles can combine any subset of the keys above.
</Note>

***

### Members

The **Members** tab lets you add people to your organization and manage their access. Requires the `members` permission.

**To invite a member by email:**

1. Enter the person's email address in the **Invite by email** form.
2. Select the role slug you want to assign.
3. Click **Send invite**.

The invitation creates a pending membership record. The person can claim it when they sign in with that email address.

**To update a member's role:**

* In the members table, use the role dropdown next to the member and click **Save**.

**To remove a member:**

* Click **Remove** next to the member in the table.

<Warning>
  Removing a member revokes their access to the organization immediately.
</Warning>

***

### Billing

The **Billing** tab is where you manage your organization's subscription plan. Requires the `billing` permission.

Safeclose offers three paid plans:

| Plan       | Identifier   |
| ---------- | ------------ |
| Starter    | `STARTER`    |
| Pro        | `PRO`        |
| Enterprise | `ENTERPRISE` |

**To upgrade or change your plan:**

1. Open the **Billing** tab in your organization.
2. Select the plan you want and follow the Stripe Checkout flow.
3. After checkout completes, Stripe updates your subscription status automatically.

**To manage payment methods and view invoices:**

* Click **Manage billing** to open the Stripe Customer Portal, where you can update payment methods, download invoices, and cancel your subscription.

<Note>
  After completing Stripe Checkout, subscription status refreshes via webhook. There may be a brief delay before the updated plan appears in the app.
</Note>