# Settings

## What is this?

Settings are split into two tabs: **Organization** (organization-wide
configuration, only visible and editable with the `org:settings`
permission) and **My settings** (purely personal, reachable by every
member regardless of their own role).

## How to use it

- **Organization:** General (master data), status configuration,
  calendar/scheduling mode, test object and station types, device types,
  reports (design and defaults), webhooks, and API. If you don't see this
  tab, you don't have `org:settings` — Settings then goes straight to "My
  settings".
- **General:** Company name, address, optional contact email/phone, and
  company logo. This information appears in the sidebar/header (logo) as
  well as in the header/footer of PDF reports (company name, address,
  contact in the automatic footer) — a custom footer under "Reports"
  replaces the automatic text entirely.
  - **Sidebar and header display:** Controls whether the sidebar/header show
    logo and company name, logo only, or company name only (default: both).
    If "Logo only" is selected but no logo is uploaded, the company name is
    shown anyway — navigation never ends up blank.
  - **Default language:** Interface language (German/English) for members who
    haven't chosen a personal language under "My settings" → "Appearance".
    Anyone who picks one there overrides this default personally and across
    devices.
  - **Units:** A preselection of common measurement units (V, °C, mm, kg, …)
    offered as a dropdown when creating numeric properties for stations,
    test objects, and equipment. Custom units can be added here and removed
    again; the list applies organization-wide across all three type editors.
- **Status configuration:** For each of the fixed test statuses (Pending, In
  progress, Passed, …) only the **display label and color** can be changed —
  the statuses themselves (keys and flow) are fixed in the system and can
  neither be renamed nor added here; the status flow is described in
  `testsequenzen`. Two additional colors are available for milestone markers
  (pending/reached).
- **Client portal links** are managed directly on the respective project's
  detail page (the "Client portal" button) — there is no separate settings
  section for this anymore.
- **My settings:**
  - **Appearance:** Menu position — sidebar on the left with icon rail
    (default) or navigation in the header. Only applies on wide screens; on
    mobile there is always the tab bar at the bottom and the menu icon (☰)
    in the top left (see `navigation`). Also the
    personal interface language (German/English) — without a personal
    choice, the organization's default language applies. The quick language
    switcher in the header menu changes the same setting.
  - **Notifications:** Personal choice of which events reach you via
    in-app and email notification.
  - **Reports:** Personal defaults for the report dialog (see below) —
    usable regardless of your own role.
  - **Connected apps:** AI apps and agents (Claude, ChatGPT, Cursor, …) you've
    given access by signing in (OAuth) — with organization, role and last
    use; "Disconnect" revokes access immediately (see `agent-tokens`).
- **Report defaults (organization and user):** Both levels offer a selection
  of the fields from the report dialog at generation time — pre-set interim,
  scope (brief/standard/full/custom) including section selection, where test
  case photos appear (directly on the test case page or in an appendix),
  chart settings (resolution, grouping), and status filter. Title, customer
  details, sequence/station filters, per-channel chart time ranges, freetext
  sections, and section order are deliberately left out — those differ per
  report and don't make sense as a "default".
  - **"Use organization defaults":** On "My settings" → "Reports", this
    toggle is on by default — the report dialog then starts pre-filled with
    the organization's defaults. Only once you turn it off do you maintain
    your own defaults that may differ from the organization's.

## Common issues

- **"I don't see an Organization tab."** You're missing the `org:settings`
  permission — only Admin and Owner have it. Your own settings remain
  reachable regardless.
- **"My report defaults don't take effect."** Check whether the "Use
  organization defaults" toggle under "My settings" → "Reports" is turned
  off — while it's on, the organization's defaults always apply, regardless
  of any previously saved personal values.
- **"Where is user management?"** It's its own standalone page — see
  `benutzerverwaltung`.

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Source: https://www.testlabiq.com/en/help/settings