Settings & Administration
Configure DrillerDB to match your business needs with complete settings.
Quick Start: Access Settings
- Click Settings in the sidebar (gear icon)
- Select a settings tab (General, Users, Billing, etc.)
- Modify settings as needed
- Click Save to apply changes
Only Admin users have access to all settings tabs. Office and Field users see limited options based on their role.
Settings Tabs Overview
Admin users have access to 11 settings tabs:
| Tab | Purpose | Who Can Access |
|---|---|---|
| General | Company info, logo, subscription | Admin |
| Integrations | Third-party connections | Admin |
| Users & Access | User management and roles | Admin |
| Projects & Proposals | Default fields and templates | Admin, Office |
| Scheduling | Schedule configuration | Admin, Office |
| Billing & Invoicing | Invoice settings | Admin |
| Accounting | QuickBooks or Foundation sync | Admin |
| Security | MFA, passkeys, account security | Admin |
| Notifications | Alert preferences | All users |
| Activity Log | User activity tracking | Admin |
| System | Advanced settings | Super Admin |
User Roles
You assign roles here. Accountant is invited from Accounting instead, and is not in this picker.
| Role | Access Level |
|---|---|
| Admin | Full access to all features and settings |
| Office | Most features, plus the card on file. No plan changes, no cancellation, no user management |
| Field Supervisor | Crew and job operations, plus invoices, contacts, and the card on file. In the console Billing is their only settings page; on the classic app they reach the same pages as Office |
| Field Tech, shown as Field Tech (Driller) on the console | Field operations only, no settings |
| Basic User, shown as User on the console | An older stored role, and the two apps differ. In the console: what Office opens, except Billing. On the classic app: no Office access, and refused by nearly every gated page - but not a restricted role, see User Roles |
See User Roles for what each one can open.
Step-by-Step: Configure a New Company Workspace
- Set company profile and regional defaults in General settings
- Add team members and assign least-privilege roles
- Configure project, scheduling, and billing defaults
- Connect accounting/payment integrations as needed
- Review activity log and security settings before launch
Topics in This Section
Company Configuration
- General Settings - Company info, logo, timezone, and regional preferences
- Integrations - Connect third-party services for accounting, payments, and more
- QuickBooks Online - Set up bidirectional sync with QuickBooks
- Foundation Software - Connect Foundation accounting for construction contractors
- Stripe Connect - Enable online credit card and ACH payment processing
- Managing Multiple Companies & Branches - Set up and bill under more than one legal entity (Enterprise)
User Management
- Users & Access - Add and manage team member accounts
- User Roles & Permissions - Understand Admin, Office, Field Supervisor, Field Tech, Basic User, and Accountant
Business Settings
- Project Settings - Configure default fields, templates, and custom fields
- Billing Settings - Set up invoice numbering, payment terms, and tax rates
- Notifications - Control email and in-app notification preferences
Monitoring & Security
- Security & MFA - Multi-factor authentication, passkeys, and account security
- Activity Log - Track user activity and audit system events
Related Topics
- Getting Started - Initial onboarding steps
- Billing - Invoice and payment operations
- Troubleshooting - Resolve configuration issues