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
DrillerDB supports four user roles:
| Role | Access Level |
|---|---|
| Admin | Full access to all features and settings |
| Office | Most features, no system settings |
| Field | Field operations, limited admin |
| User | Basic access only |
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
User Management
- Users & Access - Add and manage team member accounts
- User Roles & Permissions - Understand Admin, Office, Field, and User roles
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