Settings & Administration
Configure DrillerDB to match your business needs with comprehensive settings.
Settings Tabs
Admin users have access to 10 settings tabs:
- General - Company info, logo, subscription
- Integrations - Third-party connections
- Users & Access - User management and roles
- Projects & Proposals - Default fields and templates
- Scheduling - Schedule configuration
- Billing & Invoicing - Invoice settings
- Accounting - QuickBooks/Foundation sync
- Notifications - Alert preferences
- Activity Log - User activity tracking
- 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 |
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
- 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
- Activity Log - Track user activity and audit system events