> For the complete documentation index, see [llms.txt](https://docs.roaddirect.co.nz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roaddirect.co.nz/eboard/settings.md).

# Settings

The Settings section is where you customise eBoard for your organisation. Open it from the **cog** icon in the eBoard navigation bar.

Access depends on your [access level](/getting-started/user-access-levels.md). Super Admins can see and change everything. Operations Users can see and update some settings (such as Job Booking Fields and Special Event Dates) but not the more sensitive ones (such as Vehicle Checks, the Hazard Register and the Daily Check List).

| Section                                                                                 | What it's for                                                                                                  |
| --------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------- |
| [Job Booking Fields](/eboard/settings/job-booking-fields.md)                            | Which booking fields are recommended, mandatory or in Express Booking, and the choices in each drop-down list. |
| [Special Event Dates](/eboard/settings/special-event-dates.md)                          | Public holidays and other special days shown on the Calendar.                                                  |
| [Timesheet](/eboard/settings/timesheet.md)                                              | Which allowances field staff can claim.                                                                        |
| [Notifications](/eboard/settings/notifications.md)                                      | SMS messages, Job Booking Portal contacts and OSR report emails.                                               |
| [Calendar](/eboard/settings/calendar.md)                                                | Office hours, start time labels, Express Booking and availability rules.                                       |
| [User Access](/eboard/settings/user-access.md)                                          | Extra permissions for field workers.                                                                           |
| [Warning Notices](/eboard/settings/warning-notices.md)                                  | How far ahead to warn about TMPs, reassessments and vehicle expiry.                                            |
| [Vehicle Checks - Mobile App](/eboard/settings/vehicle-checks.md)                       | The pre-start vehicle check items in the mobile app.                                                           |
| [Toolbox Briefing (Hazards) - Mobile App](/eboard/settings/toolbox-briefing-hazards.md) | The hazard register used in toolbox briefings.                                                                 |
| [Staff Competency Checklist](/eboard/settings/staff-competency-checklist.md)            | The competencies you track for staff.                                                                          |
| [Daily Check List](/eboard/settings/daily-check-list.md)                                | Daily office checks shown in the Day summary.                                                                  |
| [Tracking](/tracking/settings.md)                                                       | Settings for the Tracking System (opens Tracking).                                                             |
| [Xero Integration](/eboard/settings/xero-integration.md)                                | Linking users and clients to Xero.                                                                             |

Most settings pages show your current values with an **Edit** button. Click **Edit**, make your changes, then click **Save** (or **Cancel** to discard them).


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# Agent Instructions
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