> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings Comprehensive Guide

> Complete guide to configuring BuildBetter for your organization

BuildBetter's settings provide extensive customization options to tailor the platform to your organization's needs. This guide covers the full settings structure and what you'll find in each section.

## Overview

Settings in BuildBetter are organized into three sections:

<CardGroup cols={3}>
  <Card title="Account" icon="user">
    Your personal preferences, profile, notifications, integrations, and apps
  </Card>

  <Card title="Features" icon="sliders">
    Call recorder, transcription, documents, AI labeling, and AI assistant
  </Card>

  <Card title="Administration" icon="building">
    Workspace, members, billing, API & MCP, language, and referrals (admin only)
  </Card>
</CardGroup>

## Account Settings

The account section covers your personal configuration. These settings affect only your experience.

### Preferences

Display and behavior settings:

* Time zone configuration
* Date format preferences
* Theme settings

### Profile

Control how you appear to others:

* Update your display name
* Upload a profile picture

### Notifications

Configure which email notifications you receive:

* **Call Summary Emails** — email summary after calls you attend
* **Call Pre-consent Emails** — consent request sent to participants before scheduled calls
* **External Call Summary Emails** — summaries for calls with external participants
* **Weekly Cluster Trend Report** — weekly trending clusters and insights

<Note>
  All notification types are ON by default. Personal settings override workspace defaults.
</Note>

### Privacy & Security

Manage your data visibility and recording preferences:

* **Default privacy level** for hosted calls (Workspace or Participants only)
* **Recording consent** settings
* **Pre-consent email** toggle

### Integrations

Connect your calendar and meeting platforms:

* **Calendar connections** — Google Calendar, Outlook
* **Auto-record** settings for scheduled and ad-hoc calls
* **Supported platforms** — Zoom, Google Meet, Microsoft Teams, Webex

See also: [Bot Recording Rules](/pages/Calls%20&%20Recordings/bot-recording-rules)

### Apps

Manage connected applications:

* Slack, Asana, Zapier, and other third-party app connections

## Feature Settings

Configure how BuildBetter's AI and recording features work for your workspace.

### Call Recorder

Configure the recording bot:

* **Bot name** — custom display name shown when the bot joins meetings
* **Recording view** — Gallery View or Speaker View
* **Recording limits** — set hour caps per billing period

### Transcription

Control transcription behavior:

* Primary language selection
* Multi-language detection
* Speaker identification settings

### Documents

Configure AI document generation settings.

### AI Labeling

Configure how AI automatically labels and classifies your content. This page contains three subsections:

<AccordionGroup>
  <Accordion title="Custom Taxonomy" icon="sitemap">
    Define your organization's classification system. Generate a four-level hierarchy (Domain > Product > Feature > Tag) from your product documentation, then let AI auto-label incoming signals.

    See the full [Taxonomy documentation](/pages/Taxonomy/overview) for details.
  </Accordion>

  <Accordion title="Call Types" icon="phone">
    Configure how calls are classified (e.g. customer calls, internal meetings, sales demos).
  </Accordion>

  <Accordion title="Signal Types" icon="chart-line">
    Manage the signal types used for extraction (e.g. bug, feature request, complaint, testimonial). There are 35 built-in types.
  </Accordion>
</AccordionGroup>

### AI Assistant

Customize AI behavior:

* Custom context for AI-generated content
* Tone and style preferences
* Summary settings

## Administration Settings

<Warning>
  Administration settings require admin permissions. Contact your workspace admin if you need access.
</Warning>

### Workspace

Organization-wide configuration:

* **Company name and branding** — logo, organization profile
* **Custom Context** — provide company-specific information to improve AI accuracy (see [Custom Context guide](/pages/Settings/custom-context))
* **Domain management** — allowed email domains, auto-join rules
* **Security policies** — session settings, access controls

### Members

Manage your organization's team:

**Inviting Members**

* Invite by email (enter email, first name, last name)
* Invite by link (share a unique URL)

**Managing Members**

* Deactivate/activate user accounts
* Change roles (Admin or Member)
* Resend or revoke invitations

**Roles**

| Role       | Permissions                                                             |
| ---------- | ----------------------------------------------------------------------- |
| **Admin**  | Full access to all settings, billing, team management, and integrations |
| **Member** | Access to core features but cannot change organization-level settings   |

### Billing

Manage your subscription and usage:

* Current plan details and usage statistics
* Upgrade options
* Payment method management via Stripe portal
* Invoice history

<Info>
  All plans include unlimited seats — invite your entire team without per-user fees.
</Info>

### API & MCP

Developer tools and integrations:

* API key generation and management
* MCP server configuration
* Webhook setup
* Usage monitoring

See the [MCP documentation](/pages/MCP/overview) for details on the MCP server.

### Language

Configure language preferences for your workspace.

### Referrals

Manage your referral program and track referral status.

## Best Practices

<Check>
  **Regular Reviews**: Review settings quarterly to ensure they match current needs
</Check>

<Check>
  **Security First**: Regularly review security settings and access logs
</Check>

<Check>
  **Test First**: Test new settings with a small group before org-wide rollout
</Check>

<Check>
  **User Training**: Ensure team members understand setting impacts
</Check>

## Troubleshooting

### Common Issues

**Settings Not Saving**

* Check your permissions (some settings require Admin role)
* Verify browser compatibility
* Clear cache and cookies
* Contact support if issue persists

**Integration Failures**

* Re-authenticate connections
* Check API limits
* Verify webhook URLs
* Review error logs

**Access Problems**

* Confirm role assignments
* Check workspace membership
* Verify domain settings
* Review SSO configuration

### Getting Help

If you encounter issues:

1. Check the in-app help documentation
2. Review error messages for specific guidance
3. Contact your organization admin
4. Reach out to [BuildBetter support](mailto:support@buildbetter.ai)

<Tip>
  Most setting changes take effect immediately, but some (like recording rules) may take up to 5 minutes to propagate.
</Tip>