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

# Account Settings

A map of every screen under Account Settings, and where it's explained.

Account Admins reach **Account Settings** from the foot of the main menu. The Welcome screen shows your account at a glance and links to every settings screen. Screens marked **Pro** are Pro plan features.

## Account

| Screen               | What it does                                                                                                       |
| -------------------- | ------------------------------------------------------------------------------------------------------------------ |
| Basics               | Your firm's name, email domain, country, [time zone](/guides/admin/time-zones.md), language and logo.              |
| Subscriptions        | Your plan, the number of users, invoices and AI Assistants packs.                                                  |
| Users                | Who can sign in, their roles and invitations. See [Adding your team](/guides/getting-started/adding-your-team.md). |
| Single Sign On (Pro) | Sign in with Microsoft. See [Single Sign-On](/guides/advanced/single-sign-on-azure.md).                            |
| Support Resources    | Help, and a call with your account manager.                                                                        |
| User Docs            | Your firm's own documents, shown under Docs in the main menu.                                                      |

## App Config

| Screen                   | What it does                                                                                                                                                                         |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| General Settings         | Which record types appear in the main menu, unique names, the Won status, required fees.                                                                                             |
| Pipelines                | Statuses, phases, health rules, forms on entry and exit, how pipelines are shown. See [Designing your project pipeline](/guides/getting-started/designing-your-project-pipeline.md). |
| News Feed                | Automatic posts, default post options, a shared dashboard above the feed.                                                                                                            |
| Enquiries                | Enquiry phases and the website enquiry form.                                                                                                                                         |
| Relationships            | The named relationships between records, such as Client or Architect.                                                                                                                |
| Ratings + Assessments    | Questionnaires for companies and projects. See [Assessments](/guides/everyday/assessments.md).                                                                                       |
| Projects, Companies      | Project sheets and stages; the default company status.                                                                                                                               |
| Relationship Plans (Pro) | Templates and options. See [Relationship Plans](/guides/everyday/relationship-plans.md).                                                                                             |
| Currencies (Pro)         | Fees in more than one currency. See [Currencies](/guides/admin/currencies.md).                                                                                                       |
| Events                   | Calendar colours and the RSVP label.                                                                                                                                                 |

## Forms & Fields

| Screen            | What it does                                                                                                        |
| ----------------- | ------------------------------------------------------------------------------------------------------------------- |
| Form Designer     | The forms people fill in when adding or editing a record.                                                           |
| Fields            | Every field, including your own custom fields and button fields.                                                    |
| Categories + Tags | How records are classified. See [Setting up categories and tags](/guides/getting-started/setting-up-categories.md). |
| Panels            | The order and names of the panels on a record's page.                                                               |
| Numbering         | Automatic project numbers.                                                                                          |

## Integrations

| Screen                      | What it does                                                                                                                                                                  |
| --------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Synergy (Pro)               | Two-way sync with Total Synergy. See [Synergy](/guides/integrations/synergy.md).                                                                                              |
| Mailchimp, Campaign Monitor | Send lists of contacts to your email marketing platform. See [Mailchimp](/guides/integrations/mailchimp.md) and [Campaign Monitor](/guides/integrations/campaign-monitor.md). |
| Inbound Emails              | Addresses to BCC so that emails are logged against records. See [Filing emails by BCC](/guides/integrations/inbound-emails.md).                                               |
| API Access                  | Access tokens for your own integrations. See the [API documentation](/api/intro.md).                                                                                          |
| AI Usage (Pro)              | Ask, AI Assistants packs and what's shared. See [Ask & AI Assistants](/guides/everyday/ask-and-ai-assistants.md).                                                             |

## Data Input, Reporting & Automation, Maintenance

| Screen                  | What it does                                                                                                        |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------- |
| Customer Forms          | Forms your clients fill in, and their submissions.                                                                  |
| Scheduled Reports       | Reports emailed to the team. See [Scheduled Reports](/guides/reports/scheduled-reports.md).                         |
| Automated Actions (Pro) | Actions that run when records change. See [Automated Actions](/guides/reports/automated-actions.md).                |
| Deleted records         | Restore records that were deleted. See [Deleted records and Export Data](/guides/admin/deleted-and-export.md).      |
| Export Data             | Your account's records as spreadsheets. See [Deleted records and Export Data](/guides/admin/deleted-and-export.md). |