> For the complete documentation index, see [llms.txt](https://wiki.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://wiki.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). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://wiki.roaddirect.co.nz/eboard/settings.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.