Getting in, and who can
Settings sits at the foot of the sidebar, under the modules. Opening it needs an owner, a manager or an accountant. Anyone else — including a bench scientist with full result-entry rights — sees “You don’t have permission to access the settings module. Please contact your clinic administrator.” instead of the screen. On a desktop the screen opens with a left rail titled Lab Settings, strapline “Configure your professional workspace”, holding collapsible groups of tabs. On a phone that rail collapses into a single dropdown. The tabs are identical either way.The settings screen says Client where the rest of your lab says patient. Its third section is headed CLIENT EXPERIENCE and the portal tab is labelled Client Portal, while the sidebar title reads Lab Settings and its first section reads LABORATORY. Same people, two words. We use “patients” throughout these pages and quote the screen’s own wording whenever we name a control, so you can match what is in front of you.
Getting in is not the same as being able to change everything
Several controls are owner-only, and they are the ones that touch money and identity:
A manager or accountant sees these with their current values and no save button. Most give no message explaining why, so if a field refuses an edit in silence, this table is the reason.
A tab you were sent to is not there
Settings links carry a?tab= on the end, and a tab this edition does not include silently falls back to General Settings rather than showing an error. A link that lands you on General Settings when you expected something else is almost never broken — it is telling you that tab does not exist for a lab.
The four sections
Inventory appears when the Inventory area is switched on for your workspace. Lab Workflow exists only on Diagnostics — no other edition has it. A lab has no AUTOMATION & AI section, because both of the tabs that would fill it belong to the clinical edition. The notification group inside LABORATORY is headed Laboratory notifications.
Open a tab
General settings
Name, logo, address, contact details and the timezone your turnaround times are measured against.
Staff and teams
The staff list, the five-step invite wizard, the four lab roles, and who may authorise a result.
Inventory settings
Expiry horizons, expiry dates on delivery, dispense enforcement and the danger zone.
Lab workflow
Standard clinical, full DOT/SAMHSA, reference-lab intake only, or both — and what changes on screen.
Notifications
The master email switch and the categories your lab receives.
Billing and plans
Currency, tax rate, flat fees and free-clinic mode — all owner-only.
Online payments
Connect Stripe or Paystack so patients and referrers can pay you by card.
Payment details
Bank accounts and other channels, printed on invoices while a balance is due.
Client Portal
Publish the portal where patients read their own results — and the button that takes it offline.
Sharable documents
Consent forms and intakes that go out automatically when a patient books.
Security
Require two-factor across the lab, and read the bypass alerts.
Data export
Take a copy of your own data as CSV or ZIP, before you need it.
Looking for a tab that isn’t here?
Settings changes by edition, so several tabs people ask for genuinely do not exist on a Diagnostics workspace.
If you followed a link or a bookmark to one of those you will land on General Settings rather than an error page — that is the fallback working, not a fault. To compare what each edition and plan includes, see Plans and editions.