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

# Settings

> A map of every settings tab a pharmacy has, who is allowed to open them, which controls are owner-only, and where the other editions' tabs live.

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['pharmacy']} roles="Owner, manager or accountant" />

Everything you configure once and then stop thinking about lives here: your pharmacy's details, your team, how money is written down, your loyalty programme, and the stock rules the till obeys. This page is the map — one card per tab.

<Path steps={['Sidebar', 'Settings']} />

## Getting in, and who can

**Settings** sits at the bottom of the sidebar, in the footer. Opening it needs one of three roles: **owner**, **manager** or **accountant**. Anyone else gets a single line instead of the screen — "You don't have permission to access the settings module. Please contact your clinic administrator." A cashier cannot open Settings at all, which is deliberate: nobody working a till should be able to change your tax rate mid-shift.

On a desktop you get a left rail headed **Pharmacy Settings**, with the strapline "Configure your professional workspace". On a phone that rail collapses into a single dropdown at the top. The tabs are identical either way.

## 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:

| Owner-only                                                              | On                                                    |
| ----------------------------------------------------------------------- | ----------------------------------------------------- |
| **Currency**, **Tax Rate (%)**, **Free Clinic Mode**, **Flat Rate Fee** | [Billing and plans](/pharmacy/settings/billing)       |
| Every field, including the name, logo and timezone                      | [General settings](/pharmacy/settings/general)        |
| **Invite Staff** and every row action                                   | [Staff and teams](/pharmacy/settings/staff)           |
| **Require Two-Factor Authentication**                                   | [Security](/pharmacy/settings/security)               |
| Adding, editing and toggling payment channels                           | [Payment details](/pharmacy/settings/payment-details) |
| Connecting Stripe or Paystack                                           | [Online payments](/pharmacy/settings/online-payments) |
| The inventory **Danger Zone** — hidden entirely, not greyed out         | [Inventory settings](/pharmacy/settings/inventory)    |

A manager or accountant sees these with their current values and no save button. Most of them 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 pharmacy.

## The three sections

A pharmacy has far fewer settings than a clinic does, and that is the point: three sections, ten tabs, nothing about appointments or wards.

| Section      | Tabs                                                                  |
| ------------ | --------------------------------------------------------------------- |
| **PHARMACY** | General Settings · Staff & Teams · Inventory · Notifications          |
| **BILLING**  | Billing & Plans · Online Payments · Payment Details · Loyalty Program |
| **SYSTEM**   | Security · Data Export                                                |

Two notes on that table. **Inventory** ("Alerts, dispensing rules & reset") appears when the Inventory area is switched on — for a retail pharmacy it always is. And there is **no AUTOMATION & AI section and no CUSTOMER EXPERIENCE section** for a pharmacy: every tab that would fill them belongs to the clinical editions, so the sidebar drops the heading rather than showing an empty band.

## Open a tab

<Columns cols={2}>
  <Card title="General settings" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/building.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=2fb11462a1b8cdaf272232e89a060f52" href="/pharmacy/settings/general" width="24" height="24" data-path="images/icons/building.svg">
    Name, logo, address, contact details and the timezone that decides your trading day.
  </Card>

  <Card title="Staff and teams" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/users-gear.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=210d44238273a7f360d481bc6e067e0c" href="/pharmacy/settings/staff" width="24" height="24" data-path="images/icons/users-gear.svg">
    The staff list, the five-step invite wizard, the four pharmacy roles, and why seats cost nothing.
  </Card>

  <Card title="Inventory settings" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/boxes-stacked.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=a9cf085f0f1d4e59a1592ac620aa497e" href="/pharmacy/settings/inventory" width="24" height="24" data-path="images/icons/boxes-stacked.svg">
    Expiry horizons, selling without stock, expiry dates on delivery, and the danger zone.
  </Card>

  <Card title="Notifications" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/bell.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=e54c2cf755575f796a64e098e2f11de9" href="/pharmacy/settings/notifications" width="24" height="24" data-path="images/icons/bell.svg">
    The master email switch and the categories your pharmacy receives.
  </Card>

  <Card title="Billing and plans" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/credit-card.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=0cb94e491d19b5f3dfd58a1eb2cfc987" href="/pharmacy/settings/billing" width="24" height="24" data-path="images/icons/credit-card.svg">
    Currency, tax rate, flat fees and free-clinic mode — all owner-only.
  </Card>

  <Card title="Online payments" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/money-bill-transfer.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=4cac2e69b070de30b5159da0db7a2602" href="/pharmacy/settings/online-payments" width="24" height="24" data-path="images/icons/money-bill-transfer.svg">
    Connect Stripe or Paystack so customers can pay you by card.
  </Card>

  <Card title="Payment details" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/banknote.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=2b006617866720388d997ad5db06b379" href="/pharmacy/settings/payment-details" width="24" height="24" data-path="images/icons/banknote.svg">
    Bank accounts and other channels, printed on invoices while a balance is due.
  </Card>

  <Card title="Loyalty program" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/tag.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=b39d22b9ebb8ec341d2003f411c98458" href="/pharmacy/settings/loyalty" width="24" height="24" data-path="images/icons/tag.svg">
    Spend-based rewards that apply themselves at the till, plus four customer alerts.
  </Card>

  <Card title="Security" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/shield-check.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=5d8bb633f471c4058b637fc75112837b" href="/pharmacy/settings/security" width="24" height="24" data-path="images/icons/shield-check.svg">
    Require two-factor across the pharmacy, and read the bypass alerts.
  </Card>

  <Card title="Data export" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/file-export.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=291214922dbe9071770febfdac6e30ac" href="/pharmacy/settings/data-export" width="24" height="24" data-path="images/icons/file-export.svg">
    Take a copy of your own data as CSV or ZIP, before you need it.
  </Card>
</Columns>

## Looking for a tab that isn't here?

People go hunting for these because a colleague on a different edition described them. They are not hidden and they are not broken — they do not exist for a pharmacy.

| Tab                                                                                         | Where it lives                         | Documented in                                      |
| ------------------------------------------------------------------------------------------- | -------------------------------------- | -------------------------------------------------- |
| **Auto Pay**, **Memberships**, **Store Page**                                               | Clinic & Hospital only                 | [Clinic settings](/practice/settings/index)        |
| **Appointment Services**, **Booking Settings**, **Booking Page Designer**, **Contact Form** | Clinic & Hospital only                 | [Clinic settings](/practice/settings/index)        |
| **Communications**, **AI Settings**, **Calendar Integrations**                              | Clinic & Hospital only                 | [Clinic settings](/practice/settings/index)        |
| **Insurance Settings**                                                                      | Clinic & Hospital, solo and team plans | [Insurance settings](/practice/settings/insurance) |
| **Client Portal**, **Sharable Documents**                                                   | Clinic & Hospital, and Diagnostics     | [Client portal](/lims/settings/portal)             |
| **Lab Workflow**                                                                            | Diagnostics only                       | [Lab workflow](/lims/settings/lab-workflow)        |
| **Facility**, **Theatre**, **Ward Management**, **Departments**, **Role Navigation**        | Enterprise plan, clinical edition      | [Hospital settings](/hospital/settings/index)      |

One tab runs the other way. **Loyalty Program** exists **only** for the Pharmacy edition — a colleague running a clinic genuinely cannot see the tab you are describing to them, whatever their plan.

To compare what each edition and plan includes, see [Plans and editions](/platform/plans/overview).