> ## 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: what's where

> Find the settings guide for your edition, and understand why a tab you were told about might not be on your screen.

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

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={['all']} roles="Owner, manager or accountant" />

Settings is one page with a rail of tabs down the left — a dropdown at the top on a phone. **Which tabs are in that rail is different for every kind of workspace**, so there is a settings guide per product rather than one list that half applies to you.

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

## Your settings guide

<Columns cols={2}>
  <Card title="Solo & Team" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/user.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=fdd8afb7b51f8405d9b0db68b4ae5f26" href="/practice/settings/index" width="24" height="24" data-path="images/icons/user.svg">
    A solo practitioner or small team on the Free, Starter, Essential or Team plan. Includes **Insurance Settings**, which the Enterprise plan does not have.
  </Card>

  <Card title="Hospital & Enterprise" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/hospital.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=9527bd2e20c0e54ab75827e6bfab3001" href="/hospital/settings/index" width="24" height="24" data-path="images/icons/hospital.svg">
    The Enterprise plan. Adds **Facility**, **Departments**, **Ward Management**, **Theatre** and **Role Navigation**.
  </Card>

  <Card title="Pharmacy" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/prescription-bottle-medical.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=b7f0512f701ab4c633b181f92d53e486" href="/pharmacy/settings/index" width="24" height="24" data-path="images/icons/prescription-bottle-medical.svg">
    The shortest rail of the four, plus the **Loyalty Program** tab that only a pharmacy gets.
  </Card>

  <Card title="Diagnostics" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/microscope.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=38c48280de9dc7fd8f3b58af1e90a2a1" href="/lims/settings/index" width="24" height="24" data-path="images/icons/microscope.svg">
    Adds **Lab Workflow**, which decides whether your lab runs clinical, DOT or reference-lab mode.
  </Card>
</Columns>

## Who can open Settings at all

You need to be the **owner**, a **manager**, or an **accountant**. Anyone else selecting **Settings** sees:

> You don't have permission to access the settings module. Please contact your clinic administrator.

Inside Settings, a further set of controls is **owner-only** even for managers — currency, tax rate and the free-clinic switch among them. They render, but you cannot change them. Ask an owner rather than hunting for a hidden permission; this one is not delegable.

## Why a tab might not be on your screen

Four things decide it, and they stack:

|               | Decides                         | Example                                                                             |
| ------------- | ------------------------------- | ----------------------------------------------------------------------------------- |
| **Edition**   | Which tabs exist at all         | **Lab Workflow** only exists for Diagnostics                                        |
| **Plan**      | Which tabs your tier includes   | **Facility** needs Enterprise; **Insurance Settings** is Solo and Team only         |
| **Care area** | Whether the unit is switched on | **Theatre** needs the Surgical theatre area; **Inventory** needs the Inventory area |
| **Your role** | Whether you can open or edit it | **Calendar Integrations** is owner and manager only                                 |

<Note>
  **A link to a tab you do not have opens General instead of an error.** So landing on **General Settings** when you expected something else almost always means that tab does not apply to your workspace — not that something is broken. Check the table above before assuming a fault.
</Note>

## Settings that work the same everywhere

A few are worth reading once regardless of edition:

<Columns cols={2}>
  <Card title="Business profile" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/building.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=2fb11462a1b8cdaf272232e89a060f52" href="/platform/settings/business-profile" width="24" height="24" data-path="images/icons/building.svg">
    Name, address, phone, email and timezone — the details that print on everything you send out.
  </Card>

  <Card title="Currency and tax" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/banknote.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=2b006617866720388d997ad5db06b379" href="/platform/settings/currency" width="24" height="24" data-path="images/icons/banknote.svg">
    One setting that also decides which payment provider your workspace uses.
  </Card>

  <Card title="Notification preferences" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/bell.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=e54c2cf755575f796a64e098e2f11de9" href="/platform/settings/notifications" width="24" height="24" data-path="images/icons/bell.svg">
    The four separate places notification settings live, and which one governs what.
  </Card>

  <Card title="Branding" icon="https://mintcdn.com/clinikehr/nLyvBRumcl1Yk8z3/images/icons/palette.svg?fit=max&auto=format&n=nLyvBRumcl1Yk8z3&q=85&s=3b2a5d7b762442ba8faf36251771633c" href="/platform/settings/branding" width="24" height="24" data-path="images/icons/palette.svg">
    Where each public page gets its logo, colours and copy.
  </Card>

  <Card title="Custom domains" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/globe.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=80fb437fa57114503e6e15ce57caea44" href="/platform/settings/custom-domain" width="24" height="24" data-path="images/icons/globe.svg">
    Serve your booking page, store, memberships, contact form or AI assistant on a domain you own.
  </Card>

  <Card title="Data export" icon="https://mintcdn.com/clinikehr/gjlpJWWKqjyYNRzM/images/icons/file-output.svg?fit=max&auto=format&n=gjlpJWWKqjyYNRzM&q=85&s=a55ee88e48530450a20a735d9a1e5946" href="/platform/security/data-export" width="24" height="24" data-path="images/icons/file-output.svg">
    Take a copy of your workspace data as CSV or ZIP.
  </Card>
</Columns>

<StillStuck topic="finding a settings tab" />
