Account Settings is where account admins and approved users manage the organization-level settings that control account details, user access, permissions, notifications, mobile app options, calendar settings, feature availability, and configurable data properties in Equip. These settings are restricted. Not every user can access Account Settings, and not every user who can view settings can edit them. Available settings may vary based on your account type, enabled features, and permissions.
Who Can Access Account Settings
Access to Account Settings is based on your Equip role and permissions.
Account admins can access and manage Account Settings for their account.
Users with Account Settings access may see the Account Settings option if their role includes permission to navigate to that area.
Users with edit access can make and save changes in the settings areas they are allowed to manage.
Users without Account Settings access will not see the Account Settings option and cannot edit account-level settings.
If you do not see Account Settings, or if you can view a page but cannot make the change you need, ask an account admin to review your role and permissions.
How It Works
Select your profile photo or initials in the top-right corner of Equip.
Select Account Settings. If you do not see this option, your role does not currently have access.
Use the left sidebar to choose the setting area you want to manage.
Make your updates if your role allows editing for that setting area.
Select Save when the page includes a save button.
Only users with the right account administration or edit permissions can update these settings.
General Account Settings
The General page shows Account Settings and is used to manage basic account information.
Account name — Update the account or organization name shown in Equip.
Website — Add or update the organization website when available for your account type.
About — Add a short description of the organization.
Account image — Update the account logo or profile photo.
Contact Information — Manage Primary Email, phone number, Time zone, and address fields.
Permission Settings
Permission Settings controls default permissions and report access for roles in your account.
Custom Roles — Create and manage custom roles for your organization.
Report Access — Choose which reports each role can access.
This area is not shown for every account type, and users need the right permissions to change role or report access settings.
Notification Settings
Notification Settings lets account admins manage account-level notification behavior.
Event Notifications Enabled — Choose whether Equip sends notifications when events are created or updated.
Mobile Settings
Mobile Settings manages settings for mobile app users.
Contact Management — Allow mobile users to hide their phone number from the directory. The exact labels use your account terminology, such as participant, student, mentor, or supporter.
Authentication Settings
Authentication Settings controls how users access the account.
Require SSO Login — Require users to sign in with Single Sign-On when available.
SSO Providers — Enable or disable Single Sign-On providers connected to your account.
Calendar Settings
Calendar Settings appears when calendar-related account settings are available.
Auto-Enable Event Syncing for New Users — Turn on event syncing automatically for users created after the setting is enabled.
Enable for Everyone — Apply event syncing to existing users when that option is shown.
Feature Settings
Feature Settings appears when account-level web features can be enabled or disabled for your account.
Turn available web features on or off for the account.
Some feature settings may include an Enable for Everyone option to apply the feature broadly to eligible users.
Data Properties
Data property settings help admins customize the fields and options used across Equip.
Categories — Organize events, documents, and notes.
Disability Types — Manage disability type options.
Discharge Reasons — Manage discharge reason options when available for your account type.
Custom Fields — Add, edit, reorder, or remove custom fields used to collect additional user information.
Outfitter AI Settings
Some accounts may see Outfitter AI settings when those features are enabled.
Intake Agent Settings — Configure which sections the intake agent asks about and the order of those sections.
Kits — Manage kit-related Outfitter AI settings when available.
Benefits
Centralized administration — Manage key account-wide settings from one place.
Consistent permissions — Control role and report access across the organization.
Flexible configuration — Adjust notifications, mobile options, features, and data properties to match how your organization works.
Cleaner user experience — Keep account information, contact details, and directory settings accurate.
Best Practices
Limit edit access to users who are responsible for account administration.
Review Permission Settings before adding new team members so each role has the right access.
Keep Contact Information current so account communications use the right email, phone number, timezone, and address.
Use Custom Fields for information your team needs consistently, not one-off notes.
Review settings after enabling a new Equip feature, since additional tabs or options may appear.
FAQs
Who can access Account Settings?
Account admins and users whose roles include Account Settings access can open this area. Users without that access will not see the Account Settings option.
Can anyone edit Account Settings?
No. Editing account-level settings is limited to account admins or users whose roles include edit access for Account Settings.
Why do I not see Account Settings?
Your role may not include access to Account Settings. Ask an account admin to review your role or permissions.
Why do I see different tabs than another admin?
Available tabs vary based on account type, enabled features, and permissions.
Do changes apply to everyone?
Many Account Settings changes are account-wide. Some settings, such as feature or calendar options, may include controls that determine whether changes apply only going forward or to existing users too.
Can I manage report access from Account Settings?
Yes. Open Permission Settings, then use Report Access to choose which reports each role can access.
Can I update the account logo here?
Yes, if your role allows editing Account Settings. Open Account Settings, then use the account image on the General page to update the account logo or profile photo.
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