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

# Account & team

> Your operation's profile, team, permissions, and document branding.

Account settings define your operation and who works in it. Owners and admins configure it; everyone else works within the role they're given.

## Settings sections

The Account screen collects your operation's configuration:

* **Personal Info**: your own name, email, and password.
* **Farm Details**: the operation's name, address, and contact info.
* **Financial**: pricing tiers, fees, and money defaults that flow into every order and invoice.
* **Documents**: how your PDFs look. Upload your logo, position it (**Bottom left**, **Bottom center**, **Bottom right**), and set the footer for invoices and quotes.
* **Email**: the templates customers receive.
* **Products**: units of measure for your catalog (**Bales**, **Cases**, **Crates**, **Cubic Feet**, **Cubic Meters**, and more) and product defaults.
* **Equipment**: the trucks, trailers, and machines your operation tracks.
* **Calendar & Notifications**: what shows on the calendar and who gets alerted about what.
* **Preferences**: display density (**Comfortable** or **Compact**) and view defaults like **Card view**.
* **Shipping**: delivery defaults.
* **Data Management**: export your data as **CSV** or **Excel**.
* **Activity**: the operation-wide audit log, filterable by **Actor**, **Entity**, and **Event type**. When something changed and you need to know who and when, it's here.

## Team members

Invite teammates by email from **Team Members**. They receive an invitation link, set a password, and land in your operation with the role you chose. You can change roles or remove members any time.

## Roles and permissions

Five roles cover the shapes of an operation:

| Role           | Typical use                                                    |
| -------------- | -------------------------------------------------------------- |
| **Owner**      | Full access, including team and billing.                       |
| **Admin**      | Runs day-to-day operations and settings.                       |
| **Staff**      | Works orders, customers, inventory, and invoices as permitted. |
| **Farm staff** | Field-focused: orders and growing, without the business layer. |
| **Trucking**   | Delivery-focused: their loads and deliveries.                  |

Under **Roles & Permissions** you can tune what each role can do, permission by permission: viewing, creating, or deleting customers, changing order status, assigning drivers, recording payments, adjusting stock, and financial visibility switches like revenue, profit margins, inventory value, customer spending, and pricing.

<Note>
  That last group matters in the field: a crew member can work the growing schedule and never see a dollar figure. If someone can't find a feature these docs describe, check their role's permissions first.
</Note>

<Card title="Invite flow for new teammates" icon="user-plus" href="/quickstart" horizontal>
  Send them the Quickstart. It starts from the invitation email.
</Card>

<Note>
  Need a hand setting up your team or permissions? [Reach out](/contact) and we'll walk you through it.
</Note>