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

# Overview

# Settings & Admin

The Settings module provides comprehensive administration capabilities for managing your organization, users, and configurations.

## Overview

Access settings from the sidebar under **Settings**. The module is organized into several sections:

<img src="https://mintlify.s3.us-west-1.amazonaws.com/raysium/settings/placeholder-settings.png" alt="Settings Overview" />

## Organization Management

### Creating Organizations

Create new organizations:

1. Go to **Settings** → **Organizations**
2. Click **Create Organization**
3. Enter:
   * Organization name
   * Organization slug
4. Confirm creation

### Managing Organizations

Organization settings include:

* **Name**: Display name
* **Slug**: URL-friendly identifier
* **Logo**: Organization branding

### Organization Switching

Switch between organizations:

1. Click organization selector in header
2. Select desired organization
3. Dashboard updates to show organization data

## User Management

### Inviting Members

Invite users to your organization:

1. Navigate to **Settings** → **Organization**
2. Click **Invite Member**
3. Enter email address
4. Select role (Member/Admin)
5. Send invitation

### Invite Links

Generate shareable invite links:

1. Navigate to **Settings** → **Organization**
2. Click **Generate Invite Link**
3. Link expires in 24 hours
4. Share link with team members

### Managing Members

| Action      | Description                     |
| ----------- | ------------------------------- |
| View        | See all organization members    |
| Remove      | Remove member from organization |
| Update Role | Change member role              |

### Roles and Permissions

| Role   | Permissions                              |
| ------ | ---------------------------------------- |
| Owner  | Full control, delete org, manage billing |
| Admin  | Manage members, view all data, settings  |
| Member | Standard access to campaigns and leads   |

## Custom Fields

### Lead Custom Fields

Create custom fields for leads:

1. Go to **Settings** → **Custom Fields**
2. Click **Add Field**
3. Configure:
   * Name (internal identifier)
   * Label (display name)
   * Type (text, number, date, select, etc.)
   * Description
   * Required toggle
4. Save

### Supported Field Types

| Type         | Use Case              |
| ------------ | --------------------- |
| Text         | Single-line text      |
| Textarea     | Multi-line text       |
| Number       | Numeric values        |
| Date         | Date picker           |
| Select       | Dropdown with options |
| Multi-select | Multiple selections   |
| Checkbox     | Boolean values        |
| Email        | Email addresses       |
| URL          | Web addresses         |
| Phone        | Phone numbers         |

## Deal Fields

Configure custom fields for deals:

1. Go to **Settings** → **Deal Fields**
2. Create fields similar to lead custom fields
3. Fields available in deal creation/edit forms

## Deal Pipeline

Manage pipeline stages:

1. Go to **Settings** → **Deal Pipeline**
2. View default stages:
   * New
   * Qualified
   * Discovery
   * Proposal
   * Negotiation
   * Won
   * Lost
3. Customize stage colors
4. Configure field mappings per stage

## Data Export

Export your data:

| Export Type | Endpoint                 |
| ----------- | ------------------------ |
| Leads       | `/user/export/leads`     |
| Campaigns   | `/user/export/campaigns` |
| Deals       | `/user/export/deals`     |

## Account Deletion

Delete your account:

1. Go to **Settings** → **Profile**
2. Click **Delete Account**
3. Confirm triple times
4. All data is permanently deleted

## Admin View

### Toggle Admin View

Admins can toggle admin view:

1. In organization settings
2. Toggle "Admin View"
3. When enabled: see all organization data
4. When disabled: see only own data

### API Access

```http theme={null}
GET /organizations/admin-view/status
```

## Best Practices

1. **Organization Structure**: Create separate orgs for different businesses
2. **Role Management**: Use Admin role for team leads
3. **Custom Fields**: Plan field structure before implementation
4. **Pipeline Setup**: Configure stages that match your sales process
5. **Regular Exports**: Backup important data regularly