Settings Reference

An overview of the Settings page — the per-deployment configuration. Settings is admin-only; other roles see their own pages but not these tabs.

Most installs see the home tab set — General · Network · Devices · Tickets · Updates · Backups. Everything else (LLM providers, Email, Identity, Restrictions, Security, Support, Users) lives under Advanced — grouped, ≤2 clicks away, and unchanged in function.

TabWhat you configureDetails
GeneralSite ID, customer name, timezone, discovery subnets, parallel jobs, device groups, assistant names, desktop chatGetting Started
NetworkUniFi controller URL + credentials, auto-sync, auto-adoptNetwork Discovery
DevicesDevice inventory + onboarding (link to the Devices page)Devices
TicketsCheck-in + auto-close lifecycle per priorityTickets
UpdatesAuto-update (on by default) · check / schedule / rollback (link to System → Updates)Updates
BackupsUSB backup schedule, network (NAS) copy, first-time stick setupBackups

Advanced

TabWhat you configureDetails
UsersAccounts, roles (admin / technician / user), password resetsGetting Started
LLM ProvidersLLM providers (chain + failover) and the Autonomy PolicyAutonomy Policy
EmailSMTP, alert recipients, morning digest + EOD summary, test sendsReports & KPIs
IdentityPasskey login (Pocket ID), GitHub/Google OIDC, appliance identity & DNSGetting Started
RestrictionsHard denies: blocked actions / devices / request phrases + self-protectionSecurity
SecurityCompliance/governance panel — LLM egress, MFA, telemetry, remote support, retention, audit, session policy, data deletion + Compliance baseline preset + attestation exportCompliance Controls
SupportForum-submit endpoint + token, and the Remote support (Tailscale) toggleSupport / Bug Report

Where the rest lives

Some settings live on other pages:

SettingWhere
Updates (auto-update / check / schedule / rollback)System → UpdatesUpdates
Support / bug-report bundleSystem → SupportSupport / Bug Report
Device control channels + 🔔 monitor toggleDevices page — Devices
Network Optimization scheduleDashboard → Network OptimizationNetwork Optimization

Roles at a glance

RoleSettings access
AdminFull — every tab above
OperatorNo Settings access (devices/tickets/approvals only)
Read-onlyNo Settings access (view dashboards/tickets/devices)

Autonomy, restrictions, and identity are the highest-impact tabs — changes there apply to the worker within one poll cycle (~15 s), no restart needed.