This reference documents every settings page available to workspace administrators in PlaneConnection. Settings are accessed from the sidebar under Settings within any module.
Most settings require the Admin or Account Owner role. Some settings (like profile) are
available to all users. Role requirements are noted for each section.
Organization Settings
| Page | Route | Role Required | Description |
|---|
| Organization | Settings > Organization | Admin | Workspace name, logo, timezone, default currency, and general organization details. |
| Organization Profile | Settings > Organization Profile | Admin | Public-facing organization profile for your workspace. |
| Modules | Settings > Modules | Admin | Enable or disable platform modules (Safety, Operations, FBO, Training). |
| Companies | Settings > Companies | Admin | Manage company entities within the workspace for multi-entity operations. |
People & Structure
| Page | Route | Role Required | Description |
|---|
| Members | Settings > Members | Admin | View, invite, edit, and remove workspace members. Assign roles. |
| Member Permissions | Settings > Members > > Permissions | Admin | Granular permission overrides for individual members beyond their role defaults. |
| Invite Member | Settings > Members > New | Admin | Invitation form for adding new workspace members. |
| Permissions | Settings > Permissions | Admin | View and manage permission sets. Configure which roles can access which features. |
| Roles | Settings > Roles | Admin | View all roles, their descriptions, and member counts. Create custom roles. |
| Role Detail | Settings > Roles > | Admin | Edit permissions for a specific role. |
| Departments | Settings > Departments | Admin | Create and manage organizational departments. Assign members. |
| Org Chart | Settings > Org Chart | Admin | Visual organizational hierarchy showing departments and reporting lines. |
Security & Authentication
| Page | Route | Role Required | Description |
|---|
| Security | Settings > Security | Admin | Session policies, login methods, and general security configuration. |
| Two-Factor Auth | Settings > Security > Two-Factor | Admin | Enable, enforce, and manage 2FA policies (TOTP, passkeys, device auth). |
| Passkeys | Settings > Security > Passkeys | Admin | Manage passkey enrollment across the workspace. Requires the Passkeys feature to be enabled. |
| Device Auth | Settings > Security > Device Auth | Admin | Trusted device authorization settings. Requires the Device Authorization feature to be enabled. |
| SSO | Settings > SSO | Admin | SAML-based Single Sign-On configuration (Okta, Azure AD, Google Workspace). Requires the SSO feature to be enabled. |
Privacy & Data Governance
| Page | Route | Role Required | Description |
|---|
| Privacy | Settings > Privacy | Admin | Privacy controls, consent management, and data handling preferences. |
| Trust | Settings > Trust | Admin | Trust center with data handling certifications and compliance status. |
| Data Retention | Settings > Data Retention | Admin | Configure retention periods per data type with archive/delete/notify actions. |
| Data Sharing | Settings > Data Sharing | Admin | Control what data can be shared externally (SmartScore, benchmarks). |
| Data Governance | Settings > Data Governance | Admin | Comprehensive data governance dashboard with classification and lineage. |
| Litigation Hold | Settings > Litigation Hold | Admin | Create and manage legal holds that prevent data deletion. |
| Privacy Requests | Settings > Privacy Requests | Admin | Handle data subject access requests (DSAR), right to erasure, and data portability. |
| Privacy Admin | Settings > Privacy Requests > Admin | Admin | Admin view for processing and responding to privacy requests. |
| SmartScore Consent | Settings > SmartScore Consent | Admin | Manage consent for SmartScore safety benchmarking data sharing. |
Billing & Subscription
| Page | Route | Role Required | Description |
|---|
| Billing | Settings > Billing | Owner/Admin | Subscription plan, usage, and billing history. |
| Payment Methods | Settings > Billing > Payment Methods | Owner/Admin | Manage credit cards and payment methods on file. |
| Stripe Connect | Settings > Billing > Stripe Connect | Owner/Admin | Connect Stripe for payment processing (FBO point-of-sale, invoice payments). |
| Cancel Service | Settings > Billing > Cancel | Owner | Initiate workspace cancellation with data export options. |
Integrations & API
| Page | Route | Role Required | Description |
|---|
| API Keys | Settings > API Keys | Admin | Create, view, and revoke API keys for programmatic access. Requires the API Keys feature to be enabled. |
| Create API Key | Settings > API Keys > New | Admin | API key creation form with scope and expiration settings. |
| Webhooks | Settings > Webhooks | Admin | Configure webhook endpoints for real-time event notifications. |
| Create Webhook | Settings > Webhooks > New | Admin | Webhook creation form with URL, events, and signing secret. |
| Webhook Detail | Settings > Webhooks > | Admin | View and edit a webhook endpoint. Delivery history and retry management. |
Portal
| Page | Route | Role Required | Description |
|---|
| Portal Settings | Settings > Portal | Admin | Enable/disable portal, feature toggles, branding, and request routing configuration. |
| Portal Clients | Settings > Portal > Clients | Admin | Manage portal client list: invite, suspend, reactivate, and remove clients. |
Operations Configuration
| Page | Route | Role Required | Description |
|---|
| Rules | Settings > Rules | Admin | Automation rules engine for trip workflows, escalations, and notifications. |
| Audit Log | Settings > Audit Log | Admin | Searchable log of all actions taken in the workspace with user, timestamp, and details. |
User Settings (All Roles)
| Page | Route | Role Required | Description |
|---|
| Profile | Settings > Profile | Any | Personal profile: name, email, avatar, phone number, and timezone. |
Feature Availability
Some settings pages are gated by features that must be enabled for your workspace. Contact your administrator or PlaneConnection support if you need access to a feature that is not visible:
| Feature | Enables |
|---|
| API Keys | API Keys settings page |
| Passkeys | Passkey enrollment settings |
| Single Sign-On | SSO configuration page |
| Device Authorization | Device authorization settings |
| Magic Link | Magic link authentication for portal |
| Email OTP | Email one-time password authentication |
| CAPTCHA | CAPTCHA on sign-in/sign-up forms |
User Roles
All platform roles and their capabilities.
Permissions Matrix
Feature-by-role permissions breakdown.
Manage Users
Invite and manage workspace members.
Manage Security
Configure security settings.
