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Workspace configuration controls how your PlaneConnection instance operates. From subscription management to safety policy settings, these controls shape the platform to fit your organization’s needs.

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Prerequisites

  • You must have the system_administrator or platform_admin role to access most workspace settings.
  • Safety policy settings also require the safety_manager role.

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Accessing settings

Navigate to Settings in the sidebar. In the Safety module, this opens the settings hub with the following sections:
SectionWhat it controls
GeneralWorkspace name, slug, and basic configuration
SubscriptionCurrent plan, usage limits, tier comparison
MembersUser management (see How to Manage Users)
UsersUser directory and account details
PolicySafety policy statement and code of ethics
ClassificationReport classification categories and types
PrivacyData privacy settings and consent management
SecurityAuthentication, sessions, and MFA configuration
Data RetentionRecord retention policies per 14 CFR 5.97
TrustNon-punitive reporting policy and just culture settings
IntegrationsThird-party service connections
ExportData export and backup options

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Steps

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Review your subscription tier
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Navigate to Settings > Subscription. This page shows:
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  • Your current plan (Starter, Pro, or Enterprise)
  • Current usage against plan limits (users, reports, storage)
  • A comparison table of all available tiers
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    PlaneConnection uses a freemium model where all core SMS features are available on the Starter plan. Higher tiers unlock additional capabilities:
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    Feature areaStarterProEnterpriseCore SMS (reports, investigations, CPAs)IncludedIncludedIncludedCompliance trackingIncludedIncludedIncludedUser limitLimitedHigherUnlimitedAdvanced analytics—IncludedIncludedAI safety assistant—IncludedIncludedCustom integrations——IncludedPriority support——Included
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    Configure the safety policy
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    Navigate to Settings > Policy. Here you can:
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  • Enter or update your organization’s Safety Policy Statement.
  • Define your Code of Ethics.
  • Set your Safety Objectives and goals.
  • Identify your Accountable Executive by name and title.
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    A documented safety policy signed by the accountable executive is required by 14 CFR 5.21. The safety policy must include a commitment to safety, code of ethics, and non-punitive reporting provisions.
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    Set report classification
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    Navigate to Settings > Classification to customize:
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  • Report categories available in the submission form
  • Severity and likelihood labels and descriptions
  • Custom fields for your organization’s specific needs
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    Configure data retention
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    Navigate to Settings > Data Retention to review and set retention policies. Default retention periods align with 14 CFR 5.97:
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    Record typeRequired retentionSRM outputsAs long as control remains relevantSafety assurance findings5 yearsTraining records24 months after employee departureAll SMS recordsAvailable to FAA upon request
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    You can set retention periods equal to or longer than the regulatory minimums. You cannot set retention periods shorter than what the regulation requires.
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    Manage privacy settings
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    Navigate to Settings > Privacy to configure:
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  • Data collection disclosures
  • Privacy notice content
  • Consent management for optional data collection
  • CCPA/CPRA compliance settings (if applicable)
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    Configure the trust and just culture policy
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    Navigate to Settings > Trust to define your organization’s non-punitive reporting (just culture) policy. This is required by 14 CFR 5.21(a)(4) and includes:
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  • Definition of acceptable behavior vs. negligence
  • Protection guarantees for good-faith reporters
  • Escalation procedures for willful violations
  • Communication of the policy to all employees
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    Set up integrations
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    Navigate to Settings > Integrations to connect PlaneConnection with external services:
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  • Email notification providers
  • Calendar integrations
  • Flight tracking data sources
  • Maintenance management systems
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    Integrations are available on Pro and Enterprise tiers. If you need a specific integration not listed, contact PlaneConnection support.
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    Export workspace data
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    Navigate to Settings > Export to download your workspace data:
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  • Safety reports and investigations
  • Risk assessments and CPAs
  • Compliance evidence
  • User and activity records
    • 30
    Exports are generated in standard formats (CSV, JSON) for backup, migration, or analysis in external tools.

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    Module access

    PlaneConnection workspaces can have two modules enabled:
    • Safety (SMS): Safety Management System features
    • Operations (Ops): Flight operations management features
    Module access is determined by your workspace configuration. The module switcher in the sidebar allows users to switch between enabled modules.

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    Operations module settings

    When in the Operations module, settings are accessible under Settings in the Ops sidebar (searchable via Cmd+K). Operations settings include:
    • General preferences (calendar, email)
    • Flight tags and categories
    • Third-party vendor integrations
    • Profile settings