> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.confirm.global/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.confirm.global/_mcp/server.

# Settings Overview

Open **Settings** from the bottom of the sidebar. The page groups its cards by the question you arrive with: who you are, how candidates move through your process, and where your roles get seen. You only see the cards your role can use, and a group disappears entirely when none of its cards apply to you.

## Organization

*Your team and account.*

| Card                         | What it's for                                                                                                                                                                      | Who sees it                                           |
| ---------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------- |
| **My Account**               | Your name, and two-factor authentication for your sign-in. See [My Account](/settings/my-account).                                                                                 | Every role that signs in to the portal                |
| **Team Members**             | Everyone with access to your organization: invite people, set roles, and limit access to specific jobs. See [Team Members & Roles](/settings/team-and-roles).                      | Admins and Recruiters (only Admins can make changes)  |
| **Connect Email & Calendar** | Link a Google Workspace or Microsoft 365 account once; candidate email and interview booking both run on it. See [Connect Email & Calendar](/settings/integrations).               | Admins and Recruiters                                 |
| **Billing & payments**       | The company card your team pays with, monthly marketing and background check budgets, and a log of every payment. See [Company Card & Budgets](/billing/company-card-and-budgets). | Admins                                                |
| **Spend**                    | Where your organization stands this billing cycle. See [Spend & Billing](/billing/billing-and-usage).                                                                              | Admins, when Spend is turned on for your organization |

## Hiring

*How candidates move through your process.*

| Card                  | What it's for                                                                                                                                                                               | Who sees it                                                           |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------- |
| **Communications**    | Candidate message rules and templates, team notifications, and the mailbox candidate email is sent from. See [Communication Settings](/settings/communication-settings).                    | Admins, Recruiters, and Viewers (only Admins and Recruiters can edit) |
| **Scheduling**        | Default working hours and candidate reschedule limits for interviews. See [Scheduling Settings](/interviews/scheduling-settings).                                                           | Admins                                                                |
| **Knowledge Base**    | Information the AI agent uses to answer candidate questions on calls, including how your company name is pronounced. See [Job Knowledge Base](/jobs/job-knowledge-base).                    | Admins, Recruiters, and Viewers (only Admins and Recruiters can edit) |
| **Blocklist**         | Emails, phone numbers, names, and domains whose applications are rejected automatically. See [Blocklist](/settings/blocklist).                                                              | Admins                                                                |
| **Background Checks** | Screening terms, payment card, and your default screening package. Opens the **Settings** tab of the Background Checks area. See [Background Checks Overview](/background-checks/overview). | Admins                                                                |

## Attracting candidates

*Where your open roles get seen.*

| Card           | What it's for                                                                                                                                                   | Who sees it |
| -------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------- |
| **Job Boards** | Board accounts you post to with your own contract, and the public careers page CONFIRM hosts for you. See [Job Boards & Careers Page](/settings/job-boards).    | Admins      |
| **Referrals**  | Your shareable referral link and QR code, plus the employee roster referrals are matched against. See [Referrals & Employee Roster](/settings/employee-roster). | Admins      |

> **Note**
>
> **Spend** and **Background Checks** are switched on per organization. If you're an Admin and don't see **Spend**, or the Background Checks area says background checks aren't enabled, contact your CONFIRM account team to turn them on.

## Settings that live elsewhere

Some configuration is per job rather than organization-wide. Screening questions, the hiring pipeline, distance limits, a job's own communication overrides, and its interview schedule are all edited from the job's console. See [The Job Console](/jobs/job-console).

To change what someone can see, change their role or access on **Team Members** rather than looking for a per-page setting. See [Team Members & Roles](/settings/team-and-roles#what-each-role-can-do).