---
title: "Settings & team"
description: "Configure — the post-launch settings surface — plus regions & rules, team members, and roles."
---

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

# Settings & team

## Configure

Configure is the same 15-section surface as the
[onboarding wizard](/getting-started), reopened post-launch with every
section freely navigable. A few sections worth calling out:

- **Trading Platform** also holds **Platform Downloads** — per-OS installer
  URLs (Windows, macOS, iOS, Android). Leave a field blank to fall back to
  the generic platform links, or point them at your branded installers.
- **Branding** — brand colors, logos, and page metadata (site title, search
  description, social preview image), with a live UI preview. Page metadata
  is overwrite-only once set: blanking a field does not revert it.
- **Pipeline Steps** — includes the KYC verification method (manual vs
  SumSub, with provider credentials).
- **Job Scheduling** — enable, disable, and set the frequency of scheduled
  background jobs.

## Regions & rules

Region groups and rule sets have a dedicated editing surface beyond their
Configure steps:

- **Region Groups** map countries to jurisdictions. A **"Stranded
  Jurisdiction"** report at the top lists clients whose country no longer
  maps to their assigned region group (typically after a country was moved);
  **"Recompute"** reassigns everyone whose country now maps to exactly one
  group and flags the rest for manual review. Removing a country from a
  group warns you it will strand those clients' jurisdiction.
- **Rule Sets** define, per jurisdiction: which actions are allowed and their
  prerequisites (e.g. KYC before withdrawal), which registration fields
  clients must provide, and the trading-profile questionnaire. Each rule set
  keeps its own audit log. Deleting a rule set deletes its rules and history
  with it.

## Team & roles

The Manage area administers your management team (not clients):

- **"Invite User"** — invite an **Owner** (only owners can do this) or a
  **Manager**, optionally with a custom role. Pending invitations can be
  resent; members can be suspended (with a reason) and reactivated.
- **Roles & permissions** control which pages and which client data each
  role reaches. Every role has a **client visibility** setting — **"View all
  clients"** or **"View my clients only"** (enforced server-side, not just
  hidden in the UI). Permissions are granular per-resource checkboxes, with
  presets to start from: **"Brokerage Setup"**, **"User Manager (limited)"**,
  and **"User Manager (full)"**.
- The **Owner** role is read-only in the editor — it implicitly has full
  access. Built-in roles can be edited but not deleted; deleting a custom
  role with members requires choosing a replacement role first.

Source: https://docs.callistocrm.io/settings-and-team/index.mdx