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

# Entity settings

> Manage your entity profile, team, security, fees, integrations, and documents.

Open [Settings](https://app.getlemma.com/_/settings/profile) from the entity you want to manage. Use the entity dropdown in the sidebar to switch to a different entity before making a change.

An entity is the legal business that holds your Lemma bank accounts, cards, transactions, and team membership. An entity can be a professional corporation, medical practice, or management company. One entity can have multiple bank accounts, cards, transactions, and team members.

## Access at a glance

If you can't see something in a settings page, you might not have permission to access it. Your [role](/docs/guides/user-roles) controls what you can see.

<Badge color="red">Owners only</Badge> Owner-only controls include entity address, NPI, EIN reveal, controllers and beneficial owners, user management, integrations, and more.

<Badge color="yellow">Accounting and owners</Badge> Accounting members and owners can manage custom transaction categories but not most of the core entity settings.

## Settings pages

<CardGroup cols={2}>
  <Card title="Profile" icon="user" href="/docs/entity-settings/profile">
    View business information, edit the entity address, manage NPI and beneficial-owner information, and update your personal notification, email, and password settings.
  </Card>

  <Card title="Users" icon="users" href="/docs/entity-settings/users">
    Invite colleagues to your team and control their account access.
  </Card>

  <Card title="Security" icon="shield-check" href="/docs/entity-settings/security">
    Configure multi-factor authentication for your Lemma login.
  </Card>

  <Card title="Fees" icon="receipt" href="/docs/entity-settings/fees">
    Choose the account Lemma uses for monthly fees and review fee invoices.
  </Card>

  <Card title="Integrations" icon="plug" href="/docs/entity-settings/integrations">
    Connect enabled EHR, remittance, banking, and accounting integrations.
  </Card>

  <Card title="Share documents with Lemma" icon="file-text" href="/docs/entity-settings/documents">
    Securely upload documents to share with Lemma.
  </Card>

  <Card title="Transaction categories" icon="tags" href="/docs/entity-settings/transaction-categories">
    Create, rename, and archive custom transaction categories.
  </Card>
</CardGroup>


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