> ## Documentation Index > Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt > Use this file to discover all available pages before exploring further. # Settings > Configure buildings, users, device types, document types, units, and tags across your Cloud BMS portfolio. Settings is a portfolio-level module. Access it from the left navigation bar before selecting a building. Changes you make here apply across your entire Cloud BMS instance. The Settings module provides administrative configuration for your Cloud BMS instance. It manages buildings, users, device types, document types, units, and tags that apply across your portfolio. ## Buildings The Buildings section provides detailed configuration for each building in your portfolio. Admin Settings Buildings page showing a list of buildings with picture, name, category, and address columns Go to `Settings` and select `Buildings`. Use the search bar to find your building or browse the list. Click a building name to access its configuration. Five tabs are available: * **Details** shows the building name, address, construction year, and category * **Areas** lists the floors, zones, and rooms (see the [areas documentation](/products/kode-os/areas) for management) * **Users** shows users assigned to this building * **Files** contains building-related documents and 3D BIM model files, with creation logs and file metadata * **Devices** lists devices associated with the building ### Add a BIM file Upload a 3D BIM model file on the building **Files** tab before you add it to an area dashboard. Supported formats include `.fbx` and other 3D file types your organization allows. Go to `Settings` and select `Buildings`. Click the building name, then open the `Files` tab. Select the three-dot menu to the right of the search bar and choose `Add BIM Model`. Upload or select your 3D model file. Building Files tab in Admin Settings showing a file table with BIM Model and Floor Plan types and the three-dot menu open with Add BIM Model highlighted After the upload completes, the file appears in the table with **Type** set to `BIM Model`. You can search and filter files using the search bar. The **Files** menu also supports `Add Floor Plan`, `Add Device File`, and `Add Building File` for other asset types. BIM files are used only with the [BIM Model widget](/products/kode-os/areas#add-a-bim-model-to-an-area) in Areas. File name as stored for the building (for example, an `.fbx` model file). File category. BIM uploads show as `BIM Model`. Timestamp when the file was uploaded. ### Manage building users From a building's `Users` tab, you can view all users assigned to that building and manage their access. Building Users tab showing a table of assigned users with name, email, position, role, and phone columns Click `+ Assign Users` to add users to the building. Search for users by name, select or deselect them, and click `Save changes`. ### Device settings The **Devices** tab under a building's admin configuration controls how device detail pages behave for that building. Use it to set the default landing page, show or hide tabs and summary cards per canonical type, and control which points appear by default. Building-level settings apply to **all devices** in that building. Export and import configurations to reuse the same setup across your portfolio. Go to **Settings** > **Buildings**, then click the building name. Open the **Devices** tab. Three customization sections are available: **Default Navigation**, **Tabs & Cards**, and **Point Visibility**. #### Default navigation Choose which page opens when a user opens a device. Devices tab showing Default Navigation options with Last Navigation, Trends, and Graphics radio buttons The device opens to the last page the user visited on that device. This is the default setting. The device always opens to the **Trends** tab. The device always opens to the **Graphics** tab. If no graphic is available for the device, it opens to **Trends** instead. Click **Save Changes** to apply your selection. #### Tabs and cards Configure which tabs and summary cards appear on device detail pages, organized by canonical device type. End users see only the tabs and cards you enable for that device's canonical type. Tabs and Cards configuration showing a matrix of device types and toggles for Graphics, Work Orders, FTT, FDD Events, Schedule, Referenced Devices, and Weather Each row represents a canonical device type (for example, `ahu`, `airQuality`, `coolingTower`). The columns are split into two groups: | Group | Options | | --------- | ----------------------------------------------------------------- | | **Tabs** | **Graphics**, **Work Orders**, **FTT** | | **Cards** | **FDD Events**, **Schedule**, **Referenced Devices**, **Weather** | Toggle each option to show or hide it for that canonical type. The **Trends** and **Device Details** tabs are always enabled and cannot be hidden. If you disable **Graphics** for a canonical type, that tab is hidden on matching devices. Hide tabs and cards that are not relevant to specific equipment types. For example, disable **Work Orders** or **Weather** on device types where operators do not need them. Click **Save Changes** to apply your updates. #### Point visibility Control which points are visible by default on device detail pages. Configuration is based on **ontology field** and applies per canonical device type. Point Visibility configuration showing a device type dropdown, point name list grouped by ontology field, and show/hide toggles Use the dropdown to select the canonical device type you want to configure (for example, `ahu`). Optional: filter by **Status** — **All** or **In Use**. Use **Search** to find ontology fields quickly. Points are grouped by ontology field. For each field, set **Show** (visible by default) or **Hidden** (hidden by default). Use **Show all** or **Hide all** within a group to bulk-toggle every field in that section. Click **Save Changes** to apply the updated visibility settings. On the device **Trends** tab, hidden points do not appear in the left panel by default. End users can reveal them with **Show Hidden**. #### Import and export device settings Export and import applies to all device customization settings: **Default Navigation**, **Tabs & Cards**, and **Point Visibility**. Use it to copy a proven configuration from one building to another. Import Device Settings with Sheet dialog showing a file upload area Open the building's **Devices** tab. Click **Export Settings** to download the configuration as a CSV file. Open the target building's **Devices** tab. Click **Import Settings**, then upload or drag the CSV file into the dialog. Click **Import**. Review the imported changes, then click **Save Changes** to apply them. Export settings from a fully configured building first, then import them into other buildings to standardize device pages across your portfolio. ## Users and permissions While user management is primarily handled through Launchpad, Cloud BMS also allows you to add and manage users directly. ### Add a new user Go to `Settings` from the left navigation bar. Select `Users` from the left side menu. Click `Add New User` at the bottom right of the page. Fill in the required information: | Field | Description | | ------------------ | ------------------------------------------ | | `First Name` | The user's first name | | `Last Name` | The user's last name | | `Email` | The user's email address (used for login) | | `Position` | Job title or role (optional) | | `Phone Number` | Contact phone number (optional) | | `User Role` | The permission level assigned to this user | | `Assign Buildings` | The buildings this user can access | Click `Save` to create the user account. ### Edit or remove a user Select a user from the `Users` page to view their details. The user details page shows their name, email, position, role, and phone number. User details page showing name, email, position, role, and phone with Edit User and Remove User buttons Click `Edit User` to update the user's details (name, position, phone, role) or click `Remove User` to delete the account. ### Assign users to buildings From the user details page, go to the `Buildings` tab next to the `Details` tab. Click `Assign Buildings` and check or uncheck the buildings this user should access. Click `Save changes`. ## Device types and units ### Device types Navigate to the `Device Types` page in settings to view all device types configured across your buildings. Admin Settings Device Types page showing a list of equipment types including Chiller, Cooling Tower, Heat Pump, and others Create a new device type by clicking `+ Add Type`, entering the name, and clicking `Save`. Hover over a device type and click the three-dot menu to edit or delete the type. ### Units The Units module manages measurement units for your devices. Navigate to `Units` in the settings menu to view all configured unit categories. Admin Settings Units page showing measurement categories like Concentration, Current, and Energy with their unit details Each unit category (for example, Concentration, Current, Energy) contains entries with: * **ID** (for example, `parts_per_million`) * **Symbol** (for example, `ppm`) * **Keywords** for search and filtering * **COV Tol.** (change of value tolerance) * **Precision** (decimal places) ## Tags Tags provide additional metadata for organizing and classifying devices and points. Navigate to the `Tags` page in settings to manage your tag library. Admin Settings Tags page showing a list of tags like power, coolingTower, pump, and sensor with their descriptions Create a new tag by clicking `+ Add Tag`. Fill in the tag name (required) and description (required), then click `Save`. Hover over a tag and click the three-dot menu to edit the tag details or delete it. ## Document types Configure document type categories used in the [Documents](/products/kode-os/documents/overview) module at portfolio and building level. Type names are managed in portfolio **Settings** only, not from the Documents list. Settings Document Types page listing types such as Agreement Contract As-Builts and Budget with Created At dates From the portfolio sidebar, select **Settings**, then **Document types** in the Settings sub-navigation. Use **Search document types** to find an existing entry. Select **+ Add document type** to create a new type name for upload and filter dropdowns. | Column | Description | | ----------------- | ------------------------------------------------- | | **Document type** | Label shown when users upload or filter documents | | **Created at** | Date the type was added | New types appear in the **Type** field on the [Documents](/products/kode-os/documents/overview#upload-documents) upload dialog and in list filters after you save them. ## Next steps Return to the platform overview and glossary. Manage your building portfolio and navigate between sites. Upload and tag documents using types defined here.