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

# Settings

> Configure your profile, API keys, notifications, CSV imports, and automations

## Overview

Under **Settings**, you manage your company profile, integrations, and automations. The page is currently divided into five areas: **Profile**, **Notifications**, **API Keys**, **CSV Imports**, and **Automations**.

<Frame caption="Settings — profile overview">
  <img src="https://mintcdn.com/polygonone/g9XKaRGTyMC5Wmzr/images/helpcenter/einstellungen/einstellungen-profil.png?fit=max&auto=format&n=g9XKaRGTyMC5Wmzr&q=85&s=68f55f18b178a5daa386ccad8a8f0dd4" width="935" height="582" data-path="images/helpcenter/einstellungen/einstellungen-profil.png" />
</Frame>

***

## Profile

### Contact Details

Maintain your company's master data:

| Field           | Description                          |
| --------------- | ------------------------------------ |
| **Name**        | Your full name                       |
| **Email**       | Your login email (cannot be changed) |
| **Company**     | Company name                         |
| **Street**      | Street and house number              |
| **Postal Code** | Postal code                          |
| **City**        | City                                 |
| **Country**     | Company location                     |

### Company Branding

Upload your company logo (PNG or JPEG, max. 2 MB). The logo is displayed in reports and in the supplier portal.

<Frame caption="Upload company logo">
  <img src="https://mintcdn.com/polygonone/g9XKaRGTyMC5Wmzr/images/helpcenter/einstellungen/einstellungen-branding.png?fit=max&auto=format&n=g9XKaRGTyMC5Wmzr&q=85&s=cd97010a99d26a510daaac07cf600ce9" width="935" height="227" data-path="images/helpcenter/einstellungen/einstellungen-branding.png" />
</Frame>

### TRACES Integration

Connect Polygon One with the EU TRACES-NT system for automatic DDS submission:

| Field                               | Description                                    |
| ----------------------------------- | ---------------------------------------------- |
| **EORI Number**                     | Your EORI registration number                  |
| **TRACES Username**                 | Your TRACES-NT username                        |
| **TRACES Web Service Access Token** | Your web service access key (displayed hidden) |

<Info>
  You obtain your TRACES credentials through the EU Login portal. A step-by-step guide is available under [TRACES Registration](/en/eudr/onboarding/traces).
</Info>

### Confidential Geolocation

Enable the option **"Confidential treatment of geolocation data"** to request confidential treatment of your geo data in DDS submissions.

### Change Password

In the **Change Password** area, you can update your login password. You will need your current password to do so.

***

## Notifications

Control which notifications you receive through which channel.

<Frame caption="Notification settings with channel toggles">
  <img src="https://mintcdn.com/polygonone/g9XKaRGTyMC5Wmzr/images/helpcenter/einstellungen/einstellungen-benachrichtigungen.png?fit=max&auto=format&n=g9XKaRGTyMC5Wmzr&q=85&s=041ba685dfa4329a9d6c84b05cb27dbc" width="1030" height="582" data-path="images/helpcenter/einstellungen/einstellungen-benachrichtigungen.png" />
</Frame>

For each notification type, you can enable or disable two channels separately:

| Channel    | Description                                                                     |
| ---------- | ------------------------------------------------------------------------------- |
| **In-App** | Notification in the [Notification Center](/en/eudr/optional/benachrichtigungen) |
| **Email**  | Notification by email                                                           |

Particularly important events (e.g., failed DDS submissions) are marked with the **"Important"** badge.

<Tip>
  Using **"Reset to default settings"**, you can restore the recommended configuration at any time.
</Tip>

***

## API Keys

Create API keys to integrate Polygon One into your system landscape.

<Frame caption="Manage API keys">
  <img src="https://mintcdn.com/polygonone/g9XKaRGTyMC5Wmzr/images/helpcenter/einstellungen/einstellungen-api-keys.png?fit=max&auto=format&n=g9XKaRGTyMC5Wmzr&q=85&s=b757499a4e2506a648435093e6ced6f2" width="970" height="499" data-path="images/helpcenter/einstellungen/einstellungen-api-keys.png" />
</Frame>

### Create a Key

<Steps>
  <Step title="Open the dialog">
    Click **"Create key"**.
  </Step>

  <Step title="Set the name and permissions">
    Assign a name and select the desired permissions:

    | Area               | Read             | Write             |
    | ------------------ | ---------------- | ----------------- |
    | **Articles**       | `articles:read`  | `articles:write`  |
    | **Suppliers**      | `suppliers:read` | `suppliers:write` |
    | **Orders**         | `orders:read`    | `orders:write`    |
    | **DDS Statements** | `dds:read`       | `dds:write`       |
  </Step>

  <Step title="Copy the key">
    The API key is displayed **only once**. Copy it immediately and store it securely.
  </Step>
</Steps>

<Warning>
  An API key cannot be displayed again after creation. If it is lost, a new key must be created.
</Warning>

In addition, you can **revoke** existing keys at any time. Use separate keys for different integrations so that read and write permissions remain cleanly separated.

Further details on API usage can be found in the [API Reference](/en/api-reference/introduction).

***

## CSV Imports

Configure the column mapping for CSV imports. Polygon One supports the import of five data types:

<Tabs>
  <Tab title="Articles">
    Map your CSV column headers to the Polygon One fields (e.g., `HS code`, `article name`, `commodity group`). Required and optional fields are clearly marked.
  </Tab>

  <Tab title="Suppliers">
    Map columns such as `company name`, `country`, and `email address` to the corresponding system fields.
  </Tab>

  <Tab title="Orders">
    Configure the mapping for order data (order number, article assignment, quantity, etc.).
  </Tab>

  <Tab title="Plots">
    Map columns for geo data (plot name, coordinates, production period, etc.).
  </Tab>

  <Tab title="Bill of Materials">
    Map columns to link output articles to their input articles (bill of materials / BOM) — for example, via the article numbers of the output and input articles.
  </Tab>
</Tabs>

<Frame caption="CSV import — configure column mapping">
  <img src="https://mintcdn.com/polygonone/g9XKaRGTyMC5Wmzr/images/helpcenter/einstellungen/einstellungen-csv-mapping.png?fit=max&auto=format&n=g9XKaRGTyMC5Wmzr&q=85&s=99f6c1d34d83867617b84b9731dcde70" width="1021" height="626" data-path="images/helpcenter/einstellungen/einstellungen-csv-mapping.png" />
</Frame>

### Value Mappings

In addition to columns, you can also map **values**. If your CSV file uses, for example, `"Einkauf"` instead of `"purchase"`, you can define a mapping so that the import works correctly.

<Tip>
  Using **"Reset to default mappings"**, you can reset the configuration to the default values at any time.
</Tip>

***

## Automations

Automate recurring steps in the DDS workflow.

<Frame caption="Automation settings">
  <img src="https://mintcdn.com/polygonone/g9XKaRGTyMC5Wmzr/images/helpcenter/einstellungen/einstellungen-automatisierungen.png?fit=max&auto=format&n=g9XKaRGTyMC5Wmzr&q=85&s=5283cd81e74d509f12072ff5400afc9a" width="925" height="712" data-path="images/helpcenter/einstellungen/einstellungen-automatisierungen.png" />
</Frame>

### Orders & DDS

| Automation                                | Description                                                   |
| ----------------------------------------- | ------------------------------------------------------------- |
| **Automatically assign orders to a DDS**  | New orders are automatically matched to a suitable DDS        |
| **Automatically create a DDS for orders** | If no suitable DDS exists, a new one is created automatically |
| **Default DDS volume (kg)**               | The default volume (in kg) for automatically created DDS      |

### Invitation Reminders

| Setting                       | Description                                                                                                                                                                          |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Send invitation reminders** | Suppliers receive a reminder 7 days after the invitation is sent if they have not yet opened it. If the invitation remains unopened after 14 days, your administrators are notified. |

### Compliance Reminders

Send automatic reminders to suppliers who have not yet provided their compliance data:

| Setting             | Description                                                          |
| ------------------- | -------------------------------------------------------------------- |
| **Enable**          | Turn automatic reminders on or off                                   |
| **Delay (days)**    | How many days after the invitation the first reminder is sent (1–90) |
| **Cooldown (days)** | Minimum interval between reminders to the same supplier (1–90)       |

<Info>
  Compliance reminders are only sent to suppliers who have provided an email address and whose compliance status is still open.
</Info>

#### Escalation Stages (optional)

Instead of a single reminder, you can configure a **multi-stage escalation**. As soon as stages are present, they **replace** the single reminder above: each stage waits its own number of days and sends its own message. After the last stage, the reminder ladder stops.

<Frame caption="Multi-stage escalation of compliance reminders">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/polygonone/images/helpcenter/einstellungen/einstellungen-eskalationsstufen.png" />
</Frame>

You configure the following per stage:

| Field                   | Description                                                                                                         |
| ----------------------- | ------------------------------------------------------------------------------------------------------------------- |
| **Send after (days)**   | Stage 1 counts from the invitation date; each further stage counts from when the previous reminder was sent (1–365) |
| **Subject** (optional)  | Email subject (max. 200 characters)                                                                                 |
| **Headline** (optional) | Headline of the email (max. 150 characters)                                                                         |
| **Message** (optional)  | Message body (max. 4000 characters)                                                                                 |

<Tip>
  The text fields are **prefilled with the default wording** — edit them, or leave a field blank to use the default text. Plain text only; formatting is removed before the email is sent.
</Tip>

<Note>
  Use **"Add stage"** to add more stages and **"Remove"** to delete individual ones. Without configured stages, the simple reminder with delay and cooldown applies.
</Note>