Understanding how Company, Branch, and User settings work together to control your experience.

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The Settings Hierarchy: The Waterfall Rule

Your settings in ARIVE are applied in a "waterfall" system, moving from the broad Company level down to the specific User level. This ensures consistency while allowing for individual customization. The rule is simple: the most specific setting always wins.

  • Company Settings: These are the foundational, default settings for everyone in your organization.
  • Branch Settings: If set, these will override the Company settings for everyone within that branch.
  • User Settings: If set, these will override both the Branch and Company settings for your individual account.

If a setting is not specified at a lower level (e.g., User), the system automatically uses the setting from the level above it (e.g., Branch or Company).

Comprehensive Settings Breakdown

SettingCompany SettingsBranch SettingsUser Settings
Admin Controls✅✅❌
AI Agent Config❌❌✅
API Integrations✅✅✅
Automation Rules✅✅✅
Branches✅❌❌
Branch Info❌✅❌
Client Needs Rules✅✅✅
Closing Costs✅✅❌
Compliance Info✅❌❌
Contract Processors✅❌❌
Credentials✅✅✅
Credit Companies✅❌❌
Document Folders✅❌❌
E-Signing❌❌✅
Email / SMS Config✅❌✅
Email / SMS Templates✅✅✅
Email Signature❌❌✅
Email Tracking✅✅✅
Form Sets✅❌❌
Forms List✅✅❌
Grant Access❌❌✅
Lead Form Config✅✅✅
Lead Management✅❌❌
Lender Integrations✅❌❌
Lenders✅✅❌
Licenses✅✅✅
LOS Custom Fields✅❌❌
My Teams❌❌✅
Non-Delegated✅❌❌
Organization Info✅❌❌
Personal Info❌❌✅
Plans and Billing✅❌❌
POS App Config✅✅✅
POS Theme✅✅✅
Pre-Approval Letter✅✅✅
Pre-Approval Signature❌❌✅
Pricing Templates❌❌✅
Roles✅✅❌
SMS Config❌✅❌
SMS Tracking✅✅✅
Notification Settings✅✅✅
Users✅✅
❌


    See Also:  For a detailed view of every option, please visit the Company Settings, Branch Settings, and User Settings articles.