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User Settings

Customize your personal preferences and account settings.

Profile Settings​

Personal Information​

Update your profile at Settings → Profile:

  • Name - Your display name
  • Email - Login email (may require verification to change)
  • Phone - Contact number
  • Photo - Profile picture

Changing Your Photo​

  1. Click on your current photo
  2. Upload a new image
  3. Crop if needed
  4. Save

Security Settings​

Change Password​

  1. Go to Settings → Security
  2. Enter current password
  3. Enter new password
  4. Confirm new password
  5. Save
tip

Use a strong, unique password with letters, numbers, and symbols.

Two-Factor Authentication (2FA)​

Add extra security:

  1. Go to Settings → Security → 2FA
  2. Choose method (app or SMS)
  3. Follow setup instructions
  4. Save backup codes

Active Sessions​

See where you're logged in:

  1. Go to Settings → Security → Sessions
  2. View all active sessions
  3. Log out of sessions you don't recognize

Notification Preferences​

Email Notifications​

Choose what emails to receive:

  • New invoice activity
  • Payment received
  • Task assignments
  • System updates

In-App Notifications​

Control pop-up notifications:

  • Enable/disable by type
  • Set quiet hours

Display Preferences​

Language​

Change interface language:

  1. Go to Settings → Preferences
  2. Select language
  3. Save (page reloads)

Date & Time Format​

Set your preferred formats:

  • Date format (DD/MM/YYYY, MM/DD/YYYY)
  • Time format (12-hour, 24-hour)
  • First day of week

Theme​

If available:

  • Light mode
  • Dark mode
  • System default

Default Settings​

Set your defaults:

  • Default dashboard - What you see on login
  • List page size - How many items per page
  • Default views - Preferred list or board view

Keyboard Shortcuts​

View available shortcuts:

  1. Go to Settings → Preferences
  2. View shortcut list
  3. Learn to navigate faster

Signing Out​

Log out of your account:

  1. Click your profile
  2. Click Sign Out
  3. Or go to Settings → Sign Out

Always sign out on shared computers.

Deleting Your Account​

danger

Account deletion is permanent and cannot be undone.

If you need to delete your account:

  1. Contact your administrator
  2. Request account deletion
  3. Confirm the request

Data may be retained per company policy.

Tips​

  • Enable 2FA for better security
  • Keep your email current for account recovery
  • Review notification settings to avoid overload
  • Update your profile photo for team recognition