Navigate to Settings > Personal to manage your personal settings. These changes do not affect
other users.
General
The General page combines your profile, email, and password management in one place.
Profile
| Field | Description |
|---|
| Name | Your display name shown in navigation and activity history |
| Email | Your login email (read-only — managed by your identity provider) |
If your name is currently set to your email address, update it to unlock all navigation features.
Password
Click Send password reset email to receive a reset link at your registered email address. If your account uses single sign-on (SSO), password resets are not available — contact your IT administrator.
Preferences
Use Preferences to control how values appear across the platform and how you receive notifications.
Display preferences
| Preference | Description |
|---|
| Currency | Default currency used when values are shown in money fields |
| Date format | Date display format used throughout tables and detail views |
| Decimal display | Toggle decimal precision in number formatting |
Notification preferences
Control how you receive notifications for each category. For every notification type you can independently enable or disable:
- Email — receive an email when the event occurs
- In-app — see a notification in your inbox (accessible via the bell icon in the sidebar)
Notifications are grouped into categories:
| Category | What triggers it |
|---|
| Connection connected | A utility connection is successfully configured |
| Connection error | A connection needs new credentials or attention |
| Exports | A data export completes or fails |
| Product updates | New features and improvements |
| Announcements | Important platform announcements and service notices |
Some notification types (such as account confirmation requests and data gap alerts) are always delivered and cannot be disabled.
You can also access your notification inbox directly from the Notifications page — click the bell icon in the sidebar or navigate to Notifications in the main menu.
Membership
The Membership page gives you a read-only view of your organization and company memberships.
- Organization — shows which organization you belong to
- Companies — lists every company you have access to, along with your role (Admin or Member)
Click Open settings on any company row to switch to that company and jump to its settings page.
Membership is read-only. To change your company assignments or role, ask an organization admin.
Tips
- Use Save changes to apply updates.
- Use Reset to discard unsaved edits on the current form.
- If you change your display preferences, refresh active pages to confirm formatting updates.
