Settings & Preferences

Configure your user preferences and application settings.

Overview

The Settings page allows you to:

• Manage your user profile
• Change your password
• Configure preferences
• Set up integrations
• Customize your experience

Accessing Settings

1. Click your user menu in the top right
2. Select Settings
3. Or navigate to Settings in the sidebar (Admin only)

Profile Settings

Updating Your Profile

1. Go to Settings → Profile
2. Update:
   • Full Name: Your display name
   • Email: Your email (cannot be changed)
3. Click Save Profile

Profile Information

• Full Name: Shown throughout the application
• Email: Used for login and notifications
• Role: Your user role (set by administrator)
• Last Login: When you last signed in

Password Management

Changing Your Password

1. Go to Settings → Change Password
2. Enter:
   • Current Password: Your current password
   • New Password: Your new password (min 6 characters)
   • Confirm Password: Confirm your new password
3. Click Update Password

Password Requirements

• Minimum 6 characters
• Recommended: 8+ characters with mix of letters, numbers, symbols
• Cannot reuse recent passwords

Password Reset

If you forget your password:

1. Go to login page
2. Click Forgot Password
3. Enter your email
4. Check email for reset link
5. Set new password

Preferences

Theme Settings

Toggle between light and dark mode:

1. Go to Settings → Preferences
2. Click Toggle Theme button
3. Or use theme toggle in navigation bar

Theme preference is saved and persists across sessions.

Notifications

Configure notification preferences:

• Enable Notifications: Receive in-app notifications
• Email Updates: Receive email notifications

Notification Types

You can receive notifications for:

• New invoices
• Payment reminders
• Quote acceptances
• Project updates
• System alerts

Integrations Settings

API Keys

Manage API keys for integrations:

1. Go to Settings → Integrations → API Keys
2. Create, view, or revoke keys
3. Set scopes and expiration dates

See API Documentation for details.

Webhooks

Configure webhook endpoints:

1. Go to Settings → Integrations → Webhooks
2. Create webhook endpoints
3. Select event types
4. Test webhook delivery

See Webhooks Guide for details.

Connectors

Set up third-party connectors:

1. Go to Settings → Integrations → Connectors
2. Browse available connectors
3. Install and configure
4. Monitor sync status

See Connectors Guide for details.

Tenant Settings (Admin Only)

Administrators can configure tenant-wide settings:

• Organization name
• Default tax rates
• Currency settings
• Invoice numbering
• Email templates

• And more...

See Tenant Management for details.

Security Settings

Multi-Factor Authentication (MFA)

Enable MFA for additional security:

1. Go to Settings → Security (if available)
2. Click Enable MFA
3. Scan QR code with authenticator app
4. Enter verification code
5. MFA is enabled

MFA Management

• Enable: Set up MFA
• Disable: Remove MFA (requires verification)
• Backup Codes: Save backup codes securely

Best Practices

• Keep profile current: Update your information regularly
• Strong passwords: Use strong, unique passwords
• Enable MFA: Add extra security layer
• Review settings: Check settings periodically
• Secure integrations: Keep API keys and secrets secure

Next Steps

• Integrations - Set up API and webhooks
• Security - Configure security settings
• Tenant Management - Organization settings (Admin)