Access your account settings by clicking on your profile image (or initials) on the right side of your top navigation bar.

Then select 'Account settings' from the drop down menu.

TIP: Administrators can also access the 'Account settings' by clicking on your logo, which appears on the left side of your top navigation bar.

Account settings

There are lots of account configuration options available to you, these include:

ACCOUNT

USERS AND PERMISSIONS

  • User management
  • Teams
  • Password control - Set required password strength and enable 2FA.
  • Extranet setup
  • Workspaces permissions - A quick way to assign user workspace permissions.
  • Other permissions - Assigning elevated user permissions.

LOOK AND FEEL

  • Branding
  • Navigation options - Set up workspaces groups.
  • Quick links - Add internal or external links for quick, convenient access.
  • Notification emails - Modify email notifications to suit your organisation.
  • Disclaimer
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