The Settings area gathers your personal preferences and your organisation’s configuration in one place. Open it from your avatar in the top-right corner — choose My account for personal settings or Organisation for organisation settings — then use the left nav rail at /settings.
Navigating Settings
Settings uses a left-hand navigation rail split into two groups:
- Personal — settings scoped to your own account, such as your profile, security, and preferences.
- Organisation — settings that affect everyone in your organisation, such as users, automation, and billing.
The rail is permission-aware: sections you don’t have permission to view are hidden, not greyed out. Organisation sections require manager or admin access, and some (Portal & Domain, Single Sign-On) also require a Business or Enterprise plan. If you’re expecting a section and it’s missing, contact your organisation administrator.
Personal
Settings scoped to you. See Personal Settings for the full detail.
| Section | What it covers |
|---|
| Profile | Your name, contact details, and profile picture |
| Security | Password and two-factor authentication (2FA) |
| Appearance | Light, dark, or system theme |
| Notifications | Your notification preferences and subscriptions |
| Alert Routing | Rules that forward alerts to specific contacts |
Organisation
Settings that affect your whole organisation.
| Section | What it covers | Reference |
|---|
| General | Organisation profile, logo, and timezone | Organisation Settings |
| Users | Invite users, assign roles, manage access | Setting Up a User |
| Auto-Pilot | AI automation for the invoice pipeline | Organisation Settings |
| Billing | Plan, usage, and payments | Organisation Settings |
| Portal & Domain | White-label customer portal and custom domain | Portal & Single Sign-On |
| Single Sign-On | SSO against your identity provider | Portal & Single Sign-On |
