Personal Settings

Personal settings cover the preferences that apply to you as an individual user — separate from organisation-wide configuration. To reach them, click your avatar in the top-right corner and select My account (or Organisation), then open any item in the Personal group of the left nav rail at /settings.

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Profile

The Profile section manages your personal details and profile picture.

• Profile picture — Click the camera badge on your avatar to upload an image. Files must be a valid image type and under 5 MB.
• Personal details — Each field has a pencil icon to edit inline; click the save icon to confirm or cancel to discard:
  • first_name and last_name — required, up to 150 characters.
  • phone_number — optional.
  • date_of_birth — optional.

Your email is shown alongside your avatar but is not editable here. Below the form, My Permissions displays a read-only matrix of what your access group can create, read, update, and delete across each application.

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Security

The Security section manages your password and two-factor authentication (2FA). A Security Score at the top reflects which protections you have enabled.

• Change Password — Enter your Current Password, then a New Password (at least 8 characters, and different from the current one) and confirm it.
• Two-Factor Authentication — Add one or more methods: Authenticator App (recommended), Email Verification, or Backup Codes. Each active method is listed as a device you can remove (password required) or, for backup codes, regenerate.

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Enable two-factor authentication

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Appearance

The Appearance section controls the application theme for your device. Choose a Theme Mode:

• System — Follow your operating system’s light or dark setting.
• Light — Always use the light theme.
• Dark — Always use the dark theme.

Your choice takes effect immediately and is remembered on this device.

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Notifications

The Notifications section manages your notification preferences. This is distinct from the in-app Notifications drawer, which lists the messages you have received — see Notifications for that.

• Browser Notifications — Enable real-time browser notifications, and use the test button to confirm they work.
• Notification Overview — See your unread count, notifications from the last 24 hours, and browser-notification status, with a Mark All as Read action.
• Priority Breakdown — A count of notifications by Urgent, High, Normal, and Low priority.
• Notification Subscriptions — Toggle a switch for each subscribable notification type to opt in or out. Subscriptions are delivered both by email and in-app.

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Alert Routing

The Alert Routing section defines rules that forward incoming alerts and notifications to specific contacts based on event type and filters. Existing rules are listed in a table showing each rule’s Name, Account, Event Type, Enabled state, recipient count, and filter summary.

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Create a routing rule

Click Create Rule and complete:

• Name — required.
• Account — scope the rule to a single account, or leave as All accounts (org-wide).
• Event Type — required; the event that triggers the rule.
• Enabled — toggle the rule on or off.
• Filter Criteria — narrow which messages match:
  • Email Types — one or more types (for example INVOICE, OVERDUE_NOTICE, RATE_CHANGE_NOTICE).
  • Sender Contains — comma-separated patterns matched against the sender (for example origin.com.au, agl.com.au).
  • Subject Contains — comma-separated patterns matched against the subject (for example overdue, reminder).

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Manage recipients

Use the Manage Recipients action on a rule to add or remove the contacts that receive its alerts. Pick a contact from the search field and click Add; remove a recipient with the delete icon. You can edit or delete a rule from its row actions — deleting a rule also removes its recipients.