Skip to main content
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.

​
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.
The Profile section of personal settings

​
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.

​
Enable two-factor authentication

1

Open the 2FA setup

Click Setup 2FA or Add Device in the Two-Factor Authentication card.
2

Choose a method

Select Authenticator App, Email Verification, or Backup Codes, then click Continue.
3

Configure the authenticator

For an authenticator app, scan the displayed QR code with your app (for example Google Authenticator or Authy), then enter the 6-digit code it generates. For email, click Send Verification Email and enter the code sent to your inbox.
4

Complete setup

Click Verify & Complete. The new method then appears in your list of active 2FA devices.
The Security section showing the security score and two-factor authentication
Regenerating backup codes invalidates your existing codes. Save the new codes somewhere secure — they are shown only once.

​
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.

​
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.

​
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.

​
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).

​
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.