Account personalisation

Customise your Account details and preferences.

Account VS Organisation

The User Account is a significant element of our product structure. To start using our system, you need an Account assigned to an individual user to access the system. We generate one unique ID per Account. You can create multiple Organisations linked to one Account. If you do not have the Account yet, go to 👋Set up your account.

Be aware that the User Account and Organisation greatly vary.

Mind the difference:

Account → beyond the Organisation	Organisation → under one Account
The account is linked to a unique ID. The system requires the user to enter the credentials to log in to an account. You can create the Organisation only after you create and verify the account. You can create multiple Organisations based on one account. You can update the Account settings, and those updates will reflect on the Organisations linked to this account. The account shares with the Organisation data such as Full name, Avatar, Email, and 2F authentication.	Organisation refers to a particular business case. When the user creates the Organisation, they become its Owner. The Organisation involves Members who are users joining the Organisation via the invite form. It also involves the Roles with permissions and restrictions. If the Owner updates the Organisation info, it becomes visible on the Organisation level.
User	Member
Creates the Organisation. Updates the Account settings. Enables 2F authentication.	Performs a specific Role. Views, updates or manages the Organisation data. Invites other users to join the Organisation.

Account settings

Profile

In this section, you can view or update your basic profile information, such as your Full name, Avatar, Country, and Phone number. You can also update the Organisation information, such as the Website, Company name, and your Position in a company.

Preferences

In this section, you can choose the account Language (English or Ukrainian), Time zone, Date and Time formats. You can also customise Symbols to mark the difference between a number's whole and the decimal parts. Regarding the display settings, you can modify how the system UI looks in your browser. To do so, choose how many items are displayed on one grid page (20, 50, 100).

Sessions

It includes the list of devices that have logged into your account and have access to it. If you do not recognise or use any of those devices, you can terminate their sessions.

Updated 4 months ago