The Settings module allows users to manage account details, security preferences, and - if permitted - team members and access.
⚠️ Important: Some settings are available only to company admins.
Update Account Details
Go to Settings from the main navigation.
Update your first name or last name, then save your changes.
Change Your Password
Open password settings from the Settings module.
Enter your current password, then set and save a new password.
Manage Team Members
Open Team Members from Settings.
Invite new users or update existing user roles.
⚠️ Important: Team management is available to company admins only.
💡 Best Practices
Review user access regularly to maintain security.
Remove inactive users promptly.
Limit admin access to users responsible for configuration.
🤔 FAQs
Q1: How does a new user get access?
Answer: Invited users receive an email with temporary credentials and setup instructions.