Settings

Configure your personal preferences, account settings, and customise your experience.

Overview

The Settings area allows you to:

• Manage your profile and account
• Configure notification preferences
• Set display and accessibility options
• Manage security settings
• Connect integrations

Profile Settings

Personal Information

Updating Your Profile

1. Click your avatar in the top right

1. Edit your details:

• Profile photo
• First and last name
• Job title
• Department
• Phone number
• Bio/About

Profile Photo

1. Click on your current photo
2. Upload a new image
3. Crop and position
4. Save changes

Supported formats: JPG, PNG, GIF (max 5MB)

Contact Information

Keep your contact details current:

• Mobile phone
• Work phone
• Emergency contact

Account Settings

Email & Username

Changing Your Email

1. Enter new email address
2. Verify with password
3. Confirm via email link

Note: Email changes may require admin approval.

Username Settings

• View your username
• Some systems allow username changes
• Username is used for login and mentions

Password

Changing Your Password

1. Enter current password
2. Enter new password
3. Confirm new password
4. Save changes

Password Requirements

Strong passwords typically require:

• Minimum 8 characters
• At least one uppercase letter
• At least one lowercase letter
• At least one number
• At least one special character

Forgot Password

If you can't log in:

1. Enter your email address
2. Check email for reset link
3. Create new password

Two-Factor Authentication

Enabling 2FA

1. Choose method:

1. Follow setup instructions
2. Save backup codes

Using Authenticator App

1. Download app (Google Authenticator, Authy, etc.)
2. Scan QR code
3. Enter verification code
4. Save backup codes securely

Backup Codes

• Generate 10 single-use codes
• Store in a safe place
• Use if you lose access to your device
• Regenerate if codes are compromised

Disabling 2FA

1. Verify with password
2. Confirm action

Notification Settings

Email Notifications

Managing Email Preferences

1. Configure email settings:

• Daily digest vs. immediate
• Types of notifications
• Quiet hours

Notification Types

Choose which events trigger emails:

Unsubscribing

Click Unsubscribe in any email footer to manage preferences.

Push Notifications

Browser Notifications

1. Allow when prompted by browser
2. Configure which events trigger alerts

Mobile Notifications

If using mobile app:

1. Open app settings
2. Configure notification preferences
3. Set do-not-disturb hours

In-App Notifications

Notification Center

• Click bell icon to view notifications
• Mark as read/unread
• Filter by type
• Clear all notifications

Notification Preferences

Configure which events show in-app:

• Mentions and replies
• Task updates
• Approval requests
• System announcements

Display Settings

Theme

Light and Dark Mode

1. Choose theme:

Accent Color

Some systems allow colour customisation:

• Choose primary accent colour
• Affects buttons, links, highlights

Language & Region

Language Settings

1. Select preferred language
2. Save changes
3. Page will reload

Regional Settings

• Date format (DD/MM/YYYY, MM/DD/YYYY)
• Time format (12-hour, 24-hour)
• First day of week
• Number format
• Currency display

Accessibility

Accessibility Options

Interface

Remember Selected Filters

When this is on, the filters you set on list pages (search text, status picks, date ranges, assignee filters, category selections, sort order) are saved automatically and restored the next time you open that page.

Every list page with a filter toolbar - CRM, Accounting, Support, Recruitment, Projects, People, Admin, Payroll, and more.

• The preference is stored on your user account, so it follows you to any device where you log in.

• Turning the preference off stops new filters from being saved but leaves existing saved filters in place until you change them.

!Screenshot: Remember selected filters toggle in System Preferences

Privacy Settings

Profile Visibility

Who Can See Your Profile

Control profile visibility:

Information Visibility

Choose what others can see:

• Email address
• Phone number
• Birthday
• Location

Activity Status

Online Status

Last Seen

• Show or hide when you were last active

Data & Privacy

Download Your Data

1. Request is processed
2. Receive download link via email

Data Retention

View how long your data is kept:

• Activity logs
• Messages
• Files

Connected Apps

Integrations

Managing Connections

1. View connected apps
2. Add or remove connections

Calendar Integration

Connect your calendar:

1. Choose provider (Google, Outlook)
2. Authorize access
3. Configure sync options

File Storage

Connect cloud storage:

• Google Drive
• Dropbox
• OneDrive

Business Integrations

Admins can connect Mployr to the external services your business uses under Settings → Integrations. Available integrations include:

Connecting an Integration

1. Choose the service you want to connect

1. Configure any sync options
2. The connection status shows here; re-authorise from the same place if a connection expires

Billing & Subscription

Manage your plan and billing under Settings → Billing:

• View your current plan and what's included
• See invoices and payment history
• Update payment details

API Access

Personal API Tokens

For developers:

1. Generate new token
2. Set permissions
3. Copy and store securely

Revoking Access

1. View active tokens

1. Confirm action

Session Management

Active Sessions

Viewing Sessions

1. See all logged-in devices:

• Device type
• Location
• Last active
• IP address

Ending Sessions

1. Find session to end

1. Device is immediately disconnected

Log Out Everywhere

1. Confirm action
2. All sessions except current are ended

Tips

• Enable two-factor authentication for better security
• Keep your contact information up to date
• Review notification settings to avoid email overload
• Check active sessions regularly for security
• Use dark mode to reduce eye strain
• Download your data periodically for backup