Settings | Help Centre

Settings

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

Overview

The Settings area allows you to:

Manage your password and multi-factor authentication
Configure notification preferences
Set your theme and display options
Set your time zone, date and time formats
Connect your own apps
Customise your keyboard shortcuts

Open Settings from the menu at the bottom of the sidebar, or the Settings icon in Quick Launch. It has six tabs - Security, System, Integrations, Communications, Theme and Shortcuts. Your personal details themselves live on My Profile.

Profile Settings

Personal Information

Updating Your Profile

Click your name at the bottom of the sidebar

Select Profile to open My Profile

Change your photo from the header (see Profile Photo below), and edit your details on the Personal tab:

First, middle and last name, and preferred name
Email addresses and phone numbers
Residential and postal address

Your position, department and manager are on the Employment tab.

Profile Photo

Hover over your photo on My Profile and click the camera button
Choose a new image
It's saved straight away

Supported formats: JPG, PNG, WebP (under 2MB)

Contact Information

Keep your contact details current:

Work email (may be managed by admin - see the Administration guide)

Mobile phone
Work phone

Emergency contact - on the Emergency tab of My Profile

Account Settings

Email & Username

Changing Your Email

You sign in with your email address - Mployr doesn't use separate usernames. The address you sign in with is managed by your business's owners and admins, so to change it, ask one of them to update it on your user page under Admin > Users.

Password

Changing Your Password

Go to Settings > Security

Click Change Password

Enter current password

Enter new password - or click Generate for a strong one

Confirm new password

Click Change Password to save

You stay signed in on the device you changed it from, and you're signed out on your other devices - browsers and the mobile app - so sign in there with the new password.

Password Requirements

Passwords must be at least 8 characters. Choose a strong password you don't use anywhere else - a password manager can generate and store one for you.

Forgot Password

If you can't log in:

Click Forgot password? on the login page

Enter your email address and click Send Reset Link

Check your email for the reset link - it works for 60 minutes

Enter your New Password and Confirm Password

Mployr shows the same message whether or not the address has an account, so if no email arrives, check your spam folder and that you entered the address you sign in with. Whenever your password is changed or reset, Mployr emails you a confirmation. A reset signs you out everywhere, and lifts any pause on signing in after too many failed attempts.

Two-Factor Authentication

Enabling 2FA

Go to Settings > Security

On the Multi-Factor Authentication card, click Enable MFA

Scan the QR code with your authenticator app, or enter the code shown manually

Enter the 6-digit verification code and click Verify & Enable

Save your recovery codes

Using Authenticator App

Download app (Google Authenticator, Authy, etc.)
Scan QR code
Enter verification code
Save recovery codes securely

From then on, you enter a code from the app each time you log in.

Recovery Codes

You get 8 single-use codes
Store them in a safe place

Use one if you lose access to your device - on the login code screen, click Use a recovery code instead

Click Regenerate for a fresh set if they're compromised - Mployr warns you when you're running low

Disabling 2FA

Go to Settings > Security

Click Disable MFA

Enter your current verification code
Confirm action

If your organisation's security policy requires multi-factor authentication, it can't be disabled. If you can see other people's pay or financial records - as an owner or admin, or through payroll, accounts or similar access - you need it on to use those screens: without it, they take you back here to set it up.

Notification Settings

Everything about how Mployr reaches you is on Settings > Communications. Make your changes, then click Save Changes at the bottom of the tab - nothing is kept until you do. The Notifications guide covers every setting in detail.

Email Notifications

Managing Email Preferences

Go to Settings > Communications

Configure email settings:

Email Notifications - switch emailed notifications on or off altogether

Email Digest - one summary email instead of an email for each notification: choose a Digest Frequency (No digest, Daily, Weekly or Monthly (on the 1st)) and a Delivery Time (and a Delivery Day for weekly). Urgent alerts still arrive straight away

Which notifications are emailed, in the Email column under Notification Preferences

Click Save Changes

Notification Types

Under Notification Preferences, notifications are grouped by area - for example Time & Attendance, Projects & Tasks, Documents, Payroll and Finance. Expand an area, and each type has its own In-app, Phone and Email switch, so a type can be emailed to you without appearing in the bell, or the other way round. A dash means that channel isn't offered for the type - for example, an alert that already sends its own email - and a column is greyed out while its master switch above is off. You'll only ever be notified about things you have access to.

Phone Notifications

These settings apply to the Mployr mobile app:

Push Notifications - send notifications to the Mployr app on your phone. Choose which types in the Phone column under Notification Preferences

Show Content on Lock Screen - when off, a phone alert says you have a new notification without showing what it says

Quiet Hours - silence phone alerts between the times you set (From and Until). Urgent safety and outage alerts still come through, and everything still arrives in the bell

Chat Messages

Under Settings > Communications > Chat Messages:

Chat Notifications - be alerted to new chat messages

Message Sound - play a sound when a new chat message arrives

Read Receipts - let others see when you've read their messages. Switch it off and others no longer see when you've read theirs

In-App Notifications

Notification Centre

Click the bell (Notifications) in Quick Launch to see your latest notifications

Click Mark all read to clear the unread count

Click View all notifications for the Notifications page, with All and Unread tabs

Notification Preferences

Configure in-app notifications under Settings > Communications:

In-App Notifications - show notifications in the bell, or switch them off. Security and system alerts always appear

Notification Sound - play a sound when a new notification arrives

The In-app switch for each notification type, under Notification Preferences

Jak

The Jak switch at the bottom of Settings > Communications shows or hides Jak, the AI help assistant. If you hid Jak from its own panel, this is where you switch it back on - or press Ctrl+Shift+A and choose Show Jak.

Display Settings

Theme

Light and Dark Mode

Go to Settings > Theme

Under Display Mode, choose:

Light - A clean, bright appearance

Dark - Easier on the eyes in low light

System - Automatically match your device

Press Ctrl+Shift+L to switch dark mode on or off from anywhere.

Custom Themes

Choose one of your business's custom colour themes to use it yourself

Create Theme adds a new theme to your business's list, if you can manage your business's branding

Logos and other branding are set under Business > Branding - see the Administration guide

Language & Region

Mployr is written in Australian English throughout - "organisation", "recognise", "labour" - including messages that come back from the system, not only the pages themselves.

Regional Settings

Under Settings > System:

Default currency
Time zone
Date format (DD/MM/YYYY, MM/DD/YYYY and others)
Time format (12-hour, 24-hour)

A preview shows how dates and times will look. Click Save Changes to keep them. Dates throughout Mployr - lists, cards and forms - then show in the format you chose.

Accessibility

Accessibility Options

UI Animations - switch off page transitions, tab animations and expand/collapse effects under Settings > Theme

Dark Mode - easier on the eyes in low light

Keyboard Navigation - shortcuts for moving around Mployr, under Settings > Shortcuts

Interface

Remember Selected Filters

When this is on - and it is unless you turn it off - 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.

To turn it on or off

Go to Settings > System

Scroll to the Interface card

Toggle Remember selected filters

Click Save Changes

What it applies to

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

Notes

The on/off preference is stored on your user account, so it follows you to any device where you log in. The filters themselves are remembered in the browser you set them in, separately for each business you work in.

Clicking Clear all on a list page still resets that page's filters immediately, regardless of this setting.

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

Keyboard Shortcuts

Under Settings > Shortcuts:

See every shortcut - for example Ctrl+\ to toggle the sidebar, Ctrl+Shift+H for the dashboard, Ctrl+Shift+A for Jak and Ctrl+Z to Undo your last change on screens that save as you go

Click a shortcut to change its key binding
Toggle the switch to turn a shortcut off
Reset a shortcut, or all of them, to the default

The Mouse section lists Open in a new tab - Ctrl+Click (Cmd+Click on a Mac) any row, card or button. It's built in, so it can't be changed or switched off

Privacy Settings

Who Can See Your Contact Details

On My Profile, the Contact Sharing card on the Personal tab lists your personal email addresses and phone numbers. Choose which of them your business can see:

Shared - your business can see it

Private - only you can see it

Work items are shared by default; everything else is private until you share it.

Joining Another Business

If another business invites you, you choose what to bring across when you accept - contact details, personal details, emergency contacts, and pay and tax details. Nothing is shared unless you tick it. See the Getting Started guide.

Connected Apps

Integrations

All your integrations are in Settings > Integrations. If you can manage your business's connections, a Yours | Business switch at the top moves between your own and the business's; otherwise you see only your own.

Managing Your Connections

Go to Settings > Integrations - Your Connections lists the integrations only you can see and manage

View connected apps, with their status and when they last synced

Add one from Available Connections, or remove one with Delete on its menu

Email and Calendar

Connect your Microsoft 365 / Outlook account to bring your mailbox and calendar into Mployr. See the Microsoft 365 guide for the full setup.

File Storage

Connect your own OneDrive under Available Connections on the Yours side. It's offered there only - your OneDrive is always a personal connection. Your business's SharePoint libraries are connected on the Business side.

Business Integrations

Admins connect Mployr to the external services your business uses on the Business side of Settings > Integrations - Business > Integrations in the sidebar opens it there too. Available integrations include:

Xero - accounting sync and bank feeds (see the Accounting guide)

Microsoft 365 / Outlook - calendar, mailbox and email sending

SharePoint - connect a Microsoft 365 account, then tick the site libraries the business works from

Monday.com - project sync, including task start and due dates from timeline columns

foundU - import positions, people, compliance and licences, timesheets, rostered shifts and leave

Connecting an Integration

Go to Settings > Integrations and choose Business

Choose the service you want to connect under Available Connections

Click it, then authorise access in the provider's window - or, for a service that uses an API key, enter the details it asks for
Where the provider has more than one workspace or organisation, pick the right one explicitly
Configure any sync options

The connection status shows here; Test or Sync it from the same place, and re-authorise if a connection expires. Edit Credentials on a connection's menu is offered only for a service you connected with a key - one you signed in to is reconnected from its own card

Several connections to the same service - one for each shared mailbox, say - share one card. Click it to list each connection with its own Test and Sync.

Personal vs Business Connections

Each connection is either personal (yours alone - your own mailbox, your own calendar) or business (the business's, and unaffected by who set it up or who leaves). Connect anything shared as a business connection. If one was set up in the wrong place, use Move to Business or Move to Personal on its menu.

Signing In With Microsoft

You can sign in to Mployr with your Microsoft account - click the Microsoft button under Or continue with on the login page. It works when your Microsoft account's email address is the one you sign in to Mployr with, and if you use multi-factor authentication you're still asked for your code. When you connect a new Microsoft account, Microsoft asks you to pick the account (or sign in to it), so you can see exactly which one you're linking - useful when you're signed in to more than one.

Billing & Subscription

Owners and admins manage the plan under Billing in the menu at the bottom of the sidebar:

View your current plan and billing cycle

Manage Billing to update payment details, and Change Plan or Cancel Plan to change your subscription (an annual plan can also Buy more seats)

See invoice history, plan changes and seat history

Cancel Plan stops your plan renewing. You keep it until the last day of the period you've paid for, then the business moves to the Free plan - the modules Free doesn't include stay on for a notice period (the dialog says how many days), then switch off. Nothing is deleted, and Resume Plan undoes the cancellation any time before the cut-off date. A banner counts down when a trial or subscription is ending.

Session Management

Session Lock

When Your Screen Locks

If you're inactive for a while - 15 minutes by default - Mployr locks your screen with Session Locked to protect your data:

Enter your password

Click Unlock to carry on where you left off

The lock holds even if the page is reloaded or your computer goes to sleep. Click Sign out instead to end the session.

If your session has ended while you have unsaved changes on a page, the lock reads Session Ended and lets you sign in again over the page - your password, then your code if you use multi-factor authentication - so you don't lose them. Leave without saving goes to the sign-in page instead.

Logging Out

Click your name at the bottom of the sidebar

Click Logout

Tips

Enable two-factor authentication for better security
Keep your contact information up to date
Review notification settings to avoid email overload - a daily or weekly digest helps
Use dark mode to reduce eye strain
Leave Remember selected filters on if you use the same list views every day

In this guide

Settings

Overview

Profile Settings

Personal Information

Updating Your Profile

Profile Photo

Contact Information

Account Settings

Email & Username

Changing Your Email

Password

Changing Your Password

Password Requirements

Forgot Password

Two-Factor Authentication

Enabling 2FA

Using Authenticator App

Recovery Codes

Disabling 2FA

Notification Settings

Email Notifications

Managing Email Preferences

Notification Types

Phone Notifications

Chat Messages

In-App Notifications

Notification Centre

Notification Preferences

Jak

Display Settings

Theme

Light and Dark Mode

Custom Themes

Language & Region

Regional Settings

Accessibility

Accessibility Options

Interface

Remember Selected Filters

Keyboard Shortcuts

Privacy Settings

Contact Sharing

Who Can See Your Contact Details

Joining Another Business

Connected Apps

Integrations

Managing Your Connections

Email and Calendar

File Storage

Business Integrations

Connecting an Integration

Personal vs Business Connections

Signing In With Microsoft

Billing & Subscription

Session Management

Session Lock

When Your Screen Locks

Logging Out

Tips

Related guides