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Settings

Settings is your personal account page — it affects only you, not your organisation. Open it from the account menu at the bottom of the sidebar.

It has four tabs.

Personal data​

The Personal data tab

Edit your Name and Last name, then click Save changes. This is the name shown in the sidebar and recorded as the Author on orders you create.

Account​

The Account tab

Read-only information about your account.

FieldWhat it shows
AgentThe agent organisation you belong to.
StatusActive or Inactive.
RoleAgent, Accountant or Admin — see Roles.
EmailYour sign-in address.

To change any of these, ask an Admin on your team — see Users.

Security​

The Security tab

  1. Enter your Current password.
  2. Enter a New password — minimum 8 characters, with at least one uppercase letter, one number and one special character.
  3. Re-enter it in Confirm new password.
  4. Click Change password.

Use the eye icon in each field to reveal what you have typed.

If you have forgotten your current password, sign out and use Forgot password on the sign-in page instead.

Notifications​

The Notifications tab

Email alerts about catalogue changes on the contracts you care about.

FieldNotes
Receive notificationsMaster switch. When off, everything below is inactive and no emails are sent.
ContractsWhich contracts to watch. Only contracts available to you are listed.
Event typesProduct updated, Product added, Product removed. Select as many as you want.
Email for notificationsWhere the alerts go. Defaults to your sign-in address; change it to route alerts to a shared mailbox.

Click Save changes.

note

These notifications are for humans. If you want your systems to react to catalogue changes, use Webhooks, which cover the same events plus order events.