The Settings section allows you to manage your personal account, customize your dashboard experience, and configure organization and site details. These settings help ensure your account and system are tailored to your needs.

Getting There

Click Settings from the left-hand navigation menu. From here, you can access Profile Settings, Organization Settings, and Sites.

What You Can Do in Settings

• Update your personal profile information and password
• Customize your dashboard layout and preferences
• Manage organization details, branding, and time settings
• Add and manage sites within your organization
• Keep your account, organization, and locations organized and up to date

Profile Settings

Profile Settings allow you to manage your personal account information.

You can:

• Update your email, phone number, and profile photo
• Change your password for account security

Dashboard Settings

Within Profile Settings, you can also customize your dashboard experience:

• Adjust your Quick Actions layout
• Select your primary dashboard section
• Set your default Agenda range

These changes only apply to your personal view.

Organization Settings

Organization Settings allow administrators to manage system-wide configurations.

You can:

• Update your organization name
• Customize branding with logos and colors
• Set primary and secondary interface colors
• Configure time zone and time format

These changes apply to all users within the organization.

Sites

The Sites page allows you to manage all locations associated with your organization.

You can:

• Add new sites or edit existing ones
• Update site details such as name, contact information, and address
• Assign sites to the correct organization
• View and manage users assigned to each site
• Archive sites when they are no longer in use

Tips for New Users

• Keep your profile information up to date for better communication
• Customize your dashboard to match your workflow
• Ensure organization settings are accurate for all users
• Set up sites before assigning inspections or tasks
• Regularly review and update settings to keep your system organized