User account settings

Personalise your Account details and preferences.

User account

The User account is a core element of the system. To access the platform, each individual user must have an Account, which is assigned a unique ID. A single Account can be linked to multiple Organisations.

Account or Organisation?

Let’s overview the main differences that go along with Account and Organisation notions.

1. Entities differentiation

Account → beyond the Organisation

Organisation → under one Account

The account is linked to a unique ID. The system requires the user to enter the credentials to log in to an account. You can create the Organisation only after you create and verify the account. You can create multiple Organisations based on one account. You can update the Account settings, and those updates will reflect on the Organisations linked to this account. The account shares with the Organisation data such as Full name, Avatar, Email, and 2F authentication.

Organisation refers to a particular business case. When the user creates the Organisation, they become its Owner. The Organisation involves Members who are users joining the Organisation via the invite form. It also involves the Roles with permissions and restrictions. If the Owner updates the Organisation info, it becomes visible on the Organisation level.

2. Actions a user can perform within Account or Organisation

User	Member
Creates the Organisation. Updates the Account settings. Enables 2F authentication.	Performs a specific Role. Views, updates or manages the Organisation data. Invites other users to join the Organisation.

Account settings

Profile

This section lets you view and update your basic profile details, including your full name, avatar, email, country, and phone number. You can also edit Organisation-related information, such as your company website, company name, and your position.

Preferences

Here you can set your account language (English or Ukrainian), time zone, and date and time formats. You can also customise number symbols for whole and decimal values. For display settings, choose how many items appear on a grid page (20, 50, or 100) to adjust the UI to your preferences.

Sessions

This section shows all devices currently logged into your account. If you notice any unfamiliar or unused devices, you can terminate their sessions to keep your account secure