Administration
Profile & preferences
Your own details, password, two-factor and what your roles let you do, plus how the panel looks and where it opens for you.
These two pages are about you, not the company. My profile holds your name, email, phone and job title, lets you change your password, and shows exactly what your roles allow, which is the place to look when a screen refuses you. Preferences sets how the panel looks and behaves for you. Everyone who can sign in has both pages, whatever their roles.
- Where
- The account menu → My profile (/profile) and Preferences (/preferences)
- Who can open them
- Anyone signed in to the panel
- Whose data
- Always your own. The server ignores any other person's ID
- Saves to
- Your user record, your preferences, and the audit log
My profile
Details
| Field | Notes |
|---|---|
| Name | How you appear across the panel and in the audit log |
| Job title | Optional |
| Work email | Must not be used by another account: "Another account already uses that email." |
| Phone | Optional |
When you change your work email, a message goes to the old address saying it was changed and that password resets now go to the new one, with "If you did not do this, tell your company admin straight away." The save is recorded as user.profile, or user.profile_email when the email changed.
Security
Shows whether two-factor is Required for your roles (Owner and Finance Manager require it) or Optional, and your state: Enrolled, Not enrolled or Required · not enrolled. When it is required and missing, the page header also shows a red Two-factor required badge, and you are asked to set it up at your next sign-in.
Change your password
Click Change password
In the Security section.Enter the passwords
Current password, New password and Confirm new password.Save
You are signed out everywhere, on every device, and sign in again with the new password.
A new password must be 8 to 128 characters, include a capital letter and a digit, and not be a common password. A wrong current password is refused: "Your current password is not right." The change is recorded as user.password_change ("Changed own password. Signed out everywhere."). The password itself is never written anywhere in the log.
If you have forgotten your password, use the reset link on the sign-in page, or ask the owner to send one from Users.
Role and access
Your roles, whether you see the whole company or your own book only (Sales Managers), and the modules your roles reach, grouped as:
| Group | Meaning |
|---|---|
| Approve and release | Modules where you hold the approve action |
| Create and edit | Modules where you can create, edit or delete |
| View only | Modules you can only read |
Modules you cannot open are listed too. This is computed from the same grid the server enforces, so it is always accurate. To change it, ask the owner (see Roles & permissions).
Account
Your User ID, Initials, when you Last signed in, and how many Open loads are assigned to you.
Preferences
Preferences apply as soon as you pick them; there is no save button. Reset to defaults at the bottom puts everything back.
Appearance (applies now, in this browser)
| Setting | Options |
|---|---|
| Theme | System, Light, Dark |
| Density | Comfortable, Compact |
Defaults (this browser)
| Setting | Options | Notes |
|---|---|---|
| Open on | Any screen your roles can open, listed as "Section · Screen" | Saved to your account, used when you sign in, on any device |
| Timezone | Your company's time zone, Eastern, Central, Mountain or Pacific | For showing times in this browser |
| Rows per page | 25, 50, 100 | |
| Date format | 2026-03-14, 03/14/2026, 14 Mar 2026 | |
| Number format | 1,234.56 or 1.234,56 |
Only screens you can open are offered for Open on; the server refuses anything else ("Your role cannot open that page.").
Notifications (saved to your account)
| Switch | Default |
|---|---|
| Approvals waiting on me | On |
| Exceptions on my loads | On |
| Morning digest | Off |
Changes to Open on and the notification switches are recorded as user.preferences. Theme, density, timezone, rows and formats stay in your browser only, so they are not audited and do not follow you to another computer.