Settings and Notifications – Client Settings Overview

This guide explains how to use the Client Settings area to manage your personal profile, security, notification preferences, and company users.

1. Opening Client Settings

1. In the left navigation menu, look at the top of the panel.
2. Click the Settings icon.
3. The main panel updates and opens the Client Settings screen.

Image 1. Click the Setting icon at the top of the left navigation panel to open the Client Settings screen.

2. Client Settings Navigation

At the top of the Client Settings screen, you will see four tabs:

1. Profile – Manage your personal information.
2. Security – Update your password and other security options.
3. Preferences – Control how and when you receive notifications.
4. Company – (Client Admins only) Manage people in your company account and organize them into user groups.

The tab you select determines what appears in the main content area below.

Image 2. Client Settings navigation tabs: Profile, Security, Preferences, and Company at the top of the screen.

3. Profile Tab – Personal Information