My preferences

The 'My preferences' page in allows you to adjust the preferences for your user.

You can access the 'My preferences' page by:

  1. Clicking your name dropdown in the top right corner of
  2. Clicking ‘My Preferences’

The below headings highlight the settings that you can change. administrators can also change the preferences of other users.

Privacy and Security

  • Change your password
  • Set up 2-factor authentication for your user

Key information

Standard users can update:

  • First and Last name
  • Email address administrators can also update:

  • Organisation
  • Role on the platform - Allowing you to set a user as either a standard user or an administrator
    • An administrator can:
      • add users
      • edit profiles of other users in your organisation or Partner Organisations
      • edit your organisation profile
      • run usage reports

Time Zone and Date format

This setting will allow you to set the time zone and date format for a user. A timezone set within the user preferences page overrides the timezone set by an organisation.

See here to find out more about organisation preferences.


This section allows you to determine the frequency of email notifications.

Emails can be sent instantly or grouped and sent as a digest. Instant notifications are sent after each activity, keeping you informed of activities as they happen. Digests batch up all your notifications that have occurred during the period you specify and deliver them in one email so that you can see everything at once.

Homepage layout

You can choose whether to display your To-do list of favourites at the top of your home page.

Overview permissions

This setting can only be updated by organisation administrators. 

It allows you to apply either standard or administrative access to all Accounts.