In the user settings you manage your own details and how Catacloud looks and behaves for you. Here's an overview of what you'll find and where.
How to open the settings
Click your name/profile picture at the top right. In the menu, select Settings to open User settings. Profile opens your personal profile page (with Tasks, Projects and Time tracking) – not the user settings. The same menu also has New company and Sign out.
Path: User menu (top right) → Settings
Inside User settings you have these options in the left menu: Profile, Bank accounts, Display and Notifications, as well as Password under "Security settings".
Profile
Under Profile you update your own details:
name (first name, middle name, last name)
username (gives you a simpler profile address and login)
e-mail
mobile (with country code)
profile picture
home address (address, postal adress/city, state/region and country)
Note about mobile number: each number can only be linked to one user. If you create a new user, it cannot have the same phone number as an existing user.
Display
Under Display you control language, time and certain accounting options:
Change language (e.g. Norwegian (Bokmål))
Timezone
First day of the week (e.g. Monday)
Accounting → Corrections: the Dispaly transaction corrections checkbox. When it's on, corrected vouchers are shown in the accounting module with strikethrough text. Dedicated guide: "How to show or hide corrected vouchers".
Remember to click Update settings to save.
Notifications
Under Notifications you choose which emails Catacloud sends you (everything from all notifications to only account and security notifications), and what you want to be notified about – for example approvals assigned to me and service changes. Click Save changes to save.
Bank accounts and password
Bank accounts: here you see the bank accounts linked to your user.
Password: under "Security settings" you change your password.
Inviting colleagues – found under Administration
To invite coworkers into the company, you don't do that in the user settings, but under Administration:
Open the main menu (grid icon at the top left) and select [dministration.
Click Invite person at the top left.
Fill in the details and send the invitation.
In Administration you'll also find Members and Permissions (access and roles), Company details, Departments and Tags.
Path: Main menu → Administration → Invite person
Settings apply to your own user
What you change in the user settings applies only to your own user. Others in the company have their own settings.
When should you contact us?
Get in touch if something can't be changed the way you expect – for example, if the language keeps reverting to English even though you've selected Norwegian under Display. Please tell us which client and user it concerns, and what you tried to change, so we can find it faster.