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. The same menu also has Sign out, and New company if you are allowed to create companies.
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)
email
mobile number (with country code)
profile picture
home address (address, postcode/city, state/region and country)
Note about mobile numbers: 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, timezone and certain accounting options:
Change language (e.g. Norwegian)
Timezone
Accounting → Corrections: the Display 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.
The language you choose here is saved on your user, not just in the browser you're using. If you log in from another computer, or clear your browser data, your language choice comes with you.
Remember to click Update settings to save.
Notifications
Under Notifications you turn email notifications about approvals on or off. The only option you can change here is Approvals assigned to me. Click Save changes to save.
When the option is ticked, you get an email the moment someone sends a voucher (for example a supplier invoice) or a bank payment to you for approval.
Good to know:
No reminders. You don't get reminders about approvals that are already waiting, and there is no daily summary. Approvals that were sent to you before you turned on the notification don't trigger an email. You can always find the full list under Approvals in Catacloud.
Fixed options. The options under "Email me" and "Service changes" are fixed and cannot be changed.
Applies to all companies. The setting belongs to your user and applies in every company you have access to.
Can't find the email? Check your spam folder. The subject line starts with the company name in square brackets.
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
You don't invite coworkers into the company from the user settings, but under Administration:
Open the main menu (grid icon at the top left) and select Administration.
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 you don't get an email when a new voucher is sent to you for approval. Please tell us which client and user it concerns, what you tried to change, what happened instead and, if relevant, the voucher number, so we can find it faster.