settings.mdx

title	Settings
description	Your control centre in UMS — personal preferences and security, plus organisation-wide configuration for users, automation, billing, the white-label portal, and single sign-on.

The Settings area gathers your personal preferences and your organisation's configuration in one place. Open it from your avatar in the top-right corner — choose My account for personal settings or Organisation for organisation settings — then use the left nav rail at /settings.

Navigating Settings

Settings uses a left-hand navigation rail split into two groups:

• Personal — settings scoped to your own account, such as your profile, security, and preferences.
• Organisation — settings that affect everyone in your organisation, such as users, automation, and billing.

The rail is permission-aware: sections you don't have permission to view are **hidden**, not greyed out. Organisation sections require manager or admin access, and some (Portal & Domain, Single Sign-On) also require a Business or Enterprise plan. If you're expecting a section and it's missing, contact your organisation administrator.

Personal

Settings scoped to you. See Personal Settings for the full detail.

Section	What it covers
Profile	Your name, contact details, and profile picture
Security	Password and two-factor authentication (2FA)
Appearance	Light, dark, or system theme
Notifications	Your notification preferences and subscriptions
Alert Routing	Rules that forward alerts to specific contacts

Organisation

Settings that affect your whole organisation.

Section	What it covers	Reference
General	Organisation profile, logo, and timezone	Organisation Settings
Users	Invite users, assign roles, manage access	Setting Up a User
Auto-Pilot	AI automation for the invoice pipeline	Organisation Settings
Billing	Plan, usage, and payments	Billing & Plans
Integrations	Connect Xero and map brokerage data onto invoice fields	Customising Xero Brokerage Invoicing
Portal & Domain	White-label customer portal and custom domain	Portal & custom domain
Single Sign-On	SSO against your identity provider	Portal & Single Sign-On

Related

• Bulk Importing Data — import accounts, sites, connections, and more in bulk
• Imports — the Imports page reference and status meanings
• Notifications — the in-app notifications drawer