Settings and User Roles
This guide explains how to manage your account settings, configure notifications, connect integrations, and administer user access within your workspace.
1. Open the Settings Section
Navigate to Settings from the left sidebar.
This section allows you to manage your personal account information, notification preferences, integrations, and workspace users.
2. Update Your Account Information
At the top of the page, you’ll find your Account Settings.
Here, you can:
- Upload or remove your profile picture
- Sign out of your account
- Update your personal information
You can edit details such as:
- First and last name
- Title
- Contact information
- Organization
- Department
- Role
Once you’ve made your changes, click Save to update your profile.
3. Change Your Password
Below your profile information, you’ll find the Password Information section.
To update your password:
- Enter your current password
- Enter your new password
- Confirm your new password
- Click Save
Password requirements are displayed on screen to help you create a secure password that meets the platform’s criteria.
4. Configure Alerts and Notifications
The Alerts & Notifications section allows you to choose how you’d like to receive updates.
For each notification type, you can enable:
- Email notifications
- In-app notifications
- Or both
Available notification categories include:
- Status – Material and user role status updates
- Material – Data and project-related updates
- Review – Review notifications and feedback summaries
- Comment – Alerts on new comments
- User-Specific – Notifications tailored to your account preferences
This flexibility helps you stay informed while reducing unnecessary interruptions.
5. Manage Integrations
Further down the page, you’ll find the Integrations section.
If enabled for your organization, you can connect external services such as Veeva Vault.
Simply click Connect and follow the authentication process to activate the integration. Once connected, you’ll be able to manage and exchange documents more efficiently across systems.
6. Manage User Roles
The User Roles section allows administrators to manage team members and their permissions within the workspace.
To add a new user:
- Enter the user’s name or email address
- Select the appropriate role from the dropdown menu
- Click Add
You can also manage existing users by:
- Changing their assigned role directly from the list
- Removing users using the delete icon
Depending on your organization’s setup, available roles may include administrator, standard, and restricted user permissions, allowing you to control who can manage settings and who can access everyday functionality.
Keep Your Workspace Organized
By maintaining accurate account settings, configuring the right notifications, enabling integrations, and assigning appropriate permissions, you can ensure a secure and efficient experience for everyone using the platform.
You’re All Set
You now know how to update your profile, manage notifications, connect external services, and administer user access within your workspace. This helps your team collaborate effectively while maintaining control and security across the platform.