Settings

Settings control how your workspace operates. Access preferences, member management, and configuration options.

Navigation

Settings organizes options into tabs:

• General - Workspace name, currencies, display preferences
• Members - User management and invitations
• Notifications - Alert preferences (coming soon)
• Data - Maintenance and export options (coming soon)

Click any tab to view its settings.

General Settings

Workspace Name

The name appears in the header and invitation emails.

Admins can:

1. Click into the name field
2. Enter a new name
3. Save changes

Members see:

• The current name displayed
• A note that only admins can edit

Currency Settings

Set primary and secondary currencies for multi-currency workspaces.

Primary Currency

The main currency for your workspace. All reports and summaries display in this currency by default.

Secondary Currency

Optional additional currency. Use this if you maintain accounts or receive income in multiple currencies.

Changing Currencies

Currency settings lock after you create:

• Your first account, or
• Your first transaction, or
• Your first budget

Before locking: Choose carefully. You cannot change currencies later without resetting the workspace.

After locking: The currency selectors disable. Contact support if you need changes.

Week Starts On

Select which day begins your financial week:

• Monday - Standard business week (default)
• Sunday - Common in some countries

This affects weekly report groupings and calendar displays.

Members

Manage who can access your workspace.

Viewing Members

The members list shows:

• Name - Display name
• Email - Login address
• Role - Admin or Member
• Joined - Date added
• MFA Status - Whether two-factor authentication is enabled

Inviting Members (Admins Only)

1. Click Invite Member
2. Enter the email address
3. Select a role:
   • Admin - Full access, can manage settings and members
   • Member - Can add transactions, view reports, cannot change settings
4. Click Send Invitation

The invitation expires in 7 days. Resend if needed.

Managing Pending Invitations (Admins Only)

Pending invitations appear below the member list:

• View invited email addresses
• See expiration dates
• Cancel invitations if sent in error

Changing Roles (Admins Only)

1. Find the member in the list
2. Click their current role
3. Select the new role
4. Confirm the change

Removing Members (Admins Only)

1. Find the member in the list
2. Click Remove
3. Confirm the removal

Removed members lose access immediately. Their transactions remain in the workspace.

Notifications

Notification settings control when Allowealth sends alerts.

Coming soon. The notification panel displays planned options:

• Budget threshold alerts (80% of limit)
• Large expense monitoring
• Bill due reminders
• Daily financial summaries

Data

Data settings manage workspace maintenance.

Coming soon. Planned options include:

• Clear transaction history
• Export all data
• Factory reset

Saving Changes

Settings save when you click the Save Changes button at the bottom of the page.

Unsaved changes remain if you navigate between tabs. Click Save Changes before leaving Settings.

Best Practices

Initial Setup

Configure these settings immediately after onboarding:

1. Verify workspace name
2. Confirm currency selection
3. Set week start preference
4. Invite necessary members

Member Management

• Use Admin role sparingly (limit to 1-2 people)
• Review member list quarterly
• Remove inactive members promptly
• Ensure all members enable MFA

Currency Planning

If you might need multiple currencies:

1. Set both currencies during onboarding
2. Add accounts in both currencies
3. Track exchange rate impacts

You cannot add currencies later without data reset.

Troubleshooting

Cannot Change Setting

Some settings disable based on workspace state:

• Currencies - Lock after first account/transaction
• Workspace name - Members cannot edit
• Member roles - Only admins can change

Invitation Not Received

1. Confirm the email address is correct
2. Check spam/junk folders
3. Wait 5 minutes for delivery
4. Resend the invitation

Member Cannot Access

1. Verify they accepted the invitation
2. Confirm they use the correct email to log in
3. Check if their invitation expired
4. Send a new invitation if needed

Settings Not Saving

1. Check internet connection
2. Look for error messages
3. Verify you have permission (admins only for some settings)
4. Refresh and try again

Related Features

• Profile - Update your personal information
• Security - Manage MFA, passwords, and API keys
• Onboarding - Initial workspace setup