Select settings from the dashboards quick links area to quickly access your accounts settings. From this menu, you can make changes to your profile information, set up a company logo, color theme, manage your subscriptions and more.
•My Profile
From the my profile tab, you can update your profile name and phone number. You can also add a custom avatar photo to your account.
•My Company
From here you can set up your company name, mailing address, info on the total number of employees within your organization and the industry type.
•Logo & Color
If desired, you can upload a custom business logo. The logo will then populate at the top of the navigation bar and will be visible on all employee logins.
You can also select a color theme of your Personelle account, any color theme changes will be reflected in all employee logins as well.
•Time Zone
Set your desired time zone for your Personelle account here.
•Billing & Subscriptions
Manage your billing info, invoices and active subscriptions from here.
- Overview Tab
The overview tab shows an overview of your current billing information such as the billing contact person, billing address and payment method on file. The subscriptions section on the lower half of the page will also show an overview of any current subscriptions the business has within Personelle. You can also cancel any active paid subscriptions from here if ever needed.
-Invoices Tab
Invoices will post here whenever a charge is processed by your active subscriptions. If ever needed, you can download the invoices for your records by clicking the download icon to the right of each invoice listed.
-Subscriptions Tab
View and select different subscription options here for your Personelle account.
Currently the time & attendance subscription is the only option available but we are excited to have other subscription types coming soon to help expand your workplace capabilities within Personelle.
•Permissions
Subscribers to the time & attendance features will need to set up roles/permission levels for their employees that will be accessing the site. The different role types will unlock various levels of access in Personelle for each employee. The current roles that can be assigned are Admin, Supervisor or Employee roles. Roles can be assigned for staff members as soon as their invite to register is sent to them.
Note: If staff members are not assigned a role in the time & attendance permission settings then they will not have access to the time keeping features and their dashboards will be mostly blank.
•Security
If desired, you can set up an authenticator application login step to add an additional layer of security to your account login. When first activated, the system will guide you through connecting an authentication app using your desired authentication application. Then you will be required to enter an authentication code whenever logging into your account.
Note: This setting is user specific and will not affect other account logins within your organization.
•User Activity log
Here you can view a history of logins on your account, the date and time and the IP address that accessed the account. If desired, you can also download this data to your device by clicking the download icon in the upper right corner.
•Change Password
Change your login password from here whenever needed.