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Settings is where you manage your own account and your organization’s CtrlConnect setup. Open it from Settings in the sidebar. Each section has its own link, so you can share a direct link to it, for example /settings#team.

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General

Your profile, contact details, and how dates and language appear.
  • Profile: your email address, used to sign in, and your phone number, used for two-factor authentication and account recovery. Changing your email address requires verifying it again.
  • Allow @mentions: lets teammates tag you in comments and alerts.
  • Language: used for system messages, emails, and report exports.
  • Time zone: used for scheduled reports, audit timestamps, and digest emails.

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Security

Authentication, sessions, and sign-in activity for your account.
  • Two-factor authentication: how you prove it’s you when signing in.
  • Active sessions: every device you’re signed in on. You can sign out of sessions you don’t recognize.
  • Recent sign-in activity: your sign-ins from the last 7 days across all devices.

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Billing

Payment method, billing email, billing address, VAT number, and invoice history. You can download a receipt for each invoice.

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Team & roles

The people who can use CtrlConnect in your organization, their roles, and pending invitations. Changes here are recorded in the audit log.
1

Open Team & roles

Go to Settings > Team & roles and click invite.
2

Pick people

Search your tenant directory, or enter an email address to invite an external guest.
3

Assign roles

Choose a role for each person. You can change it later.
Some sections, such as Billing and Team & roles, apply to your whole organization. Changes you make there affect everyone in your team.