Personalisation
The Personalisation tab lives under Settings and only appears in the desktop app. It is your private space for adjusting how the app behaves for you.
Open the tab
- Open Settings in the sidebar.
- Pick Personalisation. The page heading reads Personalization.
What you can adjust
The tab is divided into sections.
- Account — open Change Username to update the username you use to log in. Your current password is required.
- Notifications — open Notification Preferences to choose how each notification category reaches you, and Notification History to browse past notifications, mark them read, or clear the list.
- Enquiry — appears only if you are allowed to create, queue, or send quotations. Open Quotation Columns to set which columns appear in the PDF quotation by default.
The desktop app also exposes appearance toggles in this tab — Dark Mode, Disable Sidebar, Auto Hide Titlebar, and Low Performance Mode.
Update notification preferences
- Open the Notifications section.
- Open Notification Preferences.
- For each category, pick a mode from the dropdown.
- Click Save.
The new preferences apply immediately. To review what came in, open Notification History from the same section.
Common questions
Why is Personalisation missing for me?
The tab is only available in the desktop app, not in the browser version. Open the app on the desktop to see it.
Why can't I see Enquiry in this tab?
The Enquiry section appears only if you have permission to create, queue, or send quotations. Without those permissions there is nothing for it to configure.
Can my administrator change my personalisation settings?
No — these are personal to you. Administrators control firm-wide defaults under Firm Customisation — see Firm customisation.