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Settings

The Settings Screen serves as a centralised hub for managing your account settings, preferences, and organisational affiliations within the platform. It allows you to customise your user experience, manage notifications, and access user administration functionalities (for users with appropriate permissions).

Key Functionalities​

Account​

On this tab, you can:

  • View and update your general profile information, including:
  • Name
  • Email address
  • Organisation affiliation (primary and additional)
  • Team assignment (if applicable)

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Organizations​

On this tab This org, you can:

Organisation Info​

Upload/view logo, name, and a short bio.

Usage Overview​

View org status, monthly allocated duration, current usage, and a usage gauge.

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Usage Notifications​

Enable email alerts at specific usage thresholds (50%–100%).

Exceeding Duration Options​

Choose between halting or continuing call analysis (extra charges may apply).

Redactable Entities​

Select sensitive data types (e.g., email, ID number, phone number) to be automatically redacted from transcripts.

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Save Changes:​

Apply all updates by clicking the Save button.

On this tab My org, you can:

  • View a list of organisations you belong to.
  • Switch between your primary and secondary organisations using the dedicated icon.
  • Edit existing organisation details (admin privilege required). alt text

Notifications​

On this tab, you can:

  • Set your preferred frequency for receiving notifications within the platform.
  • Choose your desired notification delivery channels (platform, email, or both).

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Security​

On this tab, you can:

  • Update your account password for enhanced security.

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Users (Admin Privileges Required)​

On this tab, you can:

  • View a comprehensive list of users within your organisation(s).
  • Apply filters to refine the displayed user list based on specific criteria.
  • Add new users to your organisation(s).
  • Edit existing user information, including roles and permissions.

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Users - Organisation Table (Admin Privileges Required)​

On this tab, you can:

  • View existing departments, teams and users respectively
  • Add new departments, teams
  • Reassign teams

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