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Users and settings management for your Impact journey

This guide provides step-by-step instructions for navigating the settings section of the Klappir Platform.


Accessing Settings and the Settings Dashboard

  • On the main navigation bar (left side, bottom corner), locate and click on Settings.
  • This will open the Settings Dashboard, where all the primary configurations are organized for easy access.

Exploring the Settings Options

In the Settings Dashboard, you will find various categories to help manage the platform's configurations effectively, such as Profile, Device and Network, System Settings, and Users.

Navigational Menu

The main navigation menu (on the left side) allows you to switch between different settings categories:

  • System Settings: Change system names, update your logo, or set default preferences.
  • Profile: Change your password, manage account details, or customize language preferences.
  • Users: Manage existing users, add new users, and assign roles.
     

Customizing Your Settings

Within the Settings Overview, you can update and change your system settings. You can always access the dashboard items through the left navigation menu.

1. Changing Your Password

  1. Navigate to Profile and click on Change Password.
  2. Enter your new password, confirm it by retyping it, and click Save.

2. Updating System Name

  1. Go to System Settings.
  2. Enter a new system name and save the change by clicking Save.

3. Changing Language Preferences

  1. Navigate to Profile and click on Change Language.
  2. Scroll down, select your preferred language, and click Save.

4. Updating Your Logo

  1. Go to System Settings and click on Change system name or logo.
  2. Click on the edit icon, choose the file, and upload the new logo.
  3. Finalize the update by clicking Save.

5. Add you fiscal year

  1. Go to system settings and select change the starting month of the fiscal year.
  2. Enter a your organization's fiscal year starting month to reflect your organization's fiscal year and save the change by clicking Save

Adding and Managing Users

Adding New Users

  1. Go to Users from the settings menu.
  2. Click Add User to send out invitations.
  3. Enter the email address and assign a role: Admin or Standard User. Note: The only difference is that Admin users can also invite new users.

Tip: Consider inviting key stakeholders from finance, operations, or procurement to get a cross-functional team engaged.

Accessing Terms of Service

  • You can access the Terms of Service via the System Settings. Navigate to the bottom of the left navigation menu and click on Terms of Service.

Quick Tips for Settings Management

  • Use Dashboard Shortcuts for faster adjustments, especially for tasks like password updates or system name changes.
  • Regularly review your settings to ensure your system preferences, user roles, and configurations are up-to-date.