Overview of Account Settings

The Account settings section allows you to manage company-level settings for your organisation. These settings apply to your entire account and control how your organisation manages users, suppliers, documents, and platform access.

You can access Account settings from your profile menu in the top-right corner of the platform.

Below is a brief overview of the available tabs.

Invite my suppliers

Invite suppliers to join the platform and connect with your organisation so you can request documents and collaborate within your supply chain.

See Inviting suppliers for detailed instructions.

Public profile

Manage the public information of your organisation, including company details, identifiers, and shared documents.

See Setting up your public profile.

Tags catalogue

View and manage tags used to organise suppliers in your account.

See Managing tags.

Team members

Add or remove users in your organisation and manage their roles and permissions.

See Managing team members and permissions.

Account security

Manage login and security settings for your organisation.

See Managing account security settings.

Request settings

Configure how document requests and reminders are automatically generated.

See Activating and managing automatic document requests.

Document settings

Manage document handling preferences such as automatic archiving of expired documents.

See Managing document settings and archiving.

API keys

Generate and manage API keys for integrating your account with external systems.

See Connecting your ERP system using the API.