User Settings

User Settings let you manage your personal profile, your password and your notification emails. This page is accessible to all users regardless of role.

Access User Settings by clicking your name at the bottom of the sidebar, then selecting User Settings.

Nothing on this page saves on its own. As soon as you change something, a bar appears at the bottom saying what is unsaved, with Discard and Save. If you try to leave with unsaved changes, Finpilo asks first.

Profile tab

The Profile tab shows your personal information:

First Name and Last Name — editable. Change them and click Save.
Email Address — display only. The email address you use to sign in.
Roles — display only. The roles you hold in this workspace, each with where it counts: a role for the whole workspace by its name ("Owner"), a role on one entity with that entity ("Approver · SIA Alfa"). The same names stand under your name in the sidebar. To change your roles, ask someone who manages people.

Password — click Send Reset Link. Finpilo emails you a link to set a new password, and says Reset link sent.

Notifications tab

The Notifications tab decides what Finpilo emails you. You always see everything inside Finpilo itself: steps waiting on you appear on the Actions page under Waiting on You, and messages workflows send you appear under Messages. Email is an extra nudge on top, so you know to come and look without keeping Finpilo open.

Settings apply to the workspace you are in. If you belong to more than one workspace, set them separately in each.

Email Summary holds the times the daily summary is sent (Sent At), 08:00 unless you change it. Type a time as HH:mm and press Enter to add one; click ✕ on a time to remove it. The times are shared by both kinds below.

There are two kinds of notification, each with the same two switches:

Actions waiting on you — steps that need your decision.
Notifications sent to you — messages workflows send you.

For each kind you can choose:

Email as it happens — an email as soon as something new arrives. Off by default. If several arrive together, they come in one email rather than one each.
In the daily summary — one email at each Sent At time listing what is still waiting on you, plus any new messages. On by default. Nothing is sent when there is nothing waiting. Long lists show the first 50 and a count of the rest.

You can have both switched on. Changes are kept when you click Save.

A few things worth knowing:

Answer something before a summary time and it will not appear in that summary.
Marking messages as read is not needed to stop emails. Reading them only clears the unread count in Finpilo.
Switching Email as it happens on will not send you a burst of emails about things that were already waiting. You will hear about what arrives next.
Decisions are always made in Finpilo. The email tells you what is waiting and links you straight to it.