Setup GuideConfiguration

Configuration

After activating your license, configure the basic SRExpert options.

User Settings

Access your profile by clicking your avatar in the top-right corner and selecting Profile.

User menu dropdown
Click your avatar to access Profile and Settings
SectionFieldsDescription
Account InformationFull Name, Email, Company, Time ZoneYour account details
Security SettingsPasswordChange your login credentials
Account Details page
Account Details: update your information and password

Tip: Click the bell icon in the header to view your platform notifications.

Notifications panel
Notifications panel shows your recent alerts

Organization Settings

Access Settings in the sidebar.

SectionFieldsDescription
GeneralOrganization name, Timezone, LanguageBasic organization preferences
Users and GroupsMembers, RolesManage team access and permissions
SSO IntegrationMicrosoft Entra ID, Google OAuthConfigure SSO

User Permissions

RoleDescription
AdminFull access to all features and settings
EditorCan modify resources but not settings
ViewerRead-only access

Alert Settings

To configure alerts and notification channels (Slack, Teams, Email, etc.), see Alerts & Notifications.

Next Steps