SettingsOverview

Settings

Manage your SRExpert account settings, billing, and user preferences.

Overview

The Settings section allows you to configure:

SectionDescription
UsersManage team members and their access levels
Account DetailsUpdate your profile information and security settings
Billing & UsageView your subscription plan and usage metrics

Accessing Settings

Click on the Settings icon (gear) in the sidebar to access the settings menu.

Account Details

In Account Details you can:

  • Update your Full Name and Email Address
  • Set your Company name
  • Configure your Time Zone
  • Change your Password in the Security Settings section

Users Management

The Users section allows administrators to:

  • View all users in the organization
  • Invite new team members
  • Manage user roles and permissions
  • Remove users from the organization

User Roles

SRExpert supports different user roles:

RoleDescription
AdminFull access to all features including user management and billing
EditorCan create and modify resources but cannot manage users or billing
ViewerRead-only access to view resources and dashboards

Security

Keep your account secure:

  1. Use a strong password (minimum 8 characters)
  2. Regularly update your password
  3. Review active sessions periodically
  4. Enable two-factor authentication when available