Account settings
Manage organisation profile, access & personas, defaults, billing, and account-level preferences.
Open account settings
From the account menu, open Settings (admin / system administrator access required for most panels). Use the sidebar to switch panels and Save changes when you edit.
Profile and location
Profile covers company logo, name, alias, email, telephone, domain, and about text used across branded emails and print headers.
Location stores the head-office or main account address for your organisation.
Access & Personas
Invite members, assign personas, and control which projects each person can access. Personas package menus, landing pages, AI prompt tone, and permissions.
System personas include Executive, Portfolio Manager, Facility Manager, Energy Consultant, Engineer, and System Administrator. Duplicate a persona to customise, or use the permission matrix and experience packs for pre-rolled dashboards and templates.
Memberships support invite, persona assignment, project scope, and deny overrides. Audit log records access changes.
Settings defaults
Choose default project, date format, notification preference (important only / all activity / none), and default email logo source (Amplifi, Account, Project, or None).
Default email logo seeds new Email templates; individual templates can override branding.
Subscription and billing
Subscription & Billing shows plan details and billing information for the account.
Remove Account permanently deletes the organisation after projects have been removed — use with care.