Manage personal profile and preferences
To manage personal profile and preferences, start with settings access and verified Business Account, branch, user, or configuration details. In Admin, change auto-lock time, change reporting range, toggle assistant preference, and save personal preferences. Settings can affect every user or branch in scope, so review the selected Business Account and branch before saving.
Before you start
- Settings access and verified Business Account, branch, user, or configuration details
- Confirm whether the change is personal, Business Account-wide, or branch-specific before saving
Steps
- Open /settings/profile and review the current personal preferences for the signed-in user.
- Choose the supported auto-lock interval and default reporting range, and change the assistant preference only if intended.
- Save the personal preferences once and wait for confirmation.
- Reopen the page to verify the values; these preferences do not change another user or Business Account-wide configuration.
Expected result
The signed-in user’s auto-lock, reporting range, and assistant preference reload with their saved values. No other user, branch, or Business Account setting changes through this personal page.
Permissions
- Profile Preferences requires settings.read and changes only the signed-in user’s supported personal settings.
Troubleshooting
Personal preferences will not save.
Correct the displayed auto-lock or reporting-range value and submit once. These are signed-in-user settings; do not change Business Account configuration as a workaround.
A saved preference is not applied.
Reopen /settings/profile and verify the persisted value for the same user session. Refresh once, then report the preference, displayed value, intended value, and time without account credentials.
Related articles
Update verified Business Account identity, regional, or tax settings and confirm the saved values.Manage branches
Create or maintain a branch, review its tabs separately, and assess operational impact before deactivation.Manage team members and invitations
Invite or maintain a team member using the correct email, role, and allowed branch scope.
Open in TajerGo
Sign in with the appropriate role and confirm your Business Account and branch before continuing.
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Last reviewed 2026-09-06 · Send documentation feedback