Settings

Overview

The Settings section allows you to configure your personal account preferences, notification settings, and other user-specific options. Administrators have access to additional system-wide settings for configuring the organization, features, and integrations.

Prerequisites

• You must be logged in to your CitoHR account
• Admin role required for system settings

Accessing Settings

1. Log in to your CitoHR account
2. Click on your profile picture or name in the top right corner
3. Select "Settings" from the dropdown menu
4. Or navigate to Admin > Settings for system settings

Account Settings

Update your account information:

1. In Settings, click the "Account" tab
2. Update your information:
   • Email Address - Update your email (may require verification)
   • Phone Number - Update contact number
   • Language - Select preferred language
   • Time Zone - Set your time zone
   • Date Format - Choose date display format
3. Click "Save Changes" to apply updates

Changing Your Password

Update your account password:

1. In Settings, navigate to the "Security" or "Password" section
2. Click "Change Password"
3. Enter your current password
4. Enter your new password:
   • Must meet minimum length requirements
   • May require uppercase, lowercase, numbers, and special characters
   • Check password strength indicator
5. Confirm your new password by entering it again
6. Click "Update Password" or "Save"
7. You may be logged out and need to log in with your new password

Configuring Notification Settings

Control how and when you receive notifications:

1. In Settings, click the "Notifications" tab
2. Configure notification preferences:
   • Email Notifications - Toggle email notifications on/off
   • In-App Notifications - Enable/disable in-app notifications
   • Push Notifications - Enable browser push notifications (if supported)
3. Configure notification types:
   • Leave request notifications
   • Expense claim notifications
   • Feedback notifications
   • Task assignment notifications
   • System notifications
   • Other notification types
4. Set notification frequency:
   • Immediate - Receive notifications as they occur
   • Daily Digest - Receive summary once per day
   • Weekly Digest - Receive summary once per week
5. Click "Save Settings" to apply changes

Managing Privacy Settings

Control your privacy and data visibility:

1. In Settings, click the "Privacy" tab
2. Configure visibility settings:
   • Profile Visibility - Who can view your profile
   • Contact Information - Who can see your email and phone
   • Directory Visibility - Show/hide in employee directory
   • Calendar Visibility - Who can see your calendar
3. Set data sharing preferences
4. Click "Save Settings" to apply

Appearance Settings

Customize the look and feel of the application:

1. In Settings, click the "Appearance" tab
2. Configure appearance options:
   • Theme - Select Light, Dark, or System (follows device setting)
   • Font Size - Adjust text size (if available)
   • Compact Mode - Enable/disable compact layout
3. Changes apply immediately

System Settings (Admin)

Configure organization-wide settings:

1. Navigate to Admin > Settings
2. Configure organization settings:
   • Organization Name - Company name
   • Logo - Upload organization logo
   • Time Zone - Default organization time zone
   • Currency - Default currency
   • Date Format - Default date format
3. Configure feature settings:
   • Enable/disable features
   • Set feature defaults
   • Configure feature-specific settings
4. Configure integration settings:
   • Email service configuration
   • Third-party integrations
   • API settings
5. Click "Save Settings" to apply changes

Security Settings (Admin)

Configure security and authentication settings:

1. Navigate to Admin > Settings > Security
2. Configure authentication settings:
   • Password Policy - Set password requirements
   • Two-Factor Authentication - Enable/disable 2FA
   • Session Timeout - Set automatic logout time
   • OAuth Providers - Configure Google, Microsoft, etc.
3. Configure access controls:
   • IP restrictions (if applicable)
   • Domain restrictions
   • Role-based access settings
4. Review security logs and audit trails
5. Click "Save Settings" to apply

Email Settings (Admin)

Configure email service and templates:

1. Navigate to Admin > Settings > Email
2. Configure email service:
   • SMTP server settings
   • Email credentials
   • From address and name
   • Test email configuration
3. Manage email templates:
   • View available templates
   • Edit template content
   • Customize email designs
4. Configure email preferences:
   • Default email settings
   • Email sending limits
   • Bounce handling
5. Click "Save Settings"

Related Features

• My Profile - Update personal information that affects your profile
• User Management - Configure user-specific settings from admin
• Organization - Organization settings affect the entire company