My Profile

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You can manage your profile within this section.

1. Add your contact details
   
2. Add a personalised signature (you can copy and paste from outlook).
   
3. Password reset
   
4. Setup 2 factor authentication (We highly recommend). 

Password reset

Setup 2 factor authentication (We highly recommend). 

• Related Articles

• Default Settings

  Set the home country for you organisation, this is used as the default country for pick lists. Here you can set the default units of measurement used in the system. You can also turn on audit logging here. Here you can configure how the references ...

• User Manager

  Here you can manage user’s access and permissions in CocoonOPS. Users with the System Admin or an Manager role can manager user accounts This allows you to: Create user accounts to login to CocoonOPS Attach the user to an office (Quotes and ...

• Notification Settings

  Notifications are messages that are sent to external parties by the system. The following general settings can be configured: Logo use in the notification header Sign off salutation Footer For each notification you can set the content that is ...

• Documents Templates

  he document settings allow you to configure the documents that are generated by the system. Firstly, configure the common components for all documents: Logo Your Address Common Footer If you are using the default document templates, the ideal size ...

• Finance

  Here you can set the default currency and tax rate that is automatically applied to rates that you attached to quotes and consignments. You can also set the date for your company’s financial year end date. General Finance Settings Here you can set ...