Your personal preferences
Which personal settings BizCortex remembers, and where.
BizCortex remembers some choices on the server for you in each company, and some only in your browser.
For the settings stored on the server, the value is chosen in this order: your own choice, then the company default for your role (set by an owner or administrator), then the built in default.
Who can use this
- Everyone
Fields and options
- View (simple view or all functions)
Stored per company. Changed with the switch at the bottom of the sidebar.
- Home layout
Stored per company. Changed with "Customise" on Home.
- Favourites
Stored per company, up to 12 pages.
- Setup checklist hidden
Stored per company when you click "Hide" on the checklist.
- Onboarding tour done
Stored per company when you finish or skip the tour.
- Signature
Stored per company in My account.
- Advisor digest
How often you receive the Advisor summary by email (daily, weekly or off), at what time, which categories are muted and whether urgent items are emailed.
- Language and theme
Stored in your browser only.
- Sidebar collapsed
Stored in your browser only.
- Recently visited pages
Stored in your browser, per company, up to 5 pages.
Related
- Language and theme
Change the language of the interface and switch between light and dark theme.
- Simple view and all functions
Hide specialist pages from the sidebar, or show every function.
- Customising Home
Pin, hide and reorder app tiles and choose, move and resize widgets.