Configure your settings
Settings is where you manage your account, preferences, and organization configuration. What you see here depends on your role — Client Admins have access to organization-level settings, while other roles see personal settings only.
Simple and Advanced mode
The single most important setting to know about is the Simple/Advanced toggle, because it controls what your portal shows:
- Simple mode shows the core sidebar — Home, Chat, Goals, Documents, Proposals, Learn, Book a Call, and Help. This is the default, and it covers everything most clients do day to day.
- Advanced mode reveals the additional views: Runs, Analytics, Team Management, and other technical settings. If you have read about a feature in these docs and cannot find it in your portal, this toggle is almost always the reason.
Switch modes
Click Settings in the portal.
The toggle is in your preferences.
Turn on Advanced mode. The interface updates immediately.
You should now see the additional views — including Runs, Analytics, and Team Management — available in your portal navigation.
Progressive disclosure keeps the portal approachable. Most clients interact through Chat, Goals, and Documents, and showing run logs or workflow metrics from day one adds noise without value. Advanced mode exists so the depth is there when you want it — switch over once you are comfortable, or stay in Simple mode and let your FDE surface anything that needs your attention.
Profile
Your profile settings control how you appear on the platform:
- Name - Your display name, visible to your team and your Advizr FDE
- Email - The email address used for login and notifications
- Avatar - Upload a profile photo or use the default initials
Changes to your profile take effect immediately across the platform.
Preferences
Preferences control how the platform looks and behaves for you:
- Theme - Choose between light and dark mode, or follow your system setting
- Notification preferences - Configure email digest frequency and mute specific notification types (see Manage your notifications for details)
- Simple/Advanced mode - The interface toggle described above
Organization settings (Client Admin only)
If you have the Client Admin role, you also see organization-level settings:
- Company information - Your company name, industry, and description as shown in the platform
- Team management - Quick link to Team Management for adding or removing members
- Billing - Quick link to Billing for invoices and payment methods
- Connected integrations - View and manage any third-party tools connected to your workspace
Security settings
Security-related options are covered separately in Login and security. From Settings you can access the password change form and review your active sessions.
If something goes wrong
- You cannot find Runs, Analytics, or Team Management. Turn on Advanced mode using the steps above — those views are hidden in Simple mode.
- You do not see organization settings. They are visible to Client Admins only. Ask your Client Admin to make the change or update your role.
- A change does not seem to save. Refresh the page to confirm. If the old value comes back, note what you changed and tell your FDE.
- You switched modes and the interface looks unfamiliar. Switch back to Simple mode — nothing is lost, the extra views are just hidden again.
Still stuck? Send your FDE a message in Chat with your browser, a screenshot, and when it happened.