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User Settings Overview

Manage your personal profile, security preferences, and default behavior in SubBase.

Written by Andrew Rapinchuk
Updated over 3 months ago

This article explains what the User Settings page is, why it exists, and how it fits into your day-to-day experience using SubBase.


Purpose

User Settings plays a central role in SubBase by giving each user control over their personal account preferences, security, and default behaviors without affecting company-wide configuration.


Overview

The User Settings page is where individual users manage how they personally interact with SubBase. Unlike Company Settings, which control organization-wide rules and structure, User Settings are specific to you.

Users typically land here to update profile information, adjust login or security details, or review personal preferences that influence how SubBase behaves when they log in. This page ensures that each user can keep their account accurate, secure, and aligned with their role without impacting other users.

User Settings is accessed from the User Profile Menu in the blue navigation bar and remains consistent regardless of which project or tab you are currently viewing.


Who Can Do This

All users with access to SubBase have access to User Settings.


Before You Start

Before using User Settings, keep the following in mind:

  • You must be invited to SubBase by an Admin before you can access the platform.

  • Users cannot create accounts on their own.

  • Changes made here apply only to your individual account.

  • Updates do not affect other users, projects, or company workflows.

  • Only changes to your name will be reflected on other accounts and throughout the rest of subbase


What You Can See and Do in the User Settings Page

When you open User Settings, you see a set of sections focused on your personal account rather than operational workflows.

When you open this page, you can:

  • Review and update your personal information

  • Manage how you sign in and secure your account

  • Adjust default behaviors that affect your SubBase experience

The layout is intentionally simple and scoped to the individual user, helping you make changes quickly without navigating through broader administrative areas.


Personal Information

The Personal Information section displays the core details associated with your account.

Here, you'll see:

  • Your name and contact information

  • Phone number

This information helps ensure that activity, assignments, and communication across SubBase are correctly tied to you.


Security

The Security section focuses on protecting your account and managing how you access SubBase.

In this area you'll find where password management occurs.


Settings

Depending on company configuration, User Settings may include preferences that influence how SubBase behaves when you log in.

Examples include:

  • Your default home page when opening SubBase

  • Personal notification-related preferences

These preferences are designed to reduce friction and help SubBase align with how you personally work day to day.


Relationship to Other Areas in SubBase

User Settings is intentionally separate from Company Settings.

Changes made here do not affect:

  • Other users’ access or permissions

  • Project structure or visibility

  • Order, invoice, or approval workflows

This separation ensures that users can manage their own account confidently without risk to shared data or workflows.


FAQs

Does changing User Settings affect my projects or orders

No. User Settings only affect your personal account and experience.

Can an Admin change my User Settings

Admins can manage users through Company Settings, but many User Settings are intended to be managed directly by the user.


Best Practices

  • Keep your contact information up to date so assignments and notifications work correctly

  • Review security settings periodically, especially if your role changes

  • Set a default landing page that matches where you spend most of your time in SubBase

  • Use User Settings for personal preferences and Company Settings for organizational changes

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