Octo’s Preferences allows you to customize your platform experience and help you configure your organizational settings that affect how your data is being displayed and processed across the platform.
📖 Preferences Categories:
User Setting: Personal customization options such as account details, connected accounts, and interface themes.
Organization Setting: Company-wide configurations including the fiscal year and currency setting.
App Setting: Application behavior preferences like language, region, and color theme.
Notification Setting: Alerts and channel management for receiving notifications.
Single Sign-ON (SSO): SAML SSO configuration for user authentication
💡Note: Some preferences categories are documented separately.
Accessing Your Preferences
📝 In the dashboard, click the gear icon beside your profile to access the preferences menu.
User Settings
My Account
📖 This section displays your personal information and connected accounts. Available options include:
Name: View and edit your account name.
Connected Account: Manage accounts linked to Octo.
Avatar Customization: Personalize your profile picture.
Color Theme: Select your preferred interface color scheme.
Billing and Plans
💡Admin only: Visible only to users with admin privileges.
This section provides details about your Octo subscription and billing.
📖 Here’s what you need to know:
Pricing Model: Octo currently supports custom pricing. For changes and inquiries, contact sales@alphaus.cloud.
Trial Expiration Access: After your trial ends, Octo switches to expired mode with the following conditions:
Available Features (Read-Only Access):Access existing cost groups, reports, and alerts
View previously configured CSP accounts
Access historical data and configurations
Restricted Features:
Creating new cost groups
Generating new reports
Adding new CSP accounts
Setting up new alerts
Adding new organization members
Optimization recommendations
Third-party application integration
Allocation features
Plan Information Display:
Current Plan Status: Active or expired
Expiration Date: Shows plan end date
Octo Credits: Displays remaining balance
Organization Settings
Fiscal Year Configuration
📖 Define your organization’s fiscal year, applied globally across all members.
Current Settings Display: Shows fiscal year start date and quarterly breakdown.
Quarterly Structure:
Q1: January 1 - March 31
Q2: April 1 - June 30
Q3: July 1 - September 30
Q4: October 1 - December 31
Currency Settings
💡Admin only: Only admin accounts can view and modify the Currency Settings.
Controls how monetary values appear in Octo reports.
📖 Here’s what:
Fixed Report Currency Switching: Currency changes apply only to Fixed Reports.
Exchange Rate Updates: Configure how often Octo retrieves updated rates.
Monthly Rate Refresh: System automatically refreshes rates on a specified day each month.
Application Settings
Application Color Theme
Customize Octo’s interface appearance. Options included:
📖 Here’s what’s available:
System: Syncs with your device’s system theme.
Dark Mode: Optimized for low-light environments.
Light Mode: Traditional light theme.
Language and Region
📖 Configure localization to match language and region.
Language Selection: Choose your preferred display language.
Timezone: Choose your local timezone otherwise you can also set it automatically.
💡Note: All dates, times, and time-sensitive data are displayed according to your configured timezone.