Settings
15.1 General
Configure general organization settings and preferences.
The General Settings page allows users to configure personal preferences and application-level settings. These settings help customize the platform experience and improve usability across supported modules.
Overview
The General Settings page enables users to manage:
- Personal preferences
- Display options
- Notification settings
- User interface configurations
- Default platform behavior
Changes made in this section affect the current user's platform experience.
User Preferences
User preferences control how information is displayed throughout the platform.
Available settings may include:
- Default dashboard preferences
- Language preferences
- Date and time formats
- Regional settings
- Theme configuration
Appearance Settings
Theme Selection
Users can customize the platform appearance.
Available options may include:
- Light Mode
- Dark Mode
- System Default
Theme preferences are automatically applied throughout the platform.
Currency Rates
The Currency Rates page allows administrators to manage exchange rates used throughout the platform for cost reporting, billing calculations, financial analysis, and multi-currency support.
Organizations operating across multiple regions can define and maintain currency conversion rates to ensure accurate financial reporting and cost visibility.
Overview
The Currency Rates page enables administrators to:
- View configured currency exchange rates.
- Manage monthly exchange rates.
- Support multi-currency billing and reporting.
- Add new exchange rates manually.
- Update existing rates.
- Delete obsolete exchange rates.
- Filter and search currency rate records.
Currency Rates List
The Currency Rates table displays all configured exchange rates.
Available Columns
| Column | Description |
|---|---|
| Month & Year | Period for which the exchange rate applies |
| Source Currency | Currency being converted from |
| Target Currency | Currency being converted to |
| Rate | Exchange rate value |
| Created At | Date and time when the rate was created |
| Updated At | Date and time when the rate was last modified |
| Source | Source of the exchange rate |
| Actions | Edit or delete the rate |
Exchange Rate Information
Each record represents the exchange rate applicable for a specific month.
Example
| Source Currency | Target Currency | Rate |
|---|---|---|
| USD | INR | 83.50 |
This means:
1 USD = 83.50 INRThe configured rate will be used for billing calculations and cost conversions during the selected period.
Search Currency Rates
Use the Search by Month field to locate specific exchange rate records.
You can search by:
- Month
- Year
- Reporting period
Examples:
- January 2026
- February 2026
- March 2026
Filter Currency Rates
Administrators can use filters to narrow results.
Month & Year
Filter rates for a specific reporting period.
Source Currency
Filter by the original currency.
Examples:
- USD
- EUR
- GBP
- INR
Target Currency
Filter by the conversion currency.
Examples:
- USD
- EUR
- GBP
- INR
Source
Filter records based on how the exchange rate was created.
Examples:
- Manual
- Automated
- Imported
Edit Exchange Rate
To modify an existing exchange rate:
- Locate the currency record.
- Click the Edit icon.
- Update the required information.
- Save the changes.
The updated rate becomes available for future calculations.
Delete Exchange Rate
To remove an exchange rate:
- Locate the record.
- Click the Delete icon.
- Confirm the deletion.
Warning: Deleting an exchange rate may affect historical reporting and financial calculations.
Export Data
Administrators can export currency rate records for auditing and reporting purposes.
Available export formats may include:
- CSV
- Excel
Add Currency Rate
The Add Currency Rate page allows administrators to manually create exchange rate records for a specific reporting period.
Exchange rates added here are used during cost calculations, billing reports, and financial dashboards.
Overview
Administrators can configure:
- Reporting month
- Source currency
- Target currency
- Exchange rate value
The newly created rate becomes available immediately after saving.
Fields
Month & Year
Select the period for which the exchange rate should be applied.
Example:
January 2026This period determines where the exchange rate is used in reporting and billing calculations.
Source Currency
Select the currency that will be converted from.
Examples:
- USD
- EUR
- GBP
- INR
- AUD
Example:
USDTarget Currency
Select the currency that will be converted to.
Examples:
- USD
- EUR
- GBP
- INR
- AUD
Example:
INRRate (1 Source Currency =)
Enter the conversion value.
Example:
1 USD = 83.50 INRIn this case:
Rate = 83.50The platform uses this value when converting costs between currencies.
Steps to Add a Currency Rate
Follow these steps to create a new exchange rate:
Step 1
Navigate to:
Settings → Currency RatesStep 2
Click Add Rate.
The Add Currency Rate panel opens.
Step 3
Select the Month & Year for which the exchange rate should apply.
Example:
January 2026Step 4
Select the Source Currency.
Example:
USDStep 5
Select the Target Currency.
Example:
INRStep 6
Enter the conversion rate.
Example:
83.50This represents:
1 USD = 83.50 INRStep 7
Review the entered information.
Verify:
- Reporting period
- Source currency
- Target currency
- Exchange rate value
Step 8
Click Save Rate.
The new exchange rate is stored and becomes available for financial calculations and reporting.
Cancel Adding a Rate
To exit without saving:
- Click Cancel.
- The form closes.
- No exchange rate is created.
Notification Settings
The Notification Settings page allows users to control how and where platform notifications are delivered. Users can configure notification preferences for different modules and choose their preferred communication channels.
Notification preferences are applied immediately and help ensure that important updates, alerts, and operational events are delivered through the appropriate channels.
Overview
The Notification Settings page enables users to:
- Configure notification delivery methods.
- Enable or disable alerts by module.
- Manage in-app notifications.
- Control browser push notifications.
- Configure email notifications.
- Reduce unnecessary alerts.
- Prioritize important operational updates.
Notification Channels
Users can configure notifications through the following channels.
In-App Notifications
Displays notifications directly within the platform.
Examples include:
- Policy compliance alerts
- Discovery completion updates
- Budget threshold notifications
- Security findings
These notifications appear in the platform's Notification Center.
Web Push Notifications
Displays notifications through the web browser, even when the application tab is not currently active.
Web Push notifications help users:
- Receive real-time alerts.
- Monitor critical platform events.
- Respond quickly to urgent issues.
Note: Browser notification permissions must be enabled to receive Web Push notifications.
Email Notifications
Sends notifications to the user's registered email address.
Email notifications are useful for:
- Important operational alerts.
- Compliance violations.
- Budget threshold events.
- Security incidents.
- Administrative updates.
Notification Categories
The platform supports notification settings for multiple modules.
Each category can be independently configured for In-App, Web Push, and Email delivery.
Budget & Cost
Notifications related to financial operations and cloud spending.
Examples:
- Budget thresholds reached.
- Budget overruns.
- Cost anomalies.
- Spend forecast alerts.
Recommendations
Notifications generated from optimization recommendations.
Examples:
- Cost-saving opportunities.
- Security recommendations.
- Resource optimization suggestions.
- Operational improvements.
Discovery
Notifications related to account discovery and inventory synchronization.
Examples:
- Discovery completed successfully.
- Discovery failed.
- New resources discovered.
- Synchronization status updates.
Governance
Notifications related to governance policies and compliance.
Examples:
- Policy violations.
- Compliance score changes.
- Failed governance checks.
- Compliance assessment results.
SecOps
Notifications related to security operations.
Examples:
- Critical vulnerabilities.
- Security findings.
- High-risk alerts.
- Compliance failures.
Orchestration
Notifications related to infrastructure automation and workflows.
Examples:
- Workflow execution results.
- Deployment notifications.
- Automation failures.
- Workspace updates.
Module Usage Plans
Notifications related to subscription and plan utilization.
Examples:
- Subscription usage limits.
- Plan expiration warnings.
- Resource consumption thresholds.
- Licensing notifications.
Billing
Notifications related to billing activities.
Examples:
- Invoices.
- Renewal reminders.
- Subscription updates.
- Payment-related events.
User Management
Notifications related to users and access management.
Examples:
- New user invitations.
- Role assignment changes.
- User onboarding updates.
- Access changes.
System
Notifications generated by system-level operations.
Examples:
- Platform maintenance notices.
- System announcements.
- Service availability updates.
- Administrative alerts.
Update Notification Preferences
To modify notification settings:
Step 1
Navigate to:
Settings → NotificationsStep 2
Locate the notification category.
Step 3
Choose the preferred setting for:
- In-App
- Web Push
Available options generally include:
Enabled
DisabledStep 4
Changes are applied automatically.
No additional save action is required.
Notification Preferences
Users can configure how notifications are delivered.
Browser Notifications
Enable or disable:
- Governance alerts
- Discovery status updates
- Security notifications
- Budget alerts
- Platform announcements
Email Notifications
If enabled, notifications can also be delivered through email channels.
Language and Localization
The platform supports localization settings for different regions.
Users can configure:
- Preferred language
- Date format
- Time format
- Time zone preferences
These settings improve readability and reporting accuracy.
Default Platform Behavior
Administrators can configure default application preferences such as:
- Landing page selection
- Preferred dashboard view
- Table pagination defaults
- Default filtering options
These settings help streamline daily workflows.
Saving Changes
To update settings:
- Modify the desired configuration.
- Review the updated settings.
- Click Save Changes.
- The platform applies the updated preferences.
Some settings may require a page refresh or re-login to take effect.
Reset Settings
If available, users can restore default platform settings.
This action resets user-customized preferences and reverts the application to standard defaults.
15.2 Currency Rate
Configure currency exchange rates for cost reporting and analysis across your cloud accounts.
Notifications
The Notifications page provides a centralized location for viewing, managing, and tracking platform-generated notifications. Notifications help users stay informed about governance violations, discovery activities, compliance results, security findings, billing events, and other important system activities.
This page enables users to quickly identify critical events and take corrective actions when required.
Overview
The Notifications page allows users to:
- View all system notifications.
- Monitor compliance and governance events.
- Track discovery job results.
- Review security-related alerts.
- Manage notification status.
- Mark notifications as read.
- Filter and search notifications.
Browser Push Notifications
The platform supports browser-based push notifications.
Enable Notifications
To receive real-time notifications:
- Click Enable in the notification banner.
- Allow browser notification permissions.
- Receive alerts even when the application tab is not open.
Benefits
Browser notifications help users:
- Stay informed about critical events.
- Receive immediate alerts.
- Respond quickly to operational issues.
- Monitor platform activities in real time.
Notification List
The notification table displays all generated notifications across the platform.
Available Columns
| Column | Description |
|---|---|
| Category | Module that generated the notification |
| Notification | Notification title and summary |
| Severity | Importance level of the notification |
| Status | Read or unread status |
| Received | Timestamp when the notification was generated |
| Actions | Available actions for the notification |
Notification Categories
Notifications are grouped by platform modules.
Governance
Governance notifications may include:
- Compliance score changes
- Policy violations
- Failed compliance checks
- Governance recommendations
Example:
Compliance score below 90% for Enforce MFA on IAM UsersDiscovery
Discovery notifications may include:
- Discovery job completion
- Discovery failures
- Account synchronization updates
- Resource inventory updates
Example:
Discovery finished successfully for AWS accountFinOps
FinOps notifications may include:
- Budget threshold alerts
- Cost anomalies
- Spend forecast warnings
- Cost optimization recommendations
SecOps
SecOps notifications may include:
- Security findings
- High-risk vulnerabilities
- Compliance failures
- Security policy violations
Severity Levels
Each notification is assigned a severity level to indicate urgency.
High
Indicates critical events requiring immediate attention.
Examples:
- Compliance failures
- Security violations
- Failed governance controls
Medium
Indicates important operational events that should be reviewed.
Low
Indicates informational notifications that do not require immediate action.
Examples:
- Successful discovery completion
- Informational updates
- Routine status notifications
Notification Status
Notifications may have one of the following statuses:
Unread
Indicates that the notification has not yet been reviewed.
Read
Indicates that the notification has been reviewed by the user.
Search Notifications
Use the Search Notifications field to quickly locate specific notifications.
You can search by:
- Notification title
- Policy name
- Account name
- Module name
- Related keywords
Filter Notifications
The platform provides filters for narrowing notification results.
Category Filter
Filter notifications by module such as:
- Governance
- Discovery
- FinOps
- SecOps
- Observability
Status Filter
Filter notifications by:
- Read
- Unread
Manage Notifications
Mark as Read
To mark an individual notification as read:
- Locate the notification.
- Click Mark as Read.
The notification status changes from Unread to Read.
Mark All as Read
To update all notifications at once:
- Click Mark All as Read.
- All unread notifications are updated.
Load Older Notifications
Click Load Older to display historical notifications beyond the current list.
Pagination
The Notifications page supports pagination for environments with large numbers of notifications.
Features include:
- Configurable rows per page.
- Page navigation controls.
- Total notification count.
- First, Previous, Next, and Last page navigation.
Profile Settings
The Profile Settings page allows users to manage personal account information, review account details, and update profile settings. This page helps users keep their personal information current and maintain secure access to the platform.
Overview
The Profile Settings page enables users to:
- View profile information.
- Update personal details.
- Manage account credentials.
- Change passwords.
- Review account status.
- View role assignments.
- Monitor account activity.
Profile Information
The profile section displays key account details.
Name
Displays the user's full name registered in the platform.
Example:
Pallavi ShindeStatus
Displays the current account status.
Active
Indicates that the user account is active and can access authorized platform functionality.
Assigned Role
Displays the role currently assigned to the user.
Example:
MSP-AdminThe assigned role determines available permissions and platform access levels.
Last Login
Displays the most recent successful login time.
Example:
10 Sep 2026, 02:05 PMThis information helps users monitor account activity and identify unexpected access.
Editable Fields
Users may update personal account information such as:
First Name
Enter or update the user's first name.
Example:
PallaviLast Name
Enter or update the user's last name.
Example:
ShindeEmail Address
Displays the email address associated with the account.
Example:
jane.doe@example.comNote: Depending on organizational policies, the email address may be read-only and cannot be modified directly.
Change Password
Users can update their account password using the Change Password option.
To Change Your Password
- Click Change Password.
- Enter the current password.
- Enter a new password.
- Confirm the new password.
- Submit the request.
- The new password becomes active after successful validation.
Password Recommendations
For stronger account security:
- Use at least 8 characters.
- Include uppercase and lowercase letters.
- Include numbers.
- Include special characters.
- Avoid common or reused passwords.
Save Profile Changes
To update profile information:
Step 1
Modify the required fields.
Step 2
Review the updated information.
Step 3
Click Submit.
Step 4
The system validates and saves the changes.
Cancel Changes
To discard unsaved updates:
- Click Cancel.
- All unsaved changes are removed.
- The profile remains unchanged.