Account and settings
Where Persate settings are and how they are organized — personal pages, the Sources catalogue and organization settings.
Open the profile menu in the top navigation and select Account settings, Security & Privacy, Notifications, Preferences, Sources, or Organization to go directly to that settings section. Log out appears separately below these shortcuts. Settings opens as a separate area. Select Back to app to return to the platform.
While Settings is open, the sidebar shows the settings navigation instead of the main navigation. Back to app at the top of it returns to the page that was open before Settings. On narrow screens, the bar at the top of the screen shows Back to app, the name of the current page and Sections, which opens the settings navigation.
Settings pages
The settings navigation is divided into three groups.
| Group | Page | Contents |
|---|---|---|
| PERSONAL | Account | Profile photo, display name, email, role and groups. |
| Security & Privacy | Password, two-step verification, sessions and trusted devices, login history, analytics cookies and personal data export. | |
| Notifications | Email, in-app and phone notifications. | |
| Preferences | Language, theme, Advisor output style and other personal preferences. | |
| PLATFORM | Sources | The catalogue of sources monitored by Persate, open to every member. See Sources. |
| MCP & AI apps | The MCP server address, setup guides for ChatGPT and Claude, the access the organization allows and the AI apps connected to the account. See MCP and AI apps. | |
| ORGANIZATION | General | The organization name and settings that apply to the whole organization. |
| Members | Organization members and invitations. | |
| Groups & permissions | Groups and the Repository files shared with them. | |
| Usage & plan | The organization's plan and usage. | |
| External providers | Permissions for external services that process the organization's data. | |
| Experimental features | Optional experimental functions. | |
| MCP access | Whether AI apps can connect to the organization's data, with which toolsets and access mode, and the AI apps connected by members. |
The entire ORGANIZATION group and the Organization shortcut in the profile menu are visible only to organization administrators. Other members use the PERSONAL and PLATFORM settings. Opening an organization-settings address directly also requires an administrator role.
Personal settings apply only to the signed-in user. Role, group membership, the organization's functions and its processing permissions are managed by an organization administrator — see Administration and Users and groups.
Saving and errors
- Switches on personal pages save as soon as they change. If saving fails, Persate restores the previous value and shows an error; check the connection and try again.
- The display name is saved with Save; a new email address is entered in its own dialog.
- Organization pages collect changes until Save changes is selected. While changes are pending, the page shows Unsaved changes and Discard changes. Changes with wider consequences, such as disabling a provider or granting consent to one, first open Review organization changes, confirmed with Confirm and save.
- If saving organization changes fails, the edits stay on screen with an error. Reload latest settings and discard edits loads the current values, for example when another administrator has changed the same setting.
- MCP access is saved with Save changes; Discard draft and reload discards the edits and loads the current policy.
Pages in this section
- Account — profile photo, display name, email, role and groups.
- Security and privacy — password, two-step verification, sessions, trusted devices, cookies and data export.
- Preferences and notifications — notification delivery and personal preferences.
- MCP and AI apps — connecting AI apps, managing connected apps and the organization's MCP access.