account – general settings

  • Updated

The General Settings tool is the central configuration space where admins define the foundational identity and behavior of a Neostella account.

This tool governs how the account is represented across the Neostella, such as its name, localization settings, and ownership, and establishes global preferences that affect how users interact with their own profiles. 

Rather than configuring individual users or tools, admins use General Settings to define account-wide rules and defaults that ensure consistency, governance, and a unified platform experience.

how to access general settings

Accessing General Settings is straightforward:

1. Log in to Neostella.
2. Open the Control Center.
3. Click Account.
4. Click General Settings.
Once opened, the general settings page displays the GENERAL SETTINGS and SYSTEM PREFERENCES dashboard.

6 STEPS

1. To access General Settings, first, log in to Neostella.

2. Next, open the Control Center.

3. From there, click Account.

4. And then select General Settings.

5. Once the page opens, you’ll see two sections: General Settings and System Preferences, all available from the same dashboard.

6. You’re now ready to manage your general account settings.

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Next step


general settings dashboard

The General Settings dashboard is organized into two primary tabs, GENERAL SETTINGS and SYSTEM PREFERENCES, each addressing a different account configuration.

1. GENERAL SETTINGS

  • Name field
  • Subdomain field
  • Language and Currency fields
  • Owner Access Settings field

2. SYSTEM PREFERENCES

  • Allow external users to update their profile
  • Allow internal users to update their profile

10 STEPS

1. The General Settings dashboard is organized into two main tabs,
GENERAL SETTINGS and SYSTEM PREFERENCES, each designed to manage a different part of your account configuration.

2. The GENERAL SETTINGS tab configures the primary, global settings of the account.

3. The Name field defines the official name of the firm account.

4. The Subdomain field is an informational field automatically generated based on the account name.

5. Language and Currency settings.

Languages determine the primary and secondary languages used across the user interface.

Currency defines the monetary unit used by the firm’s account.

6. Owner Access Settings is an informational section that displays the account owner’s user information, including email and password configuration details.

7. The SYSTEM PREFERENCES tab controls global rules related to user profile management.

8. You can allow external users to update their profile.

9. You can allow internal users to update their profile.

10. This setup helps you control both your account details and user preferences from one place.

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general settings tab

The GENERAL SETTINGS tab configures the primary, global settings of the account. These values determine how the account is represented and how the platform behaves for all users, establishing how the account is identified, localized, and owned.

The tab includes the following components:

  • Name
  • Subdomain
  • Language and Currency
  • Owner Access Settings

name field

The name field defines the official name of the firm account. This value is used throughout the platform to identify the organization in administrative contexts and shared system references. Updating the account name affects how the account is labeled across tools but does not alter underlying data or configurations.
 

subdomain field

The subdomain field is an informational field automatically generated based on the account name.

Its purpose is to support platform access and routing.The subdomain is unique across Neostella; it is not repeated. Because of its foundational role, the subdomain cannot be edited from the General Settings tool.

F. language and currency fields

The language and currency settings define the localization standards for the account:

  • Languages determine the primary and secondary languages used across the user interface. When languages are updated, the change affects user interface text throughout the platform for all users.
  • Currency defines the monetary unit used by the firm’s account when displaying financial values.
     

owner access settings

Owner access settings is an informational section that displays the account owner’s user information, including email and password configuration details. 

This section exists for visibility and governance purposes. It allows admins to clearly identify the primary account owner while preserving system integrity by preventing direct edits from this tool.
 

system preferences tab

The SYSTEM PREFERENCES tab controls global rules related to user profile management.

Rather than configuring individual users, these settings define what users are allowed to manage about themselves, based on whether they are internal or external to the organization.

Changes made in this tab are applied immediately and affect all users within the account.
 

allow external users to update their profile

When enabled, this setting allows external users (such as clients or third parties) to update their own profile information. They can manage details such as contact information, avatars, and personal preferences.

When disabled, profile information becomes read-only for these users, requiring admin intervention for updates.
 

allow internal users to update their profile

When enabled, this setting allows internal users to update their own profile information

Enabling this option allows internal users to maintain their contact details, avatars, and preferences independently. Disabling it centralizes profile management under admin control, which may be required for governance or compliance purposes.