Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Getting started with Settings

Settings is where you manage your profile, notification preferences, security, organisation configuration, and Object Manager setup.

Note: Previously, Admin and Object Manager appeared as separate sections in the left navigation sidebar. They are now part of Settings: 'Organisation' replaces Admin, and 'Objects' replaces Object Manager.

How to open Settings

Select the gear icon in the top right corner of Vatix Workspace.

Sections in Settings

Settings is divided into three sections. The sections you see depend on your role and the Vatix features available to your organisation.

Personal

All users can access the Personal section.

  • 'Profile': your user record and personal information
  • 'Notifications': control how you're notified about activity (visible to users with an Events or Audits licence)
  • 'Security': manage your password and two-factor authentication

Objects

Users with Object Manager access can see the Objects section.

Contains your objects (Events, Sites, Assets, Contacts), each with its own Field Manager and Layout Editor for configuring fields and record layouts.

Organisation

Account Owners can access the Organisation section.

  • 'Users': add, edit, and manage users
  • 'User Fields': configure the fields shown on user profiles
  • 'Teams': manage teams
  • 'Company settings': organisation-wide configuration, such company logo
  • 'Licences': view your licence allocation

Note: Account Owners with Object Manager access see both 'Organisation' and 'Objects' in Settings. Managers with Object Manager access see 'Objects' but not 'Organisation'.