Mastering Retable: Understanding your account settings

In this guide, we are going to delve into understanding your Retable account settings, a crucial aspect that enhances your user experience and personalizes your interaction with the platform. 🌟

Table of contents

• Personalizing your Retable profile
• Managing security settings
• Reviewing organization settings
• Exploring audit logs
• Creating and managing API keys
• Customizing account preferences

Personalizing your Retable profile

How to access and update your profile:

• Click on your profile icon located at the top right corner of the Retable dashboard.
• In the account settings area, you can upload a photo, input your first and last name, and confirm your email address.‍
• You can also delete your retable account from this menu. Note that this is a permanent action and cannot be reversed. Ensure you are certain before proceeding.

Managing security settings

Changing your password:

• For added security, navigate to the password section in your account settings.
• Follow the prompts to change your password, ensuring your account remains secure and accessible only to you.

Reviewing organization settings

Accessing organizational data:

• The organization section in your account settings provides an overview of your current organizational settings.
• Use this area to manage or review your organizational data.

Exploring audit logs

Understanding audit logs:

• The Audit logs section provides details regarding your current login methods and account activities.‍
• Viewing Transaction History: See a log of all transactions made in your account, such as deleted, added, or updated workspaces, projects, tables, or views. Track your login history to monitor when you last logged in or out of your account.

Creating and managing API keys

How to create an API key:

• In the account settings, navigate to the API section.
• Click the “Create New API Key” button to generate a new key for connecting Retable data with other applications.‍
• Using API Keys: This enhances automation and data flow by enabling seamless integrations.

Customizing account preferences

Adjusting account preferences:

• Navigate to the settings tab in your account settings.‍
• Customization Options:
  • Date format: Change the date format to suit your regional or personal preference.‍
  • Week start: Set the week to start on either Monday or Sunday, aligning with your scheduling needs.‍
  • Digit separator: Choose your digit separator to streamline how you view numbers.‍
  • Currency symbol: Edit your currency symbol to reflect the currency you work with most frequently.‍
  • Symbol placement: Adjust the placement of the currency and percent symbols for clarity and precision in your financial and percentage data.

These adjustments will reflect across your Retable account, influencing how data is displayed and interacted with in your spreadsheets and across the platform, ensuring a coherent and customized user experience tailored to your preferences. 🚀

By understanding and utilizing these account settings, you can enhance your Retable experience, ensuring it is tailored to your specific needs and preferences. This allows for a more efficient and personalized interaction with the platform, ultimately improving your workflow and productivity.