Settings

Settings covers two areas: your personal account settings and your workspace settings (team, organisation, billing). Both are accessed separately.

Common Tasks

• Change profile picture and name
• Update password
• Set up the email digest
• Invite or remove a team member
• Manage billing and invoices
• Edit organisation name and company details

How to

Personal Settings

You reach personal settings via the user menu top-right > Settings. They are organised into three tabs: Account, Integrations, and Channels.

In the Account tab:

1. Change name: Click Edit, enter the new name, save.
2. Change email address: Click Change email — a confirmation email is sent to the new address.
3. Update password: Enter current password and new password (twice), click Update password.

Your account is also automatically protected with two-factor security: when you sign in from a new device, Locari asks for a code by email. There is nothing to set up — details under Two-Factor Authentication.

Example: Ms. Hoffmann enters her full name under Account so colleagues can identify her immediately in the team list.

Workspace Settings

Path: Sidebar > Settings > Organisation tab

1. Change organisation name: Click Edit, enter the new name, save.
2. Maintain company details (business accounts only): company name, street, postal code, city, country, tax ID — required for correct invoices.
3. Upload workspace logo: Click the logo icon and upload an image.

Configure Notifications

In the Account tab, Email notifications section:

• Email digest: How often you receive a summary of your rental activity — daily, weekly, or never.

Use the Channels tab (Locari Assistant) for WhatsApp integration and quiet hours. Use the Integrations tab (Locari MCP and Address Book) for AI access and CardDAV — details: Integrations.

Views and Fields

Personal Settings — Account Tab

• Profile picture
• Name (display name)
• Email address (with change dialog)
• Password (form: current + new password × 2)
• Email digest frequency (daily / weekly / never)

Workspace Settings — Organisation Tab

• Workspace name
• Workspace logo
• Account type (private / business)
• Company name, street + house number, postal code, city, country, tax ID (business accounts only)
• Billing email, billing reference (business accounts only)
• Danger zone: delete workspace (only without an active subscription)

Related Pages

• Two-Factor Authentication
• Team Management
• Billing
• Getting Started