Settings

Manage your account settings and preferences.

Profile Information
Update your personal information.
Email
Your email address for account access and notifications.

Contact your administrator to change your email address.

Role & Permissions
Your access level and permissions.

Current Role

Determines what actions you can perform

Staff

Permissions:

  • View financial data
  • Use AI assistant
  • Generate workpapers
Security
Manage your password and security settings.
AI assistant memory
Save corrections and preferences so Workit AI applies them in future chats.
Manage saved instructions
Notifications
Configure how you receive notifications.

Notification preferences coming soon.