To streamline your Syft experience, we've combined our old Settings and burger menus so all your settings reside in one place. Now, you can find everything you need in the new menu at the top left of your screen and gain complete oversight over users, connected entities, and more. Read on to learn more.

At Syft, we are always working to improve the ease of use of our features. Alongside the introduction of our new pricing structure, we've consolidated our old Settings menu and hamburger menu into one sleek drop-down menu at the top left of your screen.

To open the menu, simply click on the arrow next to the icon with your initials. This will open a dialogue box showing all your user information, as well as quick links to helpful resources and support channels.

The first sub-section under Settings is My Account. Here, you can see the following:

You will see that all of this is nested under the "My account section" within "Settings." Let's look at what else you can find under Settings.

Next, you will find the details of the plans for each of your connected entities. You will be able to see:

You can toggle between different plans with the drop-down menu, and you can change the currency with the accompanying drop-down menu. To see a summary of your pricing, click on "View summary."

This is where you can manage your billing and ensure that you are on the plan that makes the most sense to your business. For more information on our new plans, please read our article here.

Under Preferences, you can reset your Two-Factor Authentication (2FA), toggle on support access, or lock your organization.

The Users tab is where you should go to add and manage your users. Here, you can choose between inviting new users one at a time or importing them in bulk via a spreadsheet. You will then get a clear overview of your organization's users, roles, entity access, and login method.

You can also add existing Syft users to your organization by clicking the "Add user to entity" button and then selecting the relevant entity.

The Roles tab empowers users with the Owner role to set up user permissions to help maintain data security and the principle of least privilege. Here, you can choose between various default roles or create your own custom role. The standard roles are as follows:

As always, if none of these roles meet your specific user's requirements, you can create a custom role by clicking on "Create a custom role." You will then need to name the role, give it a description, and choose the type of role—either Member or Guest.

Under the Oversight section, you can track users' activity and your connected entities. Let's examine each sub-section in turn.

Under Activity logs, you can see the activities of each of the users in your organization, except for guest users. This helps you to see how often your team members are logging into Syft, as well as what features they are using and when they are using them, helping create a clear audit trail of Syft usage.

In this sub-section, you can view all the entities in your organization alongside the users who can view them. This helps you to easily assess who has access to what, and if anything seems incorrect, you can amend it in the Roles section.

At Syft, we know that form can be just as important as function. It's all good and well to have a report with all the necessary data, but you also want it to look professional. That's why in our Appearance section, you can change the branding and style of your reports and add a profile picture to your account.

Under Logos, you can add an organization logo and a client logo to ensure your reports are branded appropriately.

In this sub-section, you can create styles for your reports, including a beautifully designed cover page, customized front and back pages, and headers and footers.

In this sub-section, you can choose an icon to set as your avatar on Syft. Or, if you'd prefer a colored block, you can select from several gradients.

Now that we've navigated through all the main sections of this dialogue box, there's one more choice for you to make - light mode or dark mode. Light mode is the default setting. However, if you're like me, you'll love dark mode. If you've never given it a try, now's your chance. Simply click "Dark mode" to experience the beauty of a navy Syft setup and give your eyes some glare protection.

Of course, we always hate to see you go, but we know you can't spend all your time on Syft, nor should you. When you decide it's enough work for the day and you're ready for some much-needed me-time, family time, shut-eye, frisbee, or whatever it may be, just click the logout button. But don't forget, you'll need your email, password, and mobile device with 2FA installed to log back in next time!

You don't want to spend ages trying to wade through the tabs of your software providers. That's why we've introduced this new and improved navigation system for our entity settings menu. I hope you found this article helpful and that you will enjoy this new-found insight into all your connected entities, billing, users, and more.