> ## Documentation Index
> Fetch the complete documentation index at: https://nectarclimate.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Personal settings
> Manage your profile, display preferences, notifications, and company membership.
Need help in this area? See [Settings FAQ](/docs/platform/settings/faq).
Navigate to **Settings** > **Personal** to manage your personal settings. These changes do not affect
other users. Personal settings has two pages: **General** and **Notifications**.
## General
The **General** page combines your profile (including phone number), password, display preferences, and company membership in one place.
### Profile
| Field | Description |
| ---------------- | ----------------------------------------------------------------------------- |
| **Name** | Your display name shown in navigation and activity history |
| **Phone number** | Optional contact number — include the country code for numbers outside the US |
| **Email** | Your login email (read-only — managed by your identity provider) |
If your name is currently set to your email address, update it to personalize your experience.
### Password
Click **Send password reset email** to receive a reset link at your registered email address. If your account uses single sign-on (SSO), password resets are not available — contact your IT administrator.
### Display preferences
Control how values appear across the platform.
| Preference | Description |
| --------------------- | ------------------------------------------------------------------------ |
| **Currency** | Default currency used when values are shown in money fields |
| **Date format** | Date display format used throughout tables and detail views |
| **Number formatting** | Use decimal-point style (`1,000.00`) instead of comma style (`1.000,00`) |
### Companies
The **Companies** card lists every company you have access to, along with your role (**Admin** or **Member**). When you belong to an organization, its name appears in the card description.
Click **Open company settings** on any company row to switch to that company and open its settings.
Company membership is read-only here. To change your company assignments or role, ask an organization admin.
## Notifications
Open [**Settings > Personal > Notifications**](https://dash.nectarclimate.com/settings/personal/notifications) to choose how you are notified, which [sites](/docs/platform/glossary#site) those alerts cover, and whether you receive an email digest.
You can also open your notification inbox from the bell icon in the sidebar.
### Notification preferences
Control how you receive notifications for each category. For every notification type you can enable or disable:
* **In-app** — see a notification in your inbox (accessible via the bell icon in the sidebar)
* **Email** — receive an email when the event occurs (available on native Nectar workspaces only; white-label workspaces show in-app toggles)
Notifications are grouped into categories:
| Category | What triggers it |
| ------------------------ | ------------------------------------------------------------ |
| **Connection connected** | A utility connection is successfully configured |
| **Connection error** | A connection needs new credentials or attention |
| **Exports** | A data export completes or fails |
| **Anomaly detection** | A scheduled or requested anomaly check finds items to review |
### Notification scope
Choose which [sites](/docs/platform/glossary#site) you want alerts and digest emails for. You can pick [site tags](/docs/platform/glossary#site-tag), individual sites, or both, for the company you are viewing.
* Leave both fields empty to get alerts for every site you can access.
* If you pick tags and sites, Nectar combines them, then keeps only sites you can access.
* Alerts for work you started yourself (exports, imports, invitations) always reach you, even for sites you did not select.
* Most other alerts — connection errors, anomalies, digest topics, and data-gap alerts to [connection](/docs/platform/glossary#connection) [data owners](/docs/platform/glossary#data-owner) — only reach you for the sites you selected, by email and in your inbox.
* If a teammate includes your email on a data-gap alert, you still get the email even if that site is not in the list above. You get an in-app notification only when the site is in that list.
### Email digest
The email digest is available on native Nectar workspaces only. Subscribe to a sparse email that lists only topics that meet your thresholds for the current company. If nothing qualifies, Nectar does not send the email.
Configure:
* **Subscribe** — turn the digest on or off for the current company
* **Frequency** — weekly or daily
* **Send time** — when the digest should send (and weekday when frequency is weekly)
| Topic | What it covers |
| ---------------- | --------------------------------------------------------------------------------------------------------------------- |
| **Connections** | Connections that need credential attention |
| **Issues** | New unresolved data quality issues |
| **Anomalies** | Open anomalies above your minimum impact (USD) threshold — shown when anomaly detection is enabled for the company |
| **Savings** | Open savings opportunities above your minimum estimated savings (USD) floor — shown when savings detection is enabled |
| **Completeness** | Accounts with enough missing bill periods |
The digest uses the same site selection as your other alerts. Immediate emails still send when they occur; the digest does not replace them.
## Tips
* Use **Save changes** to apply updates.
* Use **Reset** to discard unsaved edits on the current form.
* If you change your display preferences, refresh active pages to confirm formatting updates.