Settings
Settings is your personal page, and it looks the same whatever your role. Settings that apply to the whole institution — its profile, document header, notifications, custom fields and data imports — are Admin-only and live under Admin instead (see Admin Configuration).
Go to Settings and click a topic to open it in a panel.
Account Information
This is your own personal profile, not institution-wide settings — anyone can edit their own copy. You can update your First Name, Last Name, Phone Number, Date of Birth, and National ID (your email and role are fixed). The rest is read-only reference information: your account's system details, and a summary of your institution's current subscription tier, status, days remaining, and enabled features.
Customer Portal Link
Shows a shareable link and QR code for your customer portal. Customers who open it can apply for loans, view their loan statements and upload their documents. You can also send the link to a borrower straight from their profile.
Signing out
Use the Sign Out button at the bottom of the Settings page, or the Sign Out option in the side menu or your account menu in the top bar.
Looking for an institution-wide setting?
If you're an Admin and expected to find one of these here, they now live under Admin:
| Setting | Where to find it now |
|---|---|
| Institution Settings (name, country, currency) | Admin → Institution Profile |
| Document Header | Admin → Document Header |
| LoanTabs AI | Admin → LoanTabs AI |
| Email Notifications | Admin → Email Notifications |
| SMS Notifications | Admin → SMS Notifications |
| Custom Fields | Admin → Custom Fields |
| Import from Old LoanTabs | Admin → Import from Old LoanTabs |
Other roles don't see these — they're Admin-only.