Preferences is where you look after your own account: how Management Toolbox looks, which notifications you see, your name and email address, your password, passkeys and the settings that apply to you.
Open Preferences
- Select your initials at the top right and choose Preferences, or
- select Preferences in the navigation on the left (above Support).
The page lists what you can change. Select a row to open it. You only see the rows that apply to you.
| Row | What it does |
|---|---|
| Appearance | Choose System (follows your device), Light or Dark. It changes at once and is saved to your account, so it follows you to other devices. You can also use Appearance in the account menu. |
| Notifications | Choose which kinds of notification you see. See See and Manage Your Notifications. |
| Name and email | Change your name, or request a new email address. See below and Change Your Email Address. |
| Password | Change the password you sign in with. See below. |
| Passkeys | Sign in with your fingerprint, face or device PIN. Offered when passkeys are switched on for you. |
| Defaults | How pages start for you, such as refresh and filters. See below. |
Name and email
- Change your First name or Last name and select Save name. The name appears in messages we send you and when you contact support, and your initials in the header update at once.
- Your Email address is shown but cannot be typed over. To change it, select Change email. See Change Your Email Address.
Password
Select Password (or Change password in the account menu). Type your Old password, then the New password twice. The eye button in each box shows what you typed. Select Save. If a box needs fixing, the message appears under it. If you forget your password, use Forgot password? on the sign-in page and we email you a link (see Reset Your Password). There is no security question.
Defaults
These are saved as soon as you change them. You only see the settings that apply to you, so this box may be short or empty. Some of them can also be set where you use them: a Save as my default button next to the control keeps your current choice for next time. Both places change the same setting.
- Edit users: show (User management) - which users the Edit Users page lists when you open it: All, Inactive (users who are not activated yet) or Locked. You can still change it on the page; see Edit a User, Change Access or Deactivate. Shown to administrators who can manage users.
- Dashboard refresh - how often the Operations Overview dashboard on the home page checks for new data. Automatic refreshes only when something has changed. Shown to franchisees and managers. See Operations Overview: Your Home Dashboard.
- Always use my saved payment method - for Clear Billing Solutions fleet managers who have a saved payment method. When it is on, Pay on the CBS Invoices page pays with the saved method straight away; when it is off, the Review & pay window opens first. Replacing the saved method turns it off.
If something goes wrong
- A row you expect is missing. Passkeys and some defaults only show when they apply to you. Contact support if you think one should be there.
- A change did not stick. Look for a message under the box. Defaults save when you change them; names need Save name.
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