Your profile & settings

Open Settings from your avatar at the bottom of the sidebar.

Account settings

  • Profile: your photo, name, sign-in email, and your Co-worker sidekick
  • Branding: your business name and logo, used on Client Portals, proposals and invoices
  • Localisation, Team and Notifications

Feature settings

Discovery, Proposals, Invoices and Calendar each have their own defaults here.

More

Support, Tutorials, an MCP Server for connecting MonoDesk to AI tools like Claude and ChatGPT, and Integrations, where you can connect Zapier.

For what this looks like across MonoDesk, see Teams.

Last updated September 8, 2026

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