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, Integrations, and an MCP Server for connecting MonoDesk to AI tools.

Last updated September 8, 2026

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