Configure account, company, work hours, tools, and subscription settings.
This guide explains how to configure Intelogos using the Settings area.
Who Can Access Settings?
Settings is available to:
- Admins
- Account Owners (Primary Admins)
Managers can access a limited set of tabs: Account Access, Profile, and Tools (if they have the "Manage Tools" permission).
Regular users do not have access to Settings.
Table of Contents
- Overview & Navigation
- Account Access
- Profile
- Company
- Work Hours
- Time Off
- Tools
- Chronicle
- Projects
- Rating
- MCP
- Subscription
- Troubleshooting
Overview & Navigation
- Location on page: Top of the Settings page, inside a full-width card.
- Navigate to Settings from the left sidebar or by visiting
https://new.intelogos.com/settings/.
- The Settings page defaults to the Account Access tab.
- Tabs are displayed horizontally at the top of the card. The available tabs depend on user role and permissions.
- Full tab order (Admin/Owner): Account access · Profile · Company · Work hours · Time off · Tools · Chronicle · Projects · Rating · MCP · Subscription.
- Manager tab order: Account access · Profile · Tools (if permitted).
- The browser title updates to reflect the active tab (e.g., "Intelogos - Settings - Company").
- Clicking a tab updates the URL to
/settings/tab-name for direct linking and bookmarking.
Account Access
Security and account credentials for the signed-in user.
- Location on page: Settings → Account access tab (
/settings/account-access).
Change Work Email
- Location on page: "Work email" section at the top of the Account Access tab. A text field displays the current email with a pencil icon on the right.
- Click the pencil (edit) icon next to your current work email.
- A dialog titled "Change Email Address" appears showing your current email (read-only) and a field for the new email.
- Enter the new email address and click Update Email.
- Your email updates on success; the dialog closes automatically.
Change Password
- Location on page: "Password" section, directly below the Work email section. A masked field shows
******** with a pencil icon.
- Click the pencil icon or anywhere on the Password row.
- A dialog titled "Change Password" appears.
- Enter your Current Password and New Password (minimum 8 characters).
- Click Update Password.
- If the current password is incorrect, an error appears under the Current Password field.
- On success, the dialog closes and the password is updated.
Two-Factor Authentication (2FA)
Toggle 2FA and choose your method.
Enable 2FA
- Toggle the 2FA switch to ON.
- When enabled, two verification method options appear:
- Text message (SMS)
- Authenticator app
SMS Method
- Location on page: When SMS is selected, a "Phone number" input appears below the method cards.
- Select Text message.
- Enter your phone number (with country code, e.g.,
+1234567890).
- Click Verify to receive an SMS code.
- A verification dialog appears — enter the 6-digit code from the SMS.
- Click Verify in the dialog.
- On success, the phone number shows a green "Verified" badge.
Authenticator App Method
- Location on page: When Authenticator app is selected, a setup button or verified status appears below the method cards.
- Select Authenticator app.
- If not yet set up, a warning banner "Authenticator setup required" is displayed.
- Click Set up authenticator app.
- A dialog appears with:
- Instructions for Google Authenticator (or similar app).
- A QR code to scan (or click Enter setup key to see a text code you can copy).
- Toggle between QR code and setup key views.
- Click Next to proceed to the verification step.
- Enter the 6-digit code from your authenticator app and click Verify.
- On success, the authenticator shows as "Authenticator added" with a green checkmark.
Remove Authenticator
- Location on page: When an authenticator is verified, a green "Authenticator added" row appears with a Remove link on the right.
- Click Remove next to "Authenticator added."
- A confirmation dialog appears: "Remove authenticator app? You can set it up again anytime."
- Click Confirm to remove the authenticator.
Profile
Personal profile information for the signed-in user.
- Location on page: Settings → Profile tab (
/settings/profile).
Profile Photo
- Location on page: Top of the Profile tab. A circular avatar (64×64 pixels) with a hover overlay for editing.
- Hover over the profile photo to reveal a pencil overlay.
- Click to open the Photo Upload dialog.
- Upload a new photo. The photo is saved automatically on success.
Personal Info (Name, Gender, Date of Birth)
- Location on page: Below the profile photo, in a form layout.
| Field | Location | Notes |
|---|
| First Name | Left column of the first row | Text input, auto-saves on blur or after 1 second of inactivity. |
| Last Name | Right column of the first row | Text input, auto-saves on blur or after 1 second of inactivity. |
| Gender | Left column of the second row | Dropdown with options: Male, Female, Prefer not to say. Saves immediately on change. |
| Date of Birth | Right column of the second row | Date picker. A minimum age requirement is enforced (configured in app settings). If the selected date violates the age requirement, a red error banner appears below the field. |
Personal Time Zone
-
Location on page: Below the Name/Gender/DOB fields, labeled "Personal time zone." A timezone dropdown selector.
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Select your personal time zone from the dropdown.
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The timezone auto-saves on change and on blur.
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If no timezone is set, the system defaults to your browser's local timezone and saves it automatically.
Work Experience
-
Location on page: Below the Personal time zone, inside a card with the header "Work Experience" and a + Add Experience button on the right.
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Click + Add Experience to open a dialog for adding a new work experience entry.
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Each experience entry shows: Job title, Company name, Date range, Location.
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Use the pencil icon to edit an existing entry and the trash icon to delete it.
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Deleting an entry shows a confirmation dialog.
Educational Background
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Location on page: Below the Work Experience card, inside a card with the header "Educational Background" and a + Add Education button on the right.
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Click + Add Education to open a dialog for adding education entries.
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Each entry shows: Field of study, Organization/University, Date range.
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Use the pencil icon to edit an entry and the trash icon to delete it.
-
Deleting an entry shows a confirmation dialog.
Company
Organization profile and security controls.
- Location on page: Settings → Company tab (
/settings/company).
Company Logo
- Location on page: Top of the Company tab. A square logo area (64×64 pixels) with a hover overlay.
- Hover over the logo to reveal a pencil overlay.
- Click to open the Company Logo Upload dialog.
- Upload a new logo. The logo is saved automatically and updates in the sidebar.
Company Info (Name, Industry, Website)
- Location on page: Below the company logo, in a vertical form layout.
| Field | Location | Notes |
|---|
| Company Name | First text input field | Saves on blur. |
| Industry | Search/select field below Company Name | Type to search from a list of industries, or enter a custom industry name. Saves automatically when a dropdown option is selected, or on blur for custom text. |
| Website | Text input below Industry | Saves on blur. |
Company HQ Time Zone
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Location on page: Below the Website field, labeled "Company HQ time zone." A timezone dropdown selector.
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Select the company headquarters time zone from the dropdown.
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Saves automatically on selection.
Enforce 2FA for Organization
- Location on page: Below the Company HQ time zone, inside a card with the header "Enforce 2-factor authentication verification" and a toggle switch on the right. A description below reads: "Add an extra layer of security to user accounts by asking users to verify their identity when they enter a username and password."
- Toggle the switch to ON to enforce 2FA for all users in the organization.
- Precondition: The Admin/Owner enabling enforcement must have their own personal 2FA enabled. If not, a dialog appears prompting you to set up 2FA in Account Access settings first.
- When disabling enforcement, a confirmation dialog appears asking you to confirm.
- Users who already have 2FA will keep their current settings when enforcement is turned off.
Work Hours
Configure company-wide and group-specific working hour policies.
- Location on page: Settings → Work hours tab (
/settings/work-hours).
Company Policy
- Location on page: Top section of the Work hours tab, with the heading "Company policy" and a description explaining the policy hierarchy.
| Field | Location | Notes |
|---|
| Week starts on | Left column, first row | Dropdown: Monday or Sunday. Saves immediately on change. |
| Workdays per week | Center column, first row | Click to open a popover with checkboxes for each day of the week (Monday–Sunday). Select/deselect days to set working days. Displays a summary like "All days" or specific day names. |
| Work hours per day | Right column, first row. Shows the current value in the label (e.g., "8 hours") | Dropdown with hour options (includes half-hour increments). Saves immediately on change. |
A summary line below the fields shows the current policy, for example: "7 days / 8h per day / 56h per week."
Custom Policies for Specific Users
- Location on page: Below the Company policy section, inside a card with the header "Custom policies for specific users" and a toggle switch on the right.
- Toggle the switch to ON to enable custom policies.
- A description appears: "This makes it possible to add custom work schedules for different users on your team."
- When enabled, a list of existing custom policies is shown. Each entry displays the policy type (Simple/Advanced) and the assigned users/departments.
- Click the pencil icon to edit a policy or the trash icon to delete it.
- Click + Add new group to create a new custom policy via a modal dialog.
- In the Add Policy modal, configure:
- Policy type (Simple or Advanced)
- Working days and hours
- Assign to specific users and/or departments
Allow Users to Manually Remove and Add Time
- Location on page: Below the Custom policies card, inside a card with the header "Allow users to manually remove and add time" and a toggle switch on the right.
Note: This setting is currently hidden in the UI but is supported by the backend.
- When enabled, users can remove time accidentally tracked during personal time and add time for offline meetings.
Time Off
Configure your organization's time off policies, including paid time off, holidays, and auto-approval rules.
- Location on page: Settings → Time off tab (
/settings/time-off).
Enable/Disable Time Off
-
Location on page: Top of the Time off tab, inside a card with the header "Time Off" and a toggle switch on the right.
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Toggle the switch to ON to enable the time off feature.
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When disabled, a message reads: "If you do not want to use the time off feature, you can turn it off. Adding users' time off to Intelogos helps ensure more accurate statistics."
Time Off Policies
- Location on page: Below the Time Off toggle, when the feature is enabled.
When Time Off is enabled, existing policies are listed. Each policy card shows:
- Policy name and type (e.g., "Custom Time Off" or "Team Holiday Policy")
- Number of days (for Custom Time Off) or Holiday days (specific dates listed for holiday policies)
- Assigned to — shows which users/departments the policy applies to (e.g., "Whole company")
- Pencil icon to edit and trash icon to delete each policy.
Click + Add time off policy at the bottom to create a new time off policy.
Tools
Categorize tools to power Engagement/Productivity metrics across the app.
- Location on page: Settings → Tools tab (
/settings/tools).
Tool Categories & Department Filters
- Location on page: Inside a card with the header "Setting primary, secondary, distracting tools" and an + Add presets button on the right. A description reads: "This feature lets you categorize the tools most important to your users' work. By labeling them as primary, secondary, or distracting, you can gain clearer insights into how users spend their time."
Tools are organized into four category boxes:
- Primary tools (green bar) — Most important tools for work.
- Secondary tools (yellow bar) — Supporting tools.
- Distracting tools (red bar) — Tools that are considered distracting.
- Neutral tools (blue bar) — Uncategorized / neutral tools.
Each category box has a + Add button to add tools to that category. Tools are displayed in a table with columns: Tool, Department, Category.
- Department filter: Located at the top-right of the tool management content area. A + Department dropdown allows filtering and applying tool categorization per department or for all users.
- A tool cannot be assigned to multiple categories for the same department (conflicts must be resolved before saving).
Action Buttons
- Location on page: Bottom of the Tools tab.
| Button | Location | Action |
|---|
| Clear all tools | Bottom-left, red button | Resets every tool to Neutral for all users. |
| Discard changes | Bottom-right | Discards unsaved changes. |
| Save changes | Bottom-right, blue button | Saves the current tool categorizations. |
Presets
Conflicts & Clear All
- A tool cannot be assigned multiple times for the same department. Resolve conflicts before saving.
- Clear all tools resets every tool to Neutral for all users.
Chronicle
Control Chronicle tracking and related options.
- Location on page: Settings → Chronicle tab (
/settings/chronicle).
Notifications by Keywords
- Location on page: Top of the Chronicle tab, inside a card with the header "Get notified about particular activity" and a toggle switch on the right.
- Toggle the switch to ON to enable keyword notifications.
- A description reads: "This feature allows you to get email notification if user visits a tool, window that has the selected keywords."
- When enabled, two controls appear:
- Keywords — An input field to add keywords. Type a keyword and hit Enter to add it. Added keywords appear as blue tags with an × to remove.
- Search for matches in — A dropdown with options:
- Tool and Window name
- Only in Tool name
- Only in Window name
- When the feature is disabled, the backend stores a single empty string to represent "off."
Require Approval for Newly Recognized Screens
- Location on page: Below the notifications card (only visible when Projects is enabled), inside a card with the header "Require approval for newly recognized screens" and a toggle switch on the right.
This section only appears when the Projects feature is enabled.
- Toggle to ON to require admin approval for newly detected window names before they are used for automatic project assignments.
- Description: "If this feature is enabled, you will need to approve newly detected window names for automatic project assignments."
Project Assignment Conflicts
- Location on page: Below the Require approval card (only visible when Projects is enabled), inside a card with the header "How to handle project assignments conflict."
This section only appears when the Projects feature is enabled.
- Description: "Choose how Intelogos should handle situations where you manually assign one project, but the system automatically recognizes another."
- A dropdown with three options:
- Prefer automatic (AUTO)
- Prefer manual (MANUAL)
- Show both (BOTH)
Projects
Manage project-based filtering and time tracking.
- Location on page: Settings → Projects tab (
/settings/projects).
Enable/Disable Projects
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Location on page: Top of the Projects tab, inside a card with the header "Projects" and a toggle switch on the right.
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Toggle the switch to ON to enable projects mode.
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Description: "This setting allows users to filter data by project and track time for it."
Manage Projects
- Location on page: Below the Projects toggle (when enabled), a table listing all projects.
When projects mode is enabled:
- A table displays all existing projects with columns: Name and action icons.
- Each project row has a pencil icon to edit and a trash icon to delete.
- Click + Add project (dashed border button at the bottom of the table) to add a new project.
Add/Edit Project Drawer
The project drawer has two tabs:
Basic tab:
- Project name — Text input for the project name.
- Select group of users — Dropdown to assign users to the project. Selected users appear as blue tags.
Advanced tab:
- Automatically assign windows using keywords — Toggle to enable. When enabled:
- Keywords input — Type and press Enter to add keywords.
- Search for matches in — Dropdown: "Tool and Window name", "Only in Tool name", "Only in Window name".
- Assign projects to users who aren't part of the project — Checkbox.
- Previously assigned windows — List of windows previously assigned in Chronicle with checkboxes to keep/remove assignments.
Delete Project
- Clicking the trash icon opens a confirmation dialog: "The project will be deleted and you won't be able to filter based on it. Users won't be deleted from the system."
Import Projects via CSV
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Location on page: Below the projects table (when enabled), inside a card with the header "Import projects."
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Description: "Upload a file with all your projects and the email addresses of users linked to them to automatically import them into Intelogos."
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Download example button — Downloads a CSV template file.
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Upload file button — Opens a file picker to upload a CSV file.
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CSV format: semicolon-delimited with header project;email.
Rating
Configure how the Overall Rating is calculated for your organization.
- Location on page: Settings → Rating tab (
/settings/rating).
Rating Strategy Selection
- Location on page: Inside a card with the header "Overall rating," three radio card options are displayed horizontally.
Choose one of three strategies:
| Strategy | Description |
|---|
| Same settings for everyone | The changes you make will affect the Overall rating of everyone in your workspace. |
| Custom based on the department | The changes you make will affect the Overall rating of users only in the selected departments. |
| Custom based on the job title | The changes you make will affect the Overall rating of users only with the selected job titles. |
Changing the strategy when custom settings exist triggers a warning: "All your current custom rating settings will be lost and cannot be recovered."
KPI Importance Levels
- Location on page: Below the strategy selection (for "Same settings for everyone"), or inside the settings drawer (for department/job title strategies). Heading reads "Choose the level of importance for each KPI."
For each KPI, select an importance level using button groups:
| KPI | Levels |
|---|
| Availability | Ignore · Minor · Normal · Important |
| Activity | Ignore · Minor · Normal · Important |
| Engagement | Ignore · Minor · Normal · Important |
| Productivity | Ignore · Minor · Normal · Important |
- For the "Everyone" strategy, a Save button appears at the bottom-right (disabled when no changes are detected).
- For department/job title strategies, saving is done through the drawer.
Custom Settings for Department or Job Title
- Location on page: When "Custom based on the department" or "Custom based on the job title" is selected, a table of existing custom settings appears below the strategy cards with an + Add settings button.
- A table lists existing custom rating configurations with edit and delete icons.
- Click + Add settings for department or + Add settings for job title to open a drawer.
- In the drawer:
- Select a department (from dropdown) or job title (searchable input with infinite scroll).
- Set importance levels for each KPI.
- Click Save to apply.
- Editing an existing entry pre-fills the drawer with current values.
- Deleting shows a confirmation dialog.
MCP
Manage your MCP (Model Context Protocol) connection for integrating with AI platforms.
- Location on page: Settings → MCP tab (
/settings/mcp-connection).
MCP Connection Credentials
- Location on page: Top of the MCP tab, inside a card with the header "MCP Connection."
The MCP Connection card displays:
| Field | Description |
|---|
| MCP URL | The server URL for MCP connections (e.g., https://chat.sandbox.intelogos.com/mcp). Copy icon on the right. |
| Client ID | Your unique client identifier. Copy icon on the right. |
| Client Secret | Your secret key (partially masked). Copy icon on the right. |
Intelogos MCP Connection
- Location on page: Below the credentials card, a section titled "Intelogos MCP Connection" with setup instructions.
Description: "Connect external AI clients (such as Claude, ChatGPT, Cursor, or other MCP-compatible tools) to Intelogos using the credentials below."
What is Intelogos MCP?
Intelogos MCP allows AI platforms to:
- Access your Intelogos workspace securely
- Search and retrieve relevant data
- Answer questions using your system information
- Perform AI-powered workflows within your account
Setup instructions are provided with tabs for General, ChatGPT, and Claude configurations:
- Open your AI client's MCP Settings or Server Configuration.
- Click Add New MCP Server.
- Enter: Server URL, Client ID, Client Secret from above.
- Save the configuration.
- Restart the AI client if required.
Manage Credentials
- Location on page: Three action buttons below the Client Secret field.
| Button | Action |
|---|
| Regenerate | Creates a new Client Secret (previous one becomes invalid). |
| Deactivate | Temporarily disables AI access. |
| Delete | Permanently removes this MCP connection. Red destructive button. |
Subscription
Manage your subscription plan and billing preferences.
- Location on page: Settings → Subscription tab (
/settings/subscription). Only visible to users with billing permissions.
Plan Selection
- Location on page: Center of the Subscription tab, three plan cards displayed horizontally.
Three plans are available:
| Plan | Monthly Price | Description |
|---|
| Analytics | $10/user/month | Complete workforce analytics. Includes: Basic AI, KPIs, Dashboard & team overview, Daily activity tracking, Chronicle detailed activity, Advanced reports & snapshots, Tool categorization, Work hours policies, Projects tracking. |
| AI Intelligence (Recommended) | $15/user/month | AI-powered performance management. Everything in Analytics plus: Advanced AI, Ask AI assistant, AI Chat history, Start conversation from insights, AI Performance Summaries, AI Coaching Recommendations, Priority support. |
| Enterprise | Custom pricing | Security, scale, and dedicated support. Everything in AI Intelligence plus: MCP Integrations, SSO/SAML authentication, Audit logs, Custom data retention, API access, Dedicated account manager, Custom onboarding. Contact sales via Talk to sales button. |
- Click a plan card to select it. The selected plan shows a blue highlight and a filled radio button.
Billing Period
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Location on page: Above the plan cards, a toggle switch with two options: Annual and Monthly.
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Switch between Annual and Monthly billing.
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Annual billing shows per-month pricing (lower rate).
Total and Actions
- Location on page: Below the plan cards, a summary card shows "Total for X users" and the total price.
| Element | Location | Description |
|---|
| Total summary | Below plan cards | Shows total for N users and price per month/year. |
| Cancel | Bottom-right | Cancels the current changes. |
| Upgrade plan | Bottom-right, blue button | Opens a confirmation dialog with plan change details. During trial, shows "Save" instead. |
Update Billing
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Location on page: Top-right corner of the Subscription tab, a secondary button "Update billing" with an external link icon.
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Click Update billing to open the Stripe Customer Portal in a new tab, where you can manage payment methods, view invoices, etc.
Billing Notifications
- Location on page: Below the plan actions, inside a card with the header "Turn on billing notifications" and a toggle switch on the right.
- Toggle the switch to ON to enable billing email notifications.
- When enabled:
- A text field appears: "Enter email(s) where you want to get billing notifications." You can enter multiple emails separated by commas.
- Click Add to add the email(s).
- Billing Email Addresses section lists all added emails with a trash icon to delete each one.
Troubleshooting
I can't access Settings
- Only Admins and Account Owners can access Settings. Managers can see limited tabs (Account Access, Profile, and Tools if permitted).
I can't save Tools due to conflicts
- Resolve duplicates: the same tool can't be assigned more than once for the same department.
My CSV import fails
- Ensure header is exactly
project;email and use semicolons for delimiters.
- File must be a
.csv file.
2FA code not verifying
- Confirm the code is 6 digits; for SMS, re-send and try again; for Authenticator, ensure time is synced on your device.
I can't enforce 2FA for the organization
- You must enable your own personal 2FA in Account Access before you can enforce 2FA for the organization.
Rating strategy change warning
- Changing the rating strategy will remove all existing custom rating settings. This action cannot be undone.
MCP connection not working
- Verify that your Client ID and Client Secret are correct. If you regenerated the secret, previous credentials are invalid — update your AI client configuration.
Last Updated: March 2026
Version: 2.0