---
title: "Settings & Configurations"
canonical: "https://ai-docs.certero.com/space/CXSM/108299797/Settings%20%26%20Configurations"
format: markdown
---
---

## Settings & Configuration

The **Settings & Configuration** area can be accessed by selecting the **cog icon** at the bottom left of the navigation pane. Platform configuration is divided into five sections:

![Screenshot 1a.png](media://cb5001ee-154d-4400-a7ce-c62ab897cad8)

### 1. Personal Settings

Manage your individual profile and preferences:

- Update user profile details.
- Select a display theme.
- Choose a preferred reporting currency.

![Screenshot 2a.png](media://b5af4a97-5891-427f-824d-8e06f7eacc0c)

### 2. Platform Settings

Download installation media to extend the platform:

- **Browser Extensions** – Enable SaaS discovery and user activity tracking.
- **Native Client** – Provides seamless Single Sign-On (SSO) for the browser extension by using the credentials of the currently logged-in Windows user.

![Screenshot 3a.png](media://f5ca9c48-fb55-4331-8569-ee5e69804ecd)

### 3. Identity Provider Settings

Configure identity providers such as **Microsoft Entra ID** or **Okta** for authentication and user synchronization.

![Screenshot 4a.png](media://1fb45156-0d1c-4fbb-838e-51a7eab257bd)


### 4. Users Settings

Control platform access and permissions by assigning roles:

- **No Role** – No access rights assigned.
- **User** – Standard user access.
- **Content Manager** – Manage and curate content.
- **Report Viewer** – View dashboards and reports.
- **Auditor** – Read-only access for compliance and oversight.
- **SaaS App Admin** – Administer SaaS application connectors and data.
- **SMP Admin** – Full administrative access to the platform.

![Screenshot 5a.png](media://dad84b08-6f22-46c7-b362-d67045031b4a)


### 5. Invite User Settings

Add new users to the platform by sending invitations and assigning appropriate roles at the point of invite.

![Screenshot 6a.png](media://9a8129a7-fbdd-4c58-aa1a-2ff08a308533)