Settings - User Guide

This guide explains all personal and organizational settings in SGI. On the left sidebar menu, click "Configuracoes" (Settings).

The screen has 6 tabs (desktop) or cards (mobile). The Integrations tab only appears for super administrators.

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1. Profile

Allows you to edit your personal information.

Profile Picture

• Avatar - Displays your name initials until you upload a photo
• Upload Photo - Click to upload (PNG, JPG, or JPEG, maximum 5MB)

Personal Information

Field	Editable?	Description
Name	Yes	Click "Editar" (Edit) next to the field
Email	No	Email is immutable after registration (security)
Role	No	Read-only (only super admin can change roles)

Email cannot be changed

For security, the user's email is immutable after the invitation is accepted. If you need to change the email, the super admin needs to deactivate the user and send a new invitation.

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2. Security

Allows you to change your password.

How to change your password

1. Click "Alterar Senha" (Change Password)
2. Fill in the 3 fields:
3. Current password
4. New password (minimum 6 characters)
5. Confirm new password
6. Click "Alterar Senha" (Change Password)

Password requirements

• Minimum: 6 characters
• No complexity required (uppercase, number, symbol are not required)
• Reuse: there is no block on using an old password
• It is strongly recommended to use a strong password even if the system does not require it

Show/hide password

Use the eye icon next to the fields to show/hide the password while typing.

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3. Notifications

Configure how you receive system alerts.

Browser Permission

Click "Ativar" (Enable) to receive browser push notifications (even with the SGI tab in the background).

Push depends on the browser

Push notifications require browser permission. If you deny, push does not work until you manually reactivate it in the browser settings (lock icon next to the URL).

Available channels

Channel	What it is	Status
App (In-App)	Bell in the upper right corner	Active
Email	Sent to your registered email	Active
Push	Browser pop-up	Active (requires permission)
WhatsApp	WhatsApp message	In development

Notification categories and types

Category	Types
Projects	Assignment, unassignment, status change
Budget	Limit alert, budget exceeded
Scheduling	Created, updated, cancelled, reminder
Inventory	Low stock alert
Scope	Scope ready for review

For each type, you can enable/disable each channel individually.

"Restore defaults" button

Resets all preferences to the original default.

Emergency ignores preferences

Emergency notifications are always sent on all available channels, regardless of your settings. There is no way to disable emergency alerts.

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4. Appearance

• Dark Mode - Toggle to turn on/off (default: on)

Global shortcut

You can also switch theme by clicking the sun/moon icon in the header (upper right corner), accessible from any page.

The theme is saved per user (each person has their own preference).

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5. Language and Region

Language

Click one of the buttons to switch immediately:

• Portugues (Brasil) - Interface in Portuguese
• English (US) - Interface in English

Language is per-user

Each person chooses their own language. Defined on first access via invitation, can be changed here at any time.

Timezone

Current default: America/New_York. This field is read-only because it is an per-organization setting.

Timezone per-organization

The timezone is set for the entire organization (not per user). Only super administrators can change it in organization settings.

If your company operates in another timezone (e.g., America/Sao_Paulo), ask the super admin to change it.

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6. Integrations (Super Admin only)

Connects the Google account to the organization to enable optional features.

Only Super Admin can connect

The integration is performed by the super administrator on behalf of the organization. Once connected, all employees have their visits synchronized (if they have a calendar created).

What the integration enables

Feature	What it does
Google Calendar	Syncs SGI schedules with Google Calendar. Creates individual calendars per employee (e.g., "SGI - Joao Silva"). Supports two-way sync.
Google Drive	Automatic project backup to the organization's Drive. Creates a folder per project.

Integration status

Status	Meaning
"Nao conectado" (Not connected)	Google account not linked
"Conectado" (Connected)	Google account active and syncing

Connect

1. Click "Conectar Google" (Connect Google)
2. Choose the organization's Google account
3. Authorize the requested permissions
4. Status changes to "Conectado" (Connected)

Disconnect

1. Click "Desconectar" (Disconnect)
2. Confirm in the window
3. Synchronization stops immediately (already synced data is retained)

Integration is optional

SGI works perfectly without Google. The integration is only for additional convenience (external calendar + backup).

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Important Rules

Field limits

Field	Min	Max	Note
Name (display name)	3	-	-
Password	6	-	No complexity required
Profile picture	-	5 MB	PNG, JPG, JPEG

Required permissions

Operation	Super Admin	Admin	Employee
Edit own profile	Yes	Yes	Yes
Change own password	Yes	Yes	Yes
Configure own notifications	Yes	Yes	Yes
See Integrations tab	Yes	No	No
Connect/disconnect Google	Yes	No	No
Change organization timezone	Yes	No	No

System defaults

Setting	Value
Theme	Dark (dark mode)
Initial language	Defined in invitation
Timezone	America/New_York
Auto-save	Yes (toggles save immediately)

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Quick summary

You want to...	Go to...
Change profile picture	Profile > Upload Photo
Change name	Profile > "Editar" (Edit)
Change password	Security > "Alterar Senha" (Change Password)
Configure notifications	Notifications
Switch light/dark theme	Appearance OR sun/moon icon in the header
Switch language	Language
Connect Google Drive/Calendar	Integrations (super admin)