app_shell Sidebar "Settings" highlighted.

Page layout: long scrollable page with anchor navigation at top. Sections in order · Workspace · Team members · Notifications · Security · Account preferences · Danger zone.

Note for designer: on smaller screens · or if sections grow · consider splitting into tabs or sub-nav.
bell3
JK

Settings

Workspace, team, notifications, and security preferences
Workspace Team members Notifications Security Account preferences Danger zone

Workspace

Basic information about this workspace · visible to all members.

Workspace name
Displayed in the sidebar and on workspace switcher.
Save
Workspace timezone
Used for deadlines, timestamps, and notification scheduling.
Save
Workspace ID
Reference for support requests · read-only.
ws_acme_corp_pte_ltd_2026
Copy

Team members

People with access to this workspace · 4 members · 1 pending invitation. Roles: Owner manages workspace and invites · Member works with cases and documents · Contributor is invited per case to upload documents only.

Person · email
Role
Actions
JK
[ Owner full name ] (you)
owner@email.com
Joined 14 Jan 2026 · last active now
Owner
—
MS
[ Member full name ]
member@email.com
Joined 02 Feb 2026 · last active 2h ago
Member
Remove
RT
[ Member full name ]
member2@email.com
Joined 18 Mar 2026 · last active yesterday
Member
Remove
PC
[ Contributor full name ]
contributor@email.com
Joined 18 Apr 2026 · invited per CASE-A52
Contributor
Remove
??
[ Pending email ]
pending@email.com
Invited 25 Apr 2026 · invitation pending
Pending
Resend · Cancel
Send invitation

Notifications

Email notifications for events on cases, requests, and the workspace. In-app notifications (bell icon) are always on for the current user.

Event
Email
Frequency
Provider creates a new request
A provider opens a new clarification or document request on one of your cases.
Provider responds to your bundle
A provider reviews a sent response bundle and closes the request or asks for more.
Case approved or rejected
A provider makes a final decision on one of your cases.
Deadline approaching
Reminder when a provider request deadline is 48 hours, 24 hours, or 1 hour away.
Document accepted, rejected, or expiring
When a provider acts on a document or a document approaches its acceptance window.
Team member activity
When another workspace member joins, leaves, or makes changes to a case.
Weekly summary
Overview of workspace activity sent every Monday morning.
Always weekly

Security

Password, two-factor authentication, and active sessions.

Password
Last changed 14 Jan 2026 · 105 days ago.
Change password
Two-factor authentication (2FA)
Adds a second step at sign-in using an authenticator app · currently not enabled.
Enable 2FA
Active sessions
Devices currently signed in to your account. Terminate any session you don't recognise.
Device · browser
Location
Last activity
MacBook Pro · Chrome 134 This session
Singapore
Now
—
iPhone 16 · Safari
Singapore
2h ago
Terminate
Windows · Edge 132
Hong Kong
3 days ago
Terminate
Terminate all other sessions

Account preferences

Personal preferences for your account · these settings apply only to you, not the whole workspace.

Interface language
Language for the EVOLISE interface · does not affect data or documents.
Save
Date format
How dates are displayed across the interface.
Save
Email address
Used for sign-in and notifications.
owner@email.com
Change email

Danger zone

Actions in this section are permanent and cannot be undone. Workspace deletion removes all cases, documents, profile data, and activity history. Provider relationships are dissolved.

Delete workspace Export all data first
EVOLISE coordinates workflow, documents, follow-ups, and process statuses. All KYC / AML / EDD, screening, decisioning, custody, and execution remain on the side of the licensed provider.
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