Account guidance
Account & Security
Personalizing ClickSabi
Tell ClickSabi what matters to you so guidance fits your situation.
1 min readLast updated
Where it lives
Settings, then Personalization.
What you can set
Your interests, the kinds of document you are dealing with and the priorities that matter most to you. Your onboarding progress is shown on the same page.
What it affects
Personalization shapes how ClickSabi frames guidance for you. It does not change your allowances or what a provider can see.
Related articles
- Account & SecurityProfile settingsUpdate your name, contact details and location.
- AlertsNotification settingsChoose what you are notified about and how.
- Getting StartedUnderstanding your Personal workspaceHow the Personal workspace is organised and where each task lives.
- Account & SecurityEmail, password and securityChange your sign-in details or reset a forgotten password.
Didn't find what you were looking for?
Get in touch with the ClickSabi team or send feedback about the Help Center.
Prefer email? support@mail.clicksabi.com