Settings overview
Settings control your personal EtherAssist experience. Administration pages control tenant-wide settings and are available only to administrators.
Before you begin
- Sign in to EtherAssist.
- Confirm the email address shown for your account when you manage preferences.
- Use Administration, not Settings, when a change should affect other users.
Open Settings
- Sign in to EtherAssist.
- Open Settings from the sidebar.
- Select the section you want to update.
Expected result: the Settings page opens with account and preference sections for the signed-in user.
Settings sections
| Section | Use it for |
|---|---|
| Account | Review your profile details and active account information. |
| Security & Privacy | Manage privacy preferences, connected sign-in applications, and security-related account options. |
| Appearance | Set theme, chat font size, and reading preferences. |
| Language & Region | Choose language and date format preferences. |
| Personal Context | Configure profile context and persona behaviour used in prompts. |
| Personas | Manage reusable assistant personas where available. |
| Topics & Templates | Control visible topics, approved topic sources, Microsoft Learn images, and compliance template options. |
| Memory | Enable, review, edit, and delete saved memory items. |
| Notes | Manage private notes from the sidebar. |
Settings and administration
| Use Settings for | Use Administration for |
|---|---|
| Personal theme and display preferences | Inviting and managing users |
| Your language and region preferences | Tenant-wide quotas and usage reporting |
| Personal context and personas | Audit logs and global policy settings |
| Your memory and notes | Data residency and subscription management |
| Topic visibility where user control is allowed | Organisation-wide topic/source restrictions |
Topic and source controls
The Topics & Templates section uses user-facing labels:
- General for broad, non-specialist assistance.
- Topics when EtherAssist should route to a specialist topic or use the topic you explicitly choose.
- Topic sources for approved specialist sources, such as Microsoft Learn or other configured provider documentation.
These options can be constrained by tenant policy.
Memory
Memory is optional and user-controlled. When enabled, EtherAssist can use saved preferences, stable facts, and project context to personalise future responses. Sensitive data and temporary one-off instructions should not be saved as memory.
See Memory.
Recommended setup sequence
- Review Account so you know which email is active.
- Set Appearance and Language & Region preferences.
- Configure Personal Context if you want EtherAssist to understand your role and common work.
- Create Personas for reusable writing or review styles.
- Configure Topics & Templates so specialist routing matches your work.
- Enable Memory only if you want EtherAssist to remember stable preferences.
Tip: Use Administration, not Settings, when the change should apply to other users.
Tips
- Update settings before starting long document or workflow tasks.
- Keep role and language preferences current so generated documents use the right context.
- Ask an administrator if a topic, model, or source option is not available.
Troubleshooting
| Issue | What to check |
|---|---|
| A setting is missing | Confirm your plan, tenant policy, and role allow the feature. |
| A preference does not apply | Refresh the page or start a new chat after saving. |
| You need to change settings for other users | Use Administration or ask a tenant administrator. |