Preferences

Overview

OCTO preferences allow users to customize their platform experience and configure organizational settings that affect how data is displayed and processed across the platform. Preferences are organized into categories:

User Settings: Personal customization options such as account details, connected accounts, and interface themes.
Organization Settings: Company-wide configurations including fiscal year and currency settings.
App Settings: Application behavior preferences like language, region, and color theme.
Notification Settings: Alert and channel management for receiving notifications
Single Sign-On: SAML SSO configuration for user authentication

Note: Some preference categories are documented separately: - Notification Settings: Alerts Management and Channel Management - Single Sign-On: SAML SSO

Accessing Preferences

Step 1: Navigate to Preferences

In the dashboard, click the gear icon beside your profile to access the preferences menu.

Gear Icon

User Settings

My Account

The My Account section displays your personal profile information and connected accounts.

Available Options: - Name: View and edit your account name - Connected Accounts: Linked accounts you used in OCTO - Avatar Customization: Personalize your profile picture - Color Theme: Choose your preferred color scheme for the interface

Account

Billing and Plans

Admin Only: The Billing and Plans section is visible only to users with admin privileges.

This section provides comprehensive information about your OCTO subscription and billing details.

Pricing Model: OCTO currently supports custom pricing only. For any contract changes or pricing inquiries, contact sales@alphaus.cloud.

Trial Expiration Access: When your trial expires, OCTO operates in "expired mode" with the following limitations:

Available Features (Read-Only Access): - Continue using existing cost groups, reports, and alerts - View previously configured CSP accounts - Access historical data and configurations

Restricted Features: - Creating new cost groups - Generating new reports - Adding new CSP accounts - Setting up new alerts - Adding new organization members - Optimization recommendations - Third-party application integrations - Allocation features

Plan Information Display: - Current Plan Status: Shows active or expired status - Expiration Date: Displays when the plan expires - OCTO Credits: Shows remaining credit balance

Bill and Plan

Organization Settings

Fiscal Year Configuration

This section allows you to configure your organization's fiscal year settings, which apply globally across the entire organization.

Current Settings Display: The system shows your current fiscal year start date and quarterly breakdown:

Quarterly Structure: - Quarter 1: January 1 - March 31 - Quarter 2: April 1 - June 30 - Quarter 3: July 1 - September 30 - Quarter 4: October 1 - December 31

Configuration Options: - Starting Month: Select the month when your fiscal year begins - Global Application: Note that fiscal year settings affect all reports and financial calculations organization-wide

Fiscal

Currency Settings

Only Admin accounts can view and modify Currency Settings.

Currency settings control how monetary values are displayed and calculated in OCTO reports.

Fixed Report Currency Switching: Currency changes only apply to Fixed Reports
Exchange Rate Updates: Configure when OCTO retrieves updated exchange rates
Monthly Rate Refresh: The system automatically updates exchange rates on a specified day each month

Currency Settings

App Settings

Application Color Theme

Customize the visual appearance of the OCTO interface to match your preferences.

Available Themes: - System: Automatically matches your device's system theme settings - Dark Mode: Dark interface optimized for low-light environments - Light Mode: Traditional light interface theme

Theme

Language and Region

Configure localization settings to ensure OCTO displays information according to your geographic and linguistic preferences.

Language Configuration: - Language Selection: Choose your preferred display language

Regional Settings: - Timezone: Choose your local timezone otherwise you can also set it automatically.

Language and Region

Note: All dates, times, and time-sensitive information displayed in OCTO will be shown according to your configured timezone, ensuring accurate local time representation across all platform features.