General Settings for Platform

You can set up workspace preferences when you first log in, or change them later by using the User Management features.

1. Set up Preferences during Onboarding Process

2. Set up Preferences by Accessing User Management

Set up Preferences during Onboarding Process:

This process offers a range of customizable options to personalize your working environment.

After accessing the platform, you will be greeted with a warm welcome message. Click on "Great! What's next?" to start the onboarding process.

Figure 1: Welcome message

Step 1: Click on the dropdown menu and select your desired country and choose your preferred language. The platform will automatically update to display content in your selected language.

Figure 2: Select country & language

Step 2: Choose your preferred industry segments based on the Vietnam Standard Industrial Classification (VSIC) or the Industry Classification Benchmark (ICB). These preferences help customize your financial analysis and deliver relevant information to assist in your decision-making process.

Figure 3: Select Interested Industries

Step 3: Similarly, select your desired locations to focus on specific geographical regions or markets.

Figure 4: Select interested locations

After making any modifications to your language, industry, or location preferences, remember to save your changes as the updated preferences will be applied throughout the platform.

If you wish to proceed with the default settings or make changes at a later time, you can simply skip this step.

After completing the initial onboarding process, you can access the User Management feature and change these settings whenever you want.

Set up Preferences by Accessing User Management

Step 1: To access User Management, click on icon located at the top left corner of the header bar.

Figure 5: Access User Management

Step 2: Select "Preferences & Settings" from the dropdown menu.

Figure 6: Select Preferences & Settings

Step 3: Now you have access the Preferences & Settings screen.

Within the "Settings" section, you will find options to change your language, default currency for analysis, and font size.

Figure 7: Settings Section

Within the "Preferences" section, you will find options to change your interested industry and locations.

Figure 8: Preferences

• Use the search bar to find your desired industries/location

• To remove the selection one by one: click the icon.

• To remove all selections, select the trash binicon.

You can update your preferences as frequently as needed to align with your evolving focus and interests.

After making any modifications to your language, industry, or location preferences, remember to save your changes as the updated preferences will be applied throughout the platform.