---
title: Settings and profile questions
description: Short answers about Annise settings — what lives in your profile versus Family Office settings, two-factor authentication, notification channels, default currency, domicile state, permissions, and why parts of the Settings menu may be missing.
icon: gear
page_type: faq
last_updated: 2026-08-28
tags:
  - settings
  - profile
  - security
  - notifications
  - permissions
  - currency
---

> **For AI agents:** the complete documentation index is at [llms.txt](https://annise-external.jamdesk.app/llms.txt). Append `.md` to any page URL for its markdown version.

## What's the difference between my profile and Family Office settings?

Your **profile** is about you — your details, security, and how you're notified. It follows you across every Family Office you belong to. **Family Office settings** configure one Family Office and apply to everyone in it.

## What's in the Settings menu?

Alerts, Allocation Goals, Benchmarks, Default Notifications, Income Taxes, Permissions, and Subscription. Estate Taxes is listed but not available yet.

## Why can't I see everything in the Settings menu?

Your role decides. Members with admin rights see all of it; view-only members see only Alerts, Allocation Goals and Benchmarks; advisors don't see Permissions.

## How do I find out what I'm allowed to do?

Open the **Access** tab in your profile. It lists each of your memberships with the role you hold and whether you can view and edit.

## How do I turn on two-factor authentication?

In your profile, under **My Profile**, switch on **Use 2 Factor Authentication**. You'll be asked to confirm a code before it takes effect.

## How do I change my password?

In your profile, under **My Profile**. Enter your existing password, then the new one twice.

## Why can't Annise Support see my account?

The **Allow Annise Support to Access My Family Office and Profile** setting in your profile is off. Turn it on so the team can look at what you've reported.

## How do I stop getting a particular notification?

Open **Notifications Settings** in your profile and switch off the channel you don't want for that notification. Email, Push Notification and Text Message are set separately.

## What's the difference between Notifications Settings and Default Notifications?

**Notifications Settings** in your profile is your own preference. **Default Notifications** under Family Office settings sets the starting point for the Family Office as a whole.

## How do I change the currency everything is shown in?

**Default Currency** on the Family Office Details card sets the fallback for the whole Family Office. The currency selector in the top bar changes your current view only.

## What is Domicile State?

The state the Family Office is domiciled in, set on the Family Office Details card. It feeds the Family Office's tax estimates. It's separate from the **State** in your own profile.

## Where do I set tax rates?

Under **Settings** → **Income Taxes**, where rates are set by state. Your personal tax location — Country, State and Tax City — is in your profile instead.

## Where do I change my plan?

Under **Settings** → **Subscription**. For what each plan includes, see Plans & Pricing.

## How do I rename a Family Office?

On the Dashboard, open the menu on the **Family Office Details** card and choose **Edit**. You need admin rights on that Family Office.

## Can I delete a Family Office?

Yes, from the menu on the **Family Office Details** card, if you have admin rights. It can't be undone — everything belonging to it is removed.

## Where do I set my benchmarks?

Under **Settings** → **Benchmarks**. They're then used on the Chart and on Analytics.