User settings

Customise how Paradino works for you and your practice — your adviser and licensee details, email tone and document formatting, notifications, and early access to new features. Organisation owners get two extra tabs for organisation-wide settings and moving clients between advisers.

User settings is organised into tabs. Most changes are committed when you click Save changes in the footer — any tab with unsaved edits shows a small dot next to its name, and the footer tells you how many tabs have unsaved changes. Two actions save immediately and have their own buttons: uploading or removing a style guide (on Emails & Formatting), and moving clients (on Move Clients).

Getting there

Click your User Profile icon in the top right navigation bar and choose User settings.

Identity

Add your adviser and licensee details in plain English. Paradino's AI agent, Athena, uses these to populate your advice documents, including Advice Requests and Records of Advice.

• Adviser disclosure text — include your name, ARN, CAR, contact details, and any qualifications you want cited. This is used in all generated documents.
• Licensee disclosure text — your licensee or group details. Include your fee and service agreement text so Athena can customise your advice disclosures.

Plain English is fine — Paradino formats these for each output. Each field holds up to 2,000 characters, and both are optional.

Emails & Formatting

This tab controls the tone of your generated emails and the formatting of your generated documents.

Email tone and writing style

Add plain-English instructions for your personal or practice tone and writing style — for example, "Your tone should be professional, and your writing style should be concise and to the point. Use Australian English spelling." Paradino applies these instructions when it drafts custom emails. The field holds up to 500 characters.

Auto-generate style guide

Upload an example Word document (.docx) and Paradino will automatically generate a style guide from it, so your meeting summaries and advice documents match your branding. Paradino captures your fonts, headings, table styles, and page margins, along with everything in your headers and footers (including logos, dates, and page numbers). It reads only the formatting, not the words you've written — body content is discarded after processing — so you can safely use a document you already have as your example.

Choose a .docx file (up to 5 MB) and click Upload. Paradino shows what it applied (and anything it skipped), and you can download, replace, or remove your style guide at any time. Removing a style guide is confirmed first — until you upload a new example, your documents fall back to Paradino's default styling.

Prefer to build one yourself? You can also create a style guide from scratch.

Notifications

Choose which generated content you're notified about, and where those notifications are sent. Notifications fire when a piece of generated content becomes ready.

Events — turn individual notifications on or off:

• Meeting summaries — when a meeting summary is generated.
• Recording processing — when browser recording audio finishes processing.
• SOA/ROA — when an advice document is drafted or regenerated.
• Advice presentations — when a client-facing slide deck is ready.
• Knowledge base — when a document finishes syncing to your knowledge base.
• Completed forms — when a form is completed.

Channels — where enabled notifications are delivered:

• In-app — the bell icon in the top navigation, plus browser push where supported.
• Email — sent to your registered email address.

Scope — limit notifications to a subset of generated content in your organisation:

• My adviser content — content generated for clients and documents you own.
• Supported advisers — content for advisers you're explicitly assigned to support.
• Entire organisation — matching generated content across the active organisation.
• Selected advisers — only content generated for the advisers you choose.

The scopes available to you depend on your role and your organisation's sharing settings, so you may not see every option. If a scope you previously chose is no longer available, Paradino lets you know and asks you to pick another.

Advisers — when your scope is Selected advisers, choose which advisers' generated content to watch from the list.

Early access

Turn on Early access to get new features and improvements before their general release. When you're enrolled, the toggle shows an Enrolled badge.

Organisation (Admin only)

This tab gathers your organisation-wide settings in one place:

• Licensee/network code — connect this workspace to shared templates, reference documents, and compliance context.
• Share clients and documents — let all members of your organisation view each other's clients and documents.
• Auto-sync documents — automatically sync generated documents to your linked CRM or cloud storage after saving.
• Recording retention — default audio and transcript retention applied to new recordings.
• File name formats — custom naming for meeting summary and strategy downloads and syncs, using dynamic variables.

Each of these is explained in detail, along with roles, troubleshooting, and best practices, on the Organisations page.

Move Clients (Admin only)

Use this tab to reassign clients from one adviser to another within your organisation — for example, when an adviser leaves or a client is handed over. Each client's workspace records move with them.

1. Find the clients. Search by client name or email, and optionally filter by the adviser who currently owns them.
2. Select clients. Tick one or more clients. Use the header checkbox to select everyone in view, and hold Shift while clicking to select a range.
3. Click Move. A dialog opens; choose the target adviser. Only advisers who can own clients are listed, and an adviser who already owns one of your selected clients is marked Current.
4. Confirm and watch progress. Paradino moves the clients one by one and shows a running progress indicator, then a summary of how many were moved, skipped (already owned by the target adviser), and failed.

Moves apply immediately — there's no Save changes button on this tab. Note that Support-role users cannot own clients; if a client is owned by a Support user, Paradino flags it and prompts you to move the client to an adviser.