> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcollate.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Preferences

> Overview of the platform-wide settings under Settings > Preferences, including branding, email, security, search, lineage, and profiler defaults.

# Preferences

**Preferences** is the section of Settings where admins configure platform-wide behavior:

* How the interface looks
* How the platform sends email
* How search and lineage behave by default
* How the profiler computes metrics

Unlike Teams, Roles, or Services, none of these settings are scoped to a single team, connector, or asset. A change here takes effect for every user on the instance the next time they load the relevant page, so it's worth understanding what a setting does before changing it, not just where to find it.

## How to Access

Click the **Profile** icon and navigate to **Settings** > **Preferences**.

<img src="https://mintcdn.com/collatedocs/WV0oBDGC-df5gLwn/public/images/ai-2.0/admin-guide/preferences/access-preferences.png?fit=max&auto=format&n=WV0oBDGC-df5gLwn&q=85&s=7b360a32948c69b9fcf1d9d8298ad208" alt="Navigate to Settings > Preferences" data-og-width="3018" width="3018" data-og-height="1598" height="1598" data-path="public/images/ai-2.0/admin-guide/preferences/access-preferences.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/collatedocs/WV0oBDGC-df5gLwn/public/images/ai-2.0/admin-guide/preferences/access-preferences.png?w=280&fit=max&auto=format&n=WV0oBDGC-df5gLwn&q=85&s=b5aa71d753847f920bb0698e234c42ae 280w, https://mintcdn.com/collatedocs/WV0oBDGC-df5gLwn/public/images/ai-2.0/admin-guide/preferences/access-preferences.png?w=560&fit=max&auto=format&n=WV0oBDGC-df5gLwn&q=85&s=e51bb2b871a42331ba6358e209546e77 560w, https://mintcdn.com/collatedocs/WV0oBDGC-df5gLwn/public/images/ai-2.0/admin-guide/preferences/access-preferences.png?w=840&fit=max&auto=format&n=WV0oBDGC-df5gLwn&q=85&s=5617132c0e1baa7d3d26908c6689422e 840w, https://mintcdn.com/collatedocs/WV0oBDGC-df5gLwn/public/images/ai-2.0/admin-guide/preferences/access-preferences.png?w=1100&fit=max&auto=format&n=WV0oBDGC-df5gLwn&q=85&s=1553902bdce847286505aabd1da6d8d1 1100w, https://mintcdn.com/collatedocs/WV0oBDGC-df5gLwn/public/images/ai-2.0/admin-guide/preferences/access-preferences.png?w=1650&fit=max&auto=format&n=WV0oBDGC-df5gLwn&q=85&s=d04b225079b68a05c69e3b1acef47025 1650w, https://mintcdn.com/collatedocs/WV0oBDGC-df5gLwn/public/images/ai-2.0/admin-guide/preferences/access-preferences.png?w=2500&fit=max&auto=format&n=WV0oBDGC-df5gLwn&q=85&s=4ad2a68f8bf64968809ac9a1fc2f219a 2500w" />

Every item under Preferences requires **Admin** access. Non-admin users don't see the Preferences menu at all, so if a teammate reports they can't find these settings, that's expected unless they've been made an admin.

## What's in Preferences

The table below lists every setting under Preferences, in the order it appears in the product: what each one does, what you accomplish by configuring it, and a link to the full guide.

| Setting                    | What It Does                                                                            | What You Accomplish                                                                                | Guide                                                                              |
| :------------------------- | :-------------------------------------------------------------------------------------- | :------------------------------------------------------------------------------------------------- | :--------------------------------------------------------------------------------- |
| **Theme**                  | Sets a custom logo, monogram, favicon, and brand color palette                          | Makes Collate feel like an internal tool built for your organization, not an off-the-shelf product | [Theme and Branding](/ai-2-0/admin-guide/preferences/theme-and-branding)           |
| **Email**                  | Configures the SMTP server used to send notification, invite, and alert emails          | Ensures invited teammates and automated alerts actually reach an inbox                             | [Email](/ai-2-0/admin-guide/preferences/email)                                     |
| **Collate URL**            | Sets the base URL used to build links inside outgoing emails                            | Keeps every link in a notification email pointing at the right instance                            | [Email](/ai-2-0/admin-guide/preferences/email#collate-url)                         |
| **Login Configuration**    | Sets the failed-login lockout threshold and JWT session expiry                          | Balances brute-force protection against how often users are asked to sign back in                  | [Login Configuration](/ai-2-0/admin-guide/preferences/login-configuration)         |
| **Health Check**           | Reports live status of the database, search index, migrations, and related dependencies | Gives you one place to check before troubleshooting an issue anywhere else                         | [Health Check](/ai-2-0/admin-guide/preferences/health-check)                       |
| **Profiler Configuration** | Sets which profiler metrics run by default, per data type                               | Gives every new profiler workflow a consistent, already-tuned starting point                       | [Profiler Configuration](/ai-2-0/admin-guide/preferences/profiler-configuration)   |
| **Search**                 | Sets search relevance, ranking, and per-asset-type field weighting                      | Controls what surfaces first when anyone searches, platform-wide                                   | [Search Configuration Settings](/ai-2-0/admin-guide/search-configuration-settings) |
| **Lineage**                | Sets the default upstream/downstream depth and lineage view mode                        | Balances how much context loads by default against keeping the graph readable                      | [Lineage](/ai-2-0/admin-guide/preferences/lineage)                                 |
| **Data Asset Rules**       | Sets platform-wide metadata validation rules assets must satisfy                        | Enforces metadata quality standards across every asset automatically                               | [Data Asset Rules](/ai-2-0/admin-guide/data-asset-rules)                           |
| **Learning Resources**     | Sets in-product learning content shown to end users                                     | Surfaces onboarding material to new users without them having to go looking for it                 | [Learning Resources](/ai-2-0/admin-guide/learning-resources)                       |
| **Ingestion Runners**      | Lists registered Hybrid Runners: status, logs, and the default runner                   | Lets you manage and troubleshoot runners from the UI, without infrastructure access                | [Ingestion Runners](/ai-2-0/admin-guide/preferences/ingestion-runners)             |
| **App Mode**               | Sets which app mode (Classic or AI) new users land in                                   | Controls the first impression Collate makes on every new teammate you invite                       | [App Mode](/ai-2-0/admin-guide/preferences/app-mode)                               |

Custom Logo and Theme aren't separate settings. They're two panels on the same **Theme** page in the product. For more information about customizing your logo, favicon, and color palette, see [Theme and Branding](/ai-2-0/admin-guide/preferences/theme-and-branding).
