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Personal settings

The Settings page (/settings) is where you change your password and configure how the Review page navigates. Philter keeps your password, two-factor authentication, and API keys.

Review page preferences

These options tune how Previous/Next behave on the Review page and what happens when you approve or reject a document.

  • Skip accepted and rejected documents when navigating with Previous and Next — when on, Prev/Next jump past documents that already have a decision (APPROVED, AUTO_APPROVED, and REJECTED) so you only stop on documents that still need attention.
  • Automatically go to the next document when a document is approved or rejected — when on, hitting Approve or Reject takes you straight to the next document (respecting the skip-accepted-and-rejected setting). Falls back to the queue if there is no next document.
  • Sort documents when reviewing by — controls the order Previous/Next walk through documents in the batch. All three options use a stable tie-break on document id so the order is the same every time you open the page.
    • Document Risk Score (default) — highest risk score first, so the most likely to need attention bubbles to the top.
    • Document Priority — highest priority first (High → Medium → Low), useful when uploads are tagged with a priority and you want to work that queue strictly by priority.
    • Document Filename — alphabetical by filename, for cases where you want to walk the batch in a predictable name order.

This setting also controls the order used by the Document X of Y counter on the Review page so the counter stays consistent with what Previous/Next will do.

Settings are persisted per user in MongoDB (user_settings collection).

Two-factor authentication

Two-factor authentication is set up at sign-in, when your administrator requires it, rather than on this page. You scan a QR code with an authenticator app, then enter a code from it after your password at each sign-in.

Change password

Enter your current password, the new password, and a confirmation. The new password must be at least 16 characters and differ from the current one. Philter then ends all of your sessions, so you sign in again with the new password.

Forgotten password

Philter Workspace has no self-service password reset. For a forgotten password or a locked sign-in, ask your administrator, who resets or unlocks it under Admin → Users.

API keys

To call Philter Workspace's REST API, use a Philter API key that holds the users:read scope. Philter manages your keys; Philter Workspace has none of its own. See API keys.

Audit trail

Every PASSWORD_CHANGE and preferences change (USER_SETTINGS_CHANGE) is recorded in the audit log with your username and a timestamp. Admins can review these from Admin Settings → Audit log.