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Account Settings

Manage your profile, email addresses, security, organization members, and account — all from one full-screen Settings hub.

What you'll learn

  • Where the Settings hub lives and what each section controls
  • How to add and verify email addresses and change which one is primary
  • How to set a password, enable two-factor authentication, and add a passkey
  • How to review active sessions and sign out devices you don't recognize
  • How to choose which notification emails you receive
  • How to rename your organization, invite teammates, and find your support reference ID

Open your account menu — the pill with your email at the bottom of the sidebar (or the avatar when the sidebar is collapsed) — and choose Settings. The hub opens full-screen with a tab rail on the left: your account pages under Account, one page per workspace under Organizations, and Danger zone at the bottom. The back arrow returns you to the app.


Profile

Your photo and display name, shown to teammates across the platform.

  • Photo — click Change and pick any image; it's cropped square automatically.
  • Display name — click your name to edit inline. It's cosmetic only and never used for signing in.

Email addresses

You can attach several email addresses to one account. Exactly one is Primary — that's where sign-in codes and billing messages go.

ActionHow
Add an addressAdd email → enter the address → a verification link is sent automatically
VerifyClick the link in the email, or hit the resend icon next to an unverified address
Change primaryClick the star next to any verified address
RemoveTrash icon — available on any non-primary address

An address must be verified before it can become your primary. You can't remove your primary address — promote another one first.


Security

Password

If you signed up with Google or another provider, you may not have a password yet — Set password creates one so you can also sign in with email + password. If you already have one, Change password asks for your current password first. Minimum 8 characters.

Two-factor authentication

Click Enable, scan the QR code with any authenticator app (Google Authenticator, 1Password, Authy…), and enter the 6-digit code to confirm. From then on, sign-in requires a fresh code. Disable it any time from the same row.

Passkey

Add passkey registers Face ID, Touch ID, Windows Hello, or a hardware security key as a sign-in method. You can re-register to replace it, or disable passkey sign-in entirely.

Active sessions

Every device where you're currently signed in, with location and last-active time. The one you're using is marked This device. Hit Revoke on anything you don't recognize — that device is signed out immediately.


Notifications

Which emails you receive from the platform, one toggle per category — everything is on by default. Categories marked required (like security-critical mail) can't be turned off.


Organizations

Every workspace you belong to gets its own page in the rail — the green dot marks the one currently selected in the sidebar switcher.

  • Name — click to rename (needs the team-update permission). The name appears on invoices and in the sidebar.
  • Organization reference — the org_… ID to quote in support requests, copyable with one click. It's safe to share: unlike a sequential number, it can't be guessed or enumerated. Shown on the currently selected organization's page.
  • Members — everyone in the organization, plus pending invitations. Invite sends an email invite; pending invites can be revoked before they're accepted.
  • Leave organization — removes you from that workspace (behind a confirmation). Its agents, calls, and wallet stay intact for the remaining members.

Removing an existing member isn't available from this page yet — contact support if you need someone removed.


Danger zone

Account-level actions, each behind a confirmation:

ActionEffect
Sign outEnds the session on this device only
Delete accountPermanently removes your sign-in (type DELETE to confirm). Organizations you belonged to are unaffected

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