Settings

Manage your profile

Update your personal details, change your password, and manage multi-factor authentication from the Profile settings page.

Profile overview

Use the Profile settings page to manage your personal information and account security without affecting other users.

Changes to your Name, password, and multi-factor authentication (MFA) apply only to your user account. Updating Business Name affects tenant-wide branding and the company name shown in the sidebar.

The Profile page includes:

Personal details: Name, Business Name, Email Address
Password management: current password, new password with a strength meter, and confirm new password
Security controls: multi-factor authentication (MFA) settings for additional account protection

Profile fields reference

Use this section as a quick reference for what each field on the Profile page controls.

namestring

Required

Your personal display name. The app uses this name in menus, notifications, and activity logs to identify you to other users.

business_namestring

The tenant-wide company or organization name. The app shows this in the left sidebar and uses it when generating slugs for your workspace or public-facing urls.

emailstring

Required

Your primary login and notification email address. The profile form validates this as a valid email format. Depending on your organization policy, you might not be able to change this value yourself.

current_passwordstring

Required

Your existing password. Enter this when changing your password so the system can verify your identity.

new_passwordstring

The new password you want to use. The password strength meter updates as you type. The new password must be at least 12 characters long.

confirm_new_passwordstring

Repeat of the new password. This must exactly match the new password field before the system accepts the change.

mfa_settingsobject

Configuration for multi-factor authentication, such as enabling or disabling MFA and managing enrolled factors (for example, authenticator app or sms).

Update profile details

Edit your personal and business information to keep your account and workspace branding accurate.

You can always update your Name. Editing Business Name changes the tenant-wide branding for everyone in your workspace, so coordinate with your team before making major changes.

Open your profile

Go to Settings in the main navigation.
Select Profile from the Settings menu.
Confirm you see the headings for Profile and Security Settings.

Edit your personal details

In the Profile section, update your Name field with how you want it to appear in the app.
Update Email Address if your organization allows self-service email changes.
Review the form for any inline validation messages and correct errors before saving.

Update business name (tenant-wide)

In the Business Name field, enter the company or workspace name you want to display in the sidebar.
Remember that this name is also used for slug generation, which can affect workspace urls and labels.
Use a clear, recognizable name that your teammates expect to see.

Save your changes

Click the Save or Update Profile button at the bottom of the section.
Wait for the confirmation indicator or success message.
Verify that the sidebar now shows your updated Business Name and that your Name appears correctly in the header or account menu.

If the page shows an error banner after you save, review the message, correct the highlighted fields, and try again.

Change your password

Strengthen your account security by updating your password regularly and avoiding reused credentials.

The app enforces a minimum password length of 12 characters. Use a mix of words, numbers, and symbols, and avoid reusing passwords from other services.

The password section includes:

Current password (required)
New password (minimum 12 characters, with strength meter)
Confirm new password (must match the new password)

Open the password section

From Settings → Profile, scroll to the Change Password section.
Confirm you can see the helper text that indicates you can leave fields blank to keep your current password.

Enter your current password

In Current password, type your existing password exactly.
Use the show or hide toggle if available to avoid typos when entering.

Choose a new password

In New password, enter a password with at least 12 characters.
Watch the strength meter below the field; adjust your password until it shows a strong rating.
Combine multiple unrelated words with numbers or punctuation for better security and memorability.

Confirm the new password

In Confirm new password, retype the exact same password you entered in the new password field.
Make sure there are no extra spaces or capitalization differences.

Apply the password change

Click Save or Update Password.
Wait for the success message indicating your password was changed.
Sign out and sign back in with your new password to verify that it works, especially if you share devices.

If you leave the password fields empty and save the page, the app keeps your existing password unchanged.

Security settings and MFA

Use the Security Settings section to manage multi-factor authentication and protect your account from unauthorized access.

Multi-factor authentication adds an extra step to sign-in, usually involving a one-time code from an authenticator app or sms in addition to your password.

Although the exact options may vary by organization, expect to see controls for:

Enabling or disabling MFA for your account
Viewing which factors are currently active
Regenerating or viewing backup codes if your organization supports them

Open Security Settings

Navigate to Settings → Profile.
Scroll to the Security Settings section labeled Manage multi-factor authentication and account security.

Enable multi-factor authentication

Locate the MFA or Two-step verification control.
Start the setup flow, typically by scanning a qr code with an authenticator app or confirming your phone number.
Enter the verification code provided by your second factor to complete enrollment.

Review and manage factors

Confirm that your primary factor (authenticator app or sms) shows as active.
If backup codes or additional factors are available, store them securely.
Periodically review your MFA settings to remove unused or outdated devices.

Disable MFA (if allowed)

If you need to turn off MFA and your organization allows it, use the Disable or Turn off option in the MFA section.
Confirm the action when prompted; the app might require your password again.
Avoid disabling MFA unless you have another security control in place.

If your organization enforces MFA, you might not see an option to disable it and must keep at least one factor active.

Troubleshooting and common issues

Use these tips to resolve common problems when updating your profile, changing your password, or managing MFA.

Validation errors when saving profile details

If you see an error banner or validation messages:

Check that Email Address is in a valid format.
Make sure required fields such as Name are not empty.
Correct any highlighted fields, then click Save again.

If errors persist and no fields are highlighted, refresh the page and retry. If the problem continues, contact your workspace admin or support team.

Password mismatch or weak password

When changing your password, you might see errors like:

Passwords do not match: Verify that New password and Confirm new password are identical, including capitalization and symbols.
Password too short: Ensure the new password has at least 12 characters.
Weak password: Improve the strength by adding more characters, mixing letters, numbers, and symbols, or using multiple unrelated words.

The app only updates your password after all three password fields pass validation.

Cannot edit email address

In some organizations, only admins or centralized identity providers control login emails.

If the Email Address field is disabled or you see a message that email changes are restricted, contact your admin or internal support channel to request an update.

Until your email is updated, you continue to sign in and receive notifications at your existing address.

MFA issues

If you are locked out because of MFA:

Check that your device time is accurate if you use an authenticator app.
Try any backup codes or secondary factors provided during enrollment.
If you still cannot sign in, reach out to your admin or support team to reset your MFA configuration.

Use these pages to manage related settings across your workspace.

Users

Manage team members, roles, and invitations for your tenant.

Branding

Control logos, colors, and public-facing workspace branding that pairs with your Business Name.

PII and privacy

Set storage policies and masking rules for sensitive customer data across the platform.

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