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Account Settings

Manage your personal settings in one place: profile details, sign‑in security, preferences, notifications, and billing.

What you can do

  • Update your profile: first name, last name, profile picture, and email address
  • Change your password (you’ll be logged out and asked to sign in again)
  • Set your preferred language and time zone for the app interface and dates/times shown across the app
  • Configure notification preferences (In‑app and Email) per feature and notification type
  • Enable or disable two‑step authentication and choose a verification method
  • Review subscription details and open the billing portal

Accessing Account

Open Settings → Account. The Account area contains the sections below.

Profile

Basic Information

  • Fields: First Name, Last Name.
  • Action: Update Basic Information.
  • Result: A success banner confirms “Basic information updated successfully”.

Email

  • Shows Current email: and an input for New Email Address.
  • Action: Update Email Address.
  • Result: A success banner confirms “Email address updated successfully”.

Profile picture (optional)

  • Action: click the picture to open “Change Profile Picture”.
  • Options: Cancel, Remove, Upload.

Password

Change your password from the Password section.

Fields

  • Current Password
  • New Password
  • Confirm Password

Requirements (verbatim)

  • Minimum 8 characters long — the more, the better
  • At least one lowercase character
  • At least one uppercase character
  • At least one number, symbol, or whitespace character

Save

  • Action: Save Changes.
  • Result: “Password changed successfully — You will now be logged out. Please log in again with your new password.”

General Preferences

Configure your personal language and time zone. These settings affect the language of the interface and how dates/times are displayed across dashboards and apps (e.g., Calendar, Todo).

Language

  • Control: Language select.
  • Options: Available languages (e.g., English, Spanish, etc.).
  • Effect: Immediately updates the application's interface language and associated services (like support chat).

Time Zone

  • Control: Time Zone select with search.
  • Validation messages: “Timezone is required” • “Please select a valid timezone”.
  • Helper: Tooltip button Reset to detected timezone (restores your browser‑detected time zone).
  • Info panel (when available): Current Timezone shows the display name and the identifier.
  • Action: Save Changes.

Notification Preferences

Choose how you want to receive notifications. Preferences are organized in a matrix:

  • Groups: By feature (category header shows the feature name).
  • Rows: Notification types for that feature (each row shows the name and an optional description).
  • Columns: Channels. In the current version, channels are In‑app and Email.
  • Cell controls: A toggle per available channel. If a type isn’t available for a channel, a disabled cell with a “minus” icon appears with the tooltip “This notification type is not available for this channel”.

Browser permission

To receive in‑app (browser) notifications you must grant permission in your browser.

  • If permission is missing, you’ll see “Browser Permission Required” with a Request Permission button.
  • If permission was denied at the browser level, an error banner explains that notifications cannot be delivered until permission is granted.

Saving

  • Action: Save Changes (enabled when you’ve modified preferences).
  • Result: “Notification preferences updated successfully.”

Two-step authentication

Add an extra layer of security to your account.

  • Toggle: Enable/disable from the Two-step authentication page.
  • When enabling for the first time, you’ll be prompted to “Select verification method”.
  • Methods: Currently only Email is available, and it is selected by default.
  • Actions while setting up: Set Up • Cancel.
  • When enabled, the page shows “Two-step authentication is enabled — Current method: Email”. You can disable it at any time.

Billing

Review your subscription at a glance and open the billing portal if you need to manage it.

What you’ll see

  • Users usage: a Users count and a progress bar with “Users remaining”.
  • Plan: name and description.
  • Term: Active until date.
  • Price: currency, amount per user, and billing period (for example, "USD 12.00 / Month").
  • Action: Manage (opens the external billing portal in a new tab).

Notes: - Subscription management is typically handled by administrators.