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Account

Profile Settings

Manage your name, email, password, and personal account preferences.

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Your profile settings control your personal account information. These settings are per-user - they only affect your own experience, not other team members.

Personal Information#

Update your name, email address, phone number, timezone, and profile photo. Your name and photo are displayed throughout the platform - in conversation assignments, activity logs, and anywhere your identity appears to teammates.

To update your information:

  1. Navigate to Account > Profile
  2. Edit your fields, or upload a new profile photo
  3. Click Save Changes

Password#

Change your account password from the profile page. You must enter your current password to set a new one.

If you signed up with Google, you may not have a password set. You can add one to enable email/password login as an alternative to Google sign-in.

Two-Factor Authentication#

Add an extra layer of security by enabling two-factor authentication (2FA) from the Security section of the profile page. Confirm your password, scan the setup code with an authenticator app, enter a verification code, and save your backup codes. You can disable 2FA later from the same section.

Some roles require two-factor authentication. If yours does, you will be prompted to enable it.

  • Email Signature - Set up your personal email signature for outbound Gmail messages
  • Connections - Manage your Gmail, Google Calendar, Outlook, and Zoom connections
  • Notifications - Configure how and when you receive notifications
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