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Account settings holds your profile and preferences. Update your display name, photo and personal preferences here. Security options live in the Security Center.

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Who can use it

Every authenticated user, for their own account.

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What you can change here

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What is not here

Several things people look for on this page live elsewhere:
You cannot change your own role. Roles are assigned by an Organization Admin on the organization team.

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Updating your profile

1

Set your display name

Use the name colleagues will recognise. It appears on records you create and in audit trails.
2

Add a photo

Optional, but helps in larger agencies.
3

Review your preferences

Interface preferences apply to your account only.
Your display name appears in the audit trail against actions you take. A recognisable name makes audit review considerably easier than an ambiguous one.

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Troubleshooting

Security

Password, two-factor, sessions, and devices.

Switch organization

Change your active organization.