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Settings Guide

Complete walkthrough of all settings tabs and role-based organization controls.

12 min read

Use Settings to manage account identity, security, organization mode, and notifications.

Purpose

This guide covers:

  • Profile name updates.
  • Login email change confirmation flow.
  • Password changes.
  • Organization activation/rename.
  • Organization role behavior.
  • Notification preference toggles.

Prerequisites and permissions

  • Signed-in account.
  • OWNER or ADMIN role required for organization rename and user-management actions.
  • VIEWER role is read-only: viewers can see organization resources but cannot change settings, endpoints, targets, users, or delivery configuration.

Step-by-step workflow

1. Profile tab

  1. Update display name.
  2. Select Save name.

Rules:

  • Name is required.

2. Email tab

  1. Enter new login email.
  2. Select Send confirmation link.
  3. Confirm from email link.

While pending you can:

  • Resend
  • Cancel pending email change

3. Security tab

  • Shows auth provider and whether password auth is enabled.
  • Change password requires current password and new password (min 8 chars).

If your account has no password (SSO-only), use Forgot your password? to set password access.

4. Organization tab

Behavior depends on mode/role:

  • Personal mode (organization hidden): activate organization by naming it.
  • Organization mode as owner/admin: rename organization and open user management.
  • Organization mode as user/viewer: view organization details only. Viewers also have read-only access across the app.

Organization roles are:

  • OWNER: can administer the organization and transfer ownership.
  • ADMIN: can administer organization settings and users.
  • USER: can manage delivery configuration but not organization users.
  • VIEWER: read-only access.

The owner cannot be demoted or removed directly. To change the owner, use Transfer ownership from user management; the target must be an active ADMIN or USER, and the current owner confirms the transfer by email. After confirmation, the old owner becomes ADMIN and the target becomes OWNER.

5. Notifications tab

Manage:

  • Usage threshold alerts
  • Enabled endpoint with no outputs warning
  • Security/account-change notifications
  • Product updates

Rule:

  • Usage threshold must be >= 1 when threshold alerts are enabled.

Expected result and verification checks

  • Profile/email/security updates persist after reload.
  • Organization actions match your role permissions.
  • Notification toggles and thresholds save without validation errors.

Common issues and fixes

  • Save disabled: ensure fields changed and required values provided.
  • Password update failed: verify current password and minimum length.
  • Organization rename blocked: name may already be in use.
  • Threshold save error: set usage threshold to 1 or higher.

Related guides

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