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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.
  • Notification preference toggles.

Prerequisites and permissions

  • Signed-in account.
  • Admin role required for organization rename and user-management actions.

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 admin: rename organization and open user management.
  • Organization mode as member: view organization details only.

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.

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