What it does
The Settings hub groups everything you can configure into two areas, each with its own sections:
- Account & security — Profile, Security, Communications, Billing & plan.
- Team & organisation — Team, Workspace, Tags, People.
Personal sections (Profile, Security, Communications, Billing) are available to everyone. Team and Tags are owner/admin-only.
Where to find it
Open your account menu (top-right avatar) and choose Settings, or go to /dashboard/settings. It opens on Profile.
- On a wide screen, the sections are a left-hand menu grouped under the two headings.
- On a phone, the menu collapses into a dropdown at the top — pick a section to jump to it.
Step by step
Edit your profile
- Go to Account & security → Profile.
- Change your Name and Job title. (Your email and role are shown read-only here.)
- Click Save changes.
Set or change your password
- Go to Account & security → Security.
- If you signed in with a magic link, a social account or a passkey and have no password yet, you'll see Set a password — choose one and confirm it. You can then also sign in with your email and password.
- If you already have a password, you'll see Change password — enter your current password, then your new one twice. Changing it signs you out on other devices.
Change your email
- Go to Account & security → Security.
- Under Email address, type the new address and click Change email.
- If your current email is verified, we email a confirmation link to your current address; approve it, then confirm from the link sent to the new address. If your current email is unverified, the change applies immediately.
Add or remove a passkey
- Go to Account & security → Security → Passkeys.
- Optionally give it a name (e.g. MacBook Touch ID), then click Add a passkey and follow your device's prompt (Touch ID, Face ID, Windows Hello or a security key).
- To remove one, click the bin icon next to it.
Connect or disconnect a social login
- Go to Account & security → Security → Connected accounts (shown only if social logins are enabled for your site).
- Click Connect to link a provider (Google / Microsoft / Apple), or Disconnect to unlink one. You can't unlink your only remaining way to sign in.
Choose your notifications
- Go to Account & security → Communications and untick any type you don't want reaching your bell (mentions, assignments, replies, kudos, flags, room messages, and so on). Changes save instantly and apply only to you.
Manage your team (owners/admins)
- Team & organisation → Team — edit the Team name, Default post visibility, the Edit window (minutes) (how long after posting a member may still edit), and the Default hourly rate (£) (values logged time and powers cost budgets on Reports; set to 0 to turn costing off). There's also a Clear tags when a thread is resolved automation toggle — turn it on to have a thread's tags removed automatically whenever it's moved to a resolved/terminal stage (re-opening doesn't bring them back; it's off by default) — and a Report note field for an optional line of text (max 280 characters) shown at the top of Reports and included in the CSV export (leave blank for none). Click Save changes.
- Workspace — see all your workspaces and create a new one; click any to open it.
- Tags — manage tag categories and tags (owners/admins only).
- People — view everyone in your team and invite new members.
What each screen shows
- Left menu / mobile dropdown — the two groups and their sections; the current section is highlighted.
- Profile — your name and job title (editable), plus your email and role (read-only).
- Security — your email and verification status, set/change password, your passkeys, and connected social accounts.
- Communications — a checklist of notification types.
- Billing & plan — a placeholder; your team is currently on the free plan.
- Team / Workspace / Tags / People — the team defaults form, the workspace list, the tag manager, and the people directory.
Tips and good to know
- The post edit window controls how long edits are allowed; set it to 0 to always allow editing.
- Members who aren't owners or admins don't see Team or Tags, and see team defaults read-only.
- Passkeys need a supporting browser/device; if yours doesn't support them you'll see a short note instead of the button.
Troubleshooting
| Problem | What to try | | --- | --- | | Can't see Team or Tags | They're owner/admin-only — ask an admin. | | "Change password" rejects my current password | Re-enter it carefully; if you've forgotten it, sign out and use the password-reset link on the sign-in page. | | Can't disconnect a social account | You can't remove your only sign-in method — set a password or add another method first. | | Email change didn't take effect | If your current email is verified you must approve the change from your current inbox, then confirm from the new address. |