Updating Your Account Settings
Where to Find Settings
Account Settings sits behind the user menu at the bottom of the left sidebar (the avatar tile that shows your name). Click it, then pick Settings from the dropdown.
On mobile, the same user menu lives at the bottom of the slide out navigation.
The Settings page lives at /account/settings. It is account level: changes here apply across every client you own, not just the one you happen to be viewing.
What You Can Update
The page is one column with four sections:
- Profile. Edit your name. Click Save to commit.
- Email. Edit your email address. Click Update Email. The page also surfaces a Resend Verification button if your current address has not been verified yet.
- Change Password. Three fields: current password, new password, confirm new password. The page tells you the new password must be at least 8 characters.
- Danger Zone. A single Delete Account button. See Data Export and Deletion Requests for what happens when you delete.
Updating Your Name
Type the new name into the Profile section and click Save. The change applies immediately. It shows up in message threads, in invoice footers (when paired with billing details), and in the user menu.
The name field is plain text. Use the form you want customers and your account manager to see.
Updating Your Email
Type the new email address into the Email section and click Update Email.
The address switches immediately on save. Your account email becomes the new address right away, and the account is marked unverified until you confirm. A verification email is sent to the new address; click the link inside to mark the account verified again.
While the new address is unverified, sign in still works, and notifications still go to the new address. Account sensitive flows like password reset go to the new address too, so type carefully. If the new address has a typo, you can fix it from the same Settings page (the field is still editable).
If the verification email does not land within a minute, check spam. Click Resend Verification on the Settings page if you need a fresh link.
Your email address is used for sign in, password resets, account recovery, billing receipts, delivery notifications, and account manager replies. Keep it current.
Updating Your Password
The Change Password section has three fields:
- Current password. Verifies it is you.
- New password. At least 8 characters. No other character class rules are enforced.
- Confirm new password. Must match.
Click Change Password. The update takes effect immediately. Active sessions stay logged in, so you do not need to sign in again right away. A confirmation email lands at your address noting the change.
For the full password change flow including the forgot password path, see Changing Your Password.
Deleting Your Account
The Danger Zone section has a single Delete Account button. Clicking it starts the deletion flow. The flow is permanent and cascades across every client you own. For the full details on what gets removed and what is retained for compliance, see Data Export and Deletion Requests.
Do not click this button unless you mean it. Active subscriptions need to be cancelled first.
What Is Not on This Page
A few things you might expect to find here actually live elsewhere:
- Plan, credits, invoices, payment method, Auto Reload. These are per client, not per account. Open the client's settings page from the Clients page in the sidebar. See Managing Your Subscription and Payment Method.
- Invoice info (legal name, address, VAT, registration code). Edit these in the Billing details section of any client's settings page. They are account wide and appear on every invoice across every client.
- Notification email recipients per campaign. Each campaign keeps its own list of who gets delivery emails. Edit them on the campaign.
For a refresher on the broader email system, see Understanding Email Notifications.
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