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Your account settings

Profile, password, two-factor authentication, notifications and display preferences.

Updated August 19, 2026
2 min read
account
profile
settings
security

Your profile

Settings → Profile holds your name, email and avatar. Your name appears on review sign-offs and in the report's authorship trail, so it should be the name your firm would want on a deliverable.

Password and two-factor authentication

Change your password from your profile. Turn on two-factor authentication with any standard authenticator app; the workspace can also require it of everyone, which is a setting for whoever administers the organization.

If your firm uses single sign-on, sign-in is handled by your identity provider and password settings do not apply to you.

Notifications

Choose what you are emailed about: analysis finishing, drafts waiting for review, a reviewer raising a thread, a share being opened, or nothing at all. The defaults are deliberately quiet — a system that emails constantly is a system people filter.

Display preferences

Date format, number format and theme. Date format matters more than it sounds in diligence work: a report circulated between offices should not leave anyone guessing whether 03/04 is March or April.

Organization settings

Company name, branding, members and workspace-wide policy live under Organization, and need administrator rights. See Team members and access.

Leaving

You can remove yourself from a workspace; the sign-offs you made stay attributed to you, because a review record that could be erased by the reviewer would not be a record. If you need your personal data removed, see How your data is handled.

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