Settings

Click Settings (opens in a new tab) at the bottom of the sidebar.

The Settings page is one screen with several sections, each independently editable.

Profile

• Name — what shows up on team rosters, notifications, and audit logs
• Email — where you receive alerts and password resets. Changing this triggers a confirmation email to the new address; the old address keeps working until the new one is confirmed
• Time zone — call timestamps display in this timezone

Click Save to apply.

Password

Click Send password reset to email yourself a reset link. Use this when you want to change your password without remembering the old one (or when supporting another user).

If you'd rather change it directly while logged in, follow the link sent to your email — the reset flow is the same.

Two-factor authentication

The 2FA section lets you:

• Enable 2FA if you haven't yet — see First-time Setup for the QR code flow
• Disable 2FA if you need to (for example, switching phones)
• View status — whether 2FA is currently enabled on your account
• Regenerate recovery codes — if you've used some and want a fresh set

Disabling 2FA requires confirming your password.

Notification preferences

Toggle each event type on or off:

• In-app (bell icon)
• Email

Independently for each event:

• Call-volume spikes
• New invoices
• Past-due invoices
• Playbook updates
• Team membership changes
• (others depending on your role)

Changes apply immediately. The next event of that type will respect your new preferences.

IP restrictions (admin)

If you're an admin, the IP Restrictions (opens in a new tab) page lets you review which IPs are allowed for sensitive sessions. See Security (admin).

Signing out

Use the profile menu in the top-right corner of the portal, or close your browser. Sessions are timed-limited but not infinite.

Next

• Notifications — full guide to the notification system
• First-time Setup — what to configure on day one