Profile and Security

The Profile and Security tabs in Settings control your own account -- your details, your password, and how you verify sign-ins. They apply to you, not the whole organization, so every role can use them.

Your profile

Open Settings -> Profile to update:

• First Name and Last Name.
• Email -- on password-based accounts, changing it requires your current password; the new address must then be verified.
• Email Signature -- appended to documents you email to customers (bids, change orders, invoices, and pay applications).

Your Username and Role are shown but cannot be changed here -- ask a Company Admin to change your role.

Password

On Settings -> Security, the password card sends a reset link to your email rather than taking a new password inline. Click Reset Password (or Set Password if your account signs in with Google or Apple) and follow the link.

Two-factor authentication

Two-factor authentication (2FA) adds a one-time code from an authenticator app on top of your password.

1. Start setup. On the Security tab, click Set Up 2FA and confirm your password.

2. Scan the code. Scan the QR code with an authenticator app such as Google Authenticator or Authy, or enter the key by hand.

3. Verify. Enter the 6-digit Verification Code and click Verify and Enable.

4. Save your backup codes. Copy or download the backup codes shown, then confirm you have saved them. Use them to sign in if you lose your authenticator.

Once enabled, a 2FA Active badge appears. Click Disable 2FA (password plus a current code required) to turn it off.

Caution

Store your backup codes somewhere safe. They are the only way back in if you lose access to your authenticator app.

Passkeys

A passkey lets you sign in with Face ID, Touch ID, Windows Hello, or a hardware security key instead of a password.

1. Add a passkey. On the Security tab, click Add Passkey and optionally name it.

2. Confirm. Complete your device's prompt. If your account already has a password or 2FA, you re-authenticate first.

Each passkey can be renamed or removed. Passkeys backed up to your device's keychain show a Synced badge.

Connected accounts

The Connected Accounts card links a Google or Apple account for one-click sign-in. You can link one social provider at a time, and you can only disconnect it if another sign-in method remains.

What's next

• Notifications -- choose which alerts you receive.
• Team and roles -- what your role can do.