Manage your account and password
Verify your email, manage personal contact methods, change or reset your password, and sign out across devices.
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Help center / Account and data
Open Account from your profile at the bottom of the sidebar. Your sign-in and contact methods belong to you across businesses. Your name, role and access are set separately in each business.
Verify your email
In Email verification, choose Send verification link. Open the link for your account, check the email shown, and choose Verify email address. Return to Account to see the verified status. If the link is expired or already used, request another from Account.
Verification is required before changing billing or adding people. You can keep setting up the business during the trial. In the current local preview, verification, password-reset and invitation messages are captured for the person running the app; they are not delivered to an inbox. Ask that person for your prepared link. Keep account links private.
Update your profile or contact methods
Profile shows your name, sign-in email and role in the selected business. A person with the required People permissions can edit your name and role for that business there. Your sign-in email cannot be changed in Account. Take the workspace welcome tour reopens your welcome without changing your access or completing any tasks.
Under Contact methods, choose Add contact method, select a type, enter the detail and an optional label, and choose a preferred method. Use Save contact methods to save additions, edits or removals. These details follow your account across businesses and are currently visible only to you. Adding a contact email does not change your sign-in email or enable notification delivery.
If another tab changed this list, the saved list is shown with an explanation. Review it and make your edits again.
Choose workflow emails
In Email notifications, clear Email me workflow notifications and choose Save email preferences to stop workflow emails across all your businesses. Turn it on and save to allow future workflow emails again. In-app notifications, invitations, password resets and verification emails are separate. An email already being captured may still finish; skipped emails are not resent when you turn the setting back on.
Email me when a task is assigned to me starts off. Enable it and save if you want messages for new assignments across your businesses. This includes new tasks from routines, starter setup and onboarding or offboarding checklists. It does not send messages for every edit or due-date reminders. Clear it and save to stop task assignment emails.
New workflow and task emails include a manage your email preferences link. You can also open email preferences directly and sign in; this page works even when you have no active business. Check the email address shown before saving. In the current local preview these messages are captured for the person running the app, rather than delivered to an inbox.
If another tab changes the setting or a save cannot be confirmed, your choice is kept. Choose Review latest preferences to read the saved setting, then review your choice and save again if it still differs. The app never silently retries a stale preference change.
Change a password you know
- In Password, enter your current password.
- Enter a different new password of 10 to 128 characters, then type it again.
- Choose Change password and wait for confirmation.
After a successful change, you stay signed in on this device and other devices must sign in again. If the message says your password changed but you need to sign in again here, use the new password.
Reset a forgotten password
- Choose Forgot password? on Sign in, or Forgot your current password? in Account.
- Enter your sign-in email and choose Send reset link.
- Open the reset link, enter the same new password twice, and save it.
- Sign in with the new password.
The request gives the same response whether or not that email has an account. Check the address you entered. A reset link works once and expires; request a new one if it is invalid, expired or already used. Successful reset ends existing sessions. Repeated attempts may temporarily be limited; follow the message before trying again.
Switch businesses or sign out
Businesses lists your available businesses and roles. Choose Switch to open another business, or Add business to create one. Creating another business does not restart your account's trial. See multiple businesses.
Sign out ends your headoffis sessions on every device, including the one you are using. Have your email and password ready for your next sign-in.
For subscription changes, see trial and billing. For leaving a business or permanently deleting data, see cancel, leave or close.
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