Your Account

Everything on this page is yours alone. It doesn’t need an admin role, it only affects your own sign-in and your own view of the app, and every user has it. For managing other people’s accounts, see Users, Groups & Roles.

Where to find it

Click your avatar in the top-right corner and choose Profile. The page has four tabs: Profile, Change Password, Security, and API Tokens.

Profile

Your display name and contact details, plus two view preferences:

Setting	What it does
First name / Last name	How you’re shown throughout the app — on cases you own, in audit entries, and in the user list.
Email	Where your notifications are sent, and the address you sign in with.
Rows per page in tables	How many rows each table in the app shows before paging. Raise it if you spend your time on long device or event lists; lower it on a small screen.
Rows per page in portal views	The same preference for the customer portal.

Change Password

Enter your current password, then the new one twice. A password must be at least 6 characters.

If you’ve forgotten your current password you can’t change it here — use the Forgot password link on the sign-in page, which emails you a link. On a self-hosted instance where no one can sign in at all, see Resetting the admin password.

Security

Authenticator app

Two-factor authentication using time-based one-time codes from an app such as Google Authenticator, 1Password, or Authy. It works offline — no SMS, and no third-party service involved.

To turn it on, select Enable authenticator app, scan the QR code with your app, and enter the 6-digit code it shows to confirm the pairing. From then on, signing in asks for a code after your password.

If your administrator has made two-factor authentication mandatory, the card is badged Required by your organization and you’ll be asked to set it up when you next sign in. The policy itself is set under System Settings.

Recovery codes

Enrolling shows a set of recovery codes once, with a Download button. Save them somewhere safe before you dismiss the dialog — they are the way back into your account if you lose the device your authenticator app is on, and they are never shown again.

Each code works once. The Security tab shows how many you have left; when they run low, Regenerate recovery codes issues a fresh set and invalidates the old one. Regenerating, or Disable, asks you to confirm with a current authenticator or recovery code first — so someone who finds your screen unlocked still can’t turn your second factor off.

Passkeys

Sign in with Touch ID, Face ID, Windows Hello, or a hardware security key instead of typing a password. Add one with Add a new passkey; you can register several, one per device, and remove any of them later. Step-by-step instructions are in Quick Start.

If your administrator has turned passkeys off for your account, the section says so and no passkey can be added.

Setting a password on an SSO account

If your account signs in with Google, the Security tab offers Set a password so you can also sign in with your email address directly — useful as a fallback when SSO is unavailable. A password set this way must be at least 8 characters.

API Tokens

Personal tokens for scripts and integrations that act as you, with your permissions. Create, scope, and revoke them here; a token can be made read-only, and a token can never be used to mint another token. See the API Reference for how to authenticate with one and the Integrations API for what it can reach.

Where to go next

• Users, Groups & Roles — managing everyone else’s access.
• System Settings — the account-wide authentication policies your options here sit under.
• API Reference — using a token you created.