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Profile and Security Settings

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Overview

You can manage your personal profile, preferences, and security settings from the account menu.

This includes:

  • Profile information 
  • Password and login settings 
  • Two-factor authentication (2FA) 
  • UI preferences and notifications

Access

Top-right menu → ME

  • My Profile 
  • Preferences 
  • Change Password

Update profile

Update basic user information such as name and email.

Steps

  1. Open top-right menu 
  2. Click My Profile 
  3. Update fields 
  4. Save changes

Change password

Steps

  1. Open top-right menu 
  2. Click Change Password 
  3. Enter current and new password 
  4. Confirm

Reset password

If you forgot your password:

Steps

  1. On the login screen, click Forgot your password? 
  2. Enter your email 
  3. Follow the reset link sent to your email

Notes

  • Only registered emails can receive reset links 
  • The reset link is secure and time-limited

Change login email

Steps

  1. Open top-right menu 
  2. Click Preferences 
  3. Update email 
  4. Enter password to confirm

Two-factor authentication (2FA)

2FA adds an extra layer of security by requiring a verification code from a mobile device.

Important

Do not enable 2FA for accounts used by automated integrations (for example, API users or listeners)

Enable 2FA

  1. Open top-right menu 
  2. Click Preferences 
  3. Enable Two-Factor Authentication 
  4. Scan QR code using an authenticator app 
  5. Enter verification code

Login with 2FA

After enabling 2FA:

  1. Enter username and password 
  2. Enter verification code from your device

Recovery codes

When enabling 2FA, recovery codes are generated.

  • Each code can be used once 
  • Use them if you lose access to your device

To view or regenerate:

  • Open My Profile 
  • Locate 2FA settings

Confirm that your team has set up two-factor authentication

You must be an admin to access this screen. 

Go to Users and check the 2FA column.

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Preferences

Preferences control UI behavior and user experience.

Available options

  • Color theme 
  • Default menu option 
  • Remember filters value (sticky filters) 
  • Hide flow execution notifications. This is useful in environments with frequent Flow activity.
  • Expandable tags (allows expandable/collapsible tags)
  • Distraction-free mode 
  • Auto-select first connection/format

Billing

Account admin can access billing portal and change the billing account owner.

Note: This option is available only for customers on self-managed subscription plans.

  1. Open Preferences in the account menu
  2. Select Billing Account 
  3. Click Edit
  4. Enter New Email and Current password
  5. Click Update

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Summary

  • Profile settings control your personal information 
  • Security settings protect access to your account 
  • Preferences control UI behavior and notifications 
  • 2FA provides additional protection and should be enabled for interactive users

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