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Settings Guide

Complete walkthrough of all settings tabs and role-based organization controls.

12 min read

Use Settings to manage account identity, security, organization mode, and notifications.

Purpose

This guide covers:

  • Profile name updates.
  • Login email change confirmation flow.
  • Password changes.
  • Organization activation/rename.
  • Organization role behavior.
  • Notification preference toggles.

Prerequisites and permissions

  • Signed-in account.
  • OWNER or ADMIN role required for organization rename and user-management actions.
  • VIEWER role is read-only for organization resources: viewers can see shared resources but cannot change organization settings, endpoints, targets, users, or delivery configuration.

Step-by-step workflow

1. Profile tab

  1. Update display name.
  2. Select Save name.

Rules:

  • Name is required.

2. Email tab

  1. Enter new login email.
  2. Select Send confirmation link.
  3. Confirm from email link.

While pending you can:

  • Resend
  • Cancel pending email change

3. Security tab

  • Shows auth provider and whether password auth is enabled.
  • Change password requires current password and new password (min 8 chars).

If your account has no password (SSO-only), use Forgot your password? to set password access.

4. Organization tab

Behavior depends on mode/role:

  • Personal mode (organization hidden): activate an organization by naming it. Team organizations are available during the Team trial and on Team, Scale, or Unlimited; Sandbox and Solo remain single-user.
  • Organization mode as owner/admin: rename organization and open user management.
  • Organization mode as user/viewer: view organization details only. Viewers also have read-only access across the app.

Organization roles are:

  • OWNER: can administer the organization and transfer ownership.
  • ADMIN: can administer organization settings and users.
  • USER: can manage delivery configuration but not organization users.
  • VIEWER: read-only access.

Member limits are plan-based: Sandbox/Solo support 1 active member, Team trial/Team support 5, and Scale/Unlimited support unlimited members.

The owner cannot be demoted or removed directly. To change the owner, use Transfer ownership from user management; the target must be an active ADMIN or USER, and the current owner confirms the transfer by email. After confirmation, the old owner becomes ADMIN and the target becomes OWNER.

Removed members are inactive but restorable within the same organization. Re-invite the same email address to reactivate the existing account with the invited role and a new password.

5. Notifications tab

Manage:

  • Enabled endpoint with no outputs warning
  • Security/account-change notifications
  • Product updates

Organization quota alerts are managed by administrators on Billing and are sent to the billing contact at 80% and 100% usage.

Expected result and verification checks

  • Profile/email/security updates persist after reload.
  • Organization actions match your role permissions.
  • Personal notification toggles save without validation errors.

Common issues and fixes

  • Save disabled: ensure fields changed and required values provided.
  • Password update failed: verify current password and minimum length.
  • Organization rename blocked: name may already be in use.

Related guides

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