Your Account settings are the personal, per-user part of Settings — your identity and login, separate from practice-wide configuration. Open it from Settings → Account.
Profile
The Profile tab holds your personal details:
- Name and phone — edit them inline; changes save automatically as you move off the field.
- Profile photo — upload and crop a photo, or use your initials.
- Login email — use Change email to update the address you sign in with. The Change Email Address dialog asks for the new address and your current password, sends a verification link to the new address (valid for 24 hours) and a notice to the old one for security. The change takes effect when you click the link; your organization's billing email is updated with it.
- Password — use Change password to set a new one; you'll confirm your current password first. The new one needs at least 8 characters with an uppercase letter, a lowercase letter and a number. Saving signs you out of every session on every device ("Password changed successfully. Please log in again with your new password.") and emails a confirmation. The date you last changed it is shown.
Other tabs
The Account screen also includes:
| Tab | What it's for |
|---|---|
| Organization | Your organization's details |
| Notifications | Your personal notification preferences — what you're alerted about and how |
| Assistant | Your preferences for the in-app assistant |
Good to know
- It's yours alone. These settings affect your login only, not your teammates'. To manage other people's access, see Invite team members.
- Practice settings are elsewhere. Phone, AI voice, email sending, billing, and integrations each have their own section under Settings.
- Closing the account. There is no self-service delete. To stop paying, cancel your subscription under Settings → Billing (see Cancel your subscription); it runs to the end of the billing period and can be reactivated. To close the account and have its data removed, export what you need first (Export all your data), then ask support: the account is archived and permanently deleted after 90 days.