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Manage your account

Your Account settings hold your personal profile — name, phone, profile photo, login email, and password — separate from practice-wide settings. Edit your name and phone (changes save as you go), upload a photo, and change your login email or password from their own secure prompts. The same screen has tabs for your Organization details, your personal Notifications, and your Assistant preferences. Everything here is per-user, so changing it affects your login, not your teammates'.

Updated August 5, 20261 min read

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. For security it runs through its own confirmation step.
  • Password — use Change password to set a new one; you'll confirm your current password first. The date you last changed it is shown.

Other tabs

The Account screen also includes:

TabWhat it's for
OrganizationYour organization's details
NotificationsYour personal notification preferences — what you're alerted about and how
AssistantYour 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.

Frequently asked questions

How do I change my password?
Go to Settings → Account → Profile and choose Change password. You'll confirm your current password and set a new one. The date you last changed it is shown for reference.
How do I change my login email?
On Settings → Account → Profile, use Change email. For security this runs through its own confirmation step rather than saving inline like your name and phone.
Does editing my account affect my teammates?
No. Account settings are personal to your login — your name, photo, email, password, and notification preferences. Practice-wide settings live under their own Settings sections and are managed separately.

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