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Step-by-step guideWebOwner / Admin / Member

Manage your profile, settings, and support

What you will accomplish

You will find personal information, preferences, Help Center guides, and the support request flow.

Who can do this

All signed-in roles can use Profile, Settings, Help Center, and Support.

Before you start

Know whether the change concerns only you or the whole workspace. Workspace-wide changes usually belong in Config.

Update personal information

  1. Open the account menu.
  2. Select Profile.
  3. Review your workspace, role, and access.
  4. Edit an available personal field.
  5. Select the save action.
  6. Confirm the updated value appears.

Change preferences

  1. Open the account menu.
  2. Select Settings.
  3. Change the available appearance or notification preference.
  4. Select the save action when shown.
  5. Confirm the selected state remains after refresh.

Get help or contact Support

  1. Open the account menu.
  2. Select Help Center to browse step-by-step instructions.
  3. If the guides do not resolve the issue, select Support.
  4. Enter a specific question or issue without credentials or unnecessary personal data.
  5. Review any grounded answer and cited article.
  6. Continue to the ticket form when human follow-up is needed.

Expected result: saved profile or preference changes remain visible after reload, and a submitted support request shows its confirmation state.

Troubleshooting and recovery

  • A profile field is read-only: it may be managed by the sign-in provider.
  • A workspace setting is missing: ask an Owner or Admin to check Config.
  • Support needs evidence: provide route, visible label, time, scope, and safe screenshot—never a password or token.

Last verified against the product on 2026-07-29.