> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruleinside.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your account

> Your personal profile, signing in safely, and how to sign up, reset a password, accept an invitation and create an organization.

Your account is **you**: your name, picture, email, password and sign-in security. It is separate from your
organization, and it applies in every organization you belong to. Only you can change it, and nobody can change it
for you from their own portal.

## Your Profile

Open **Settings** from the left sidebar, then the **Profile** tab. The cards appear in the order below.

<Frame caption="The Profile tab holds everything about you as a person, not your organization.">
  <img src="https://mintcdn.com/ruleinside/KY_HxF97SL5TB96U/images/portal/21-settings-profile.webp?fit=max&auto=format&n=KY_HxF97SL5TB96U&q=85&s=fa237e516c98411b42a4406000311a13" alt="The Profile tab, showing the profile picture, name, email, password, multi-factor authentication, linked accounts and danger zone cards." width="1440" height="2036" data-path="images/portal/21-settings-profile.webp" />
</Frame>

### Your Profile Picture

Click **Upload a Profile Picture** and choose an image file. A new image replaces the old one; clearing it removes
your picture. You see "Updating profile..." and then "Profile successfully updated".

### Your Name

Type your name in the field and click **Update Profile**. It must be 2 to 100 characters. This is the name your
colleagues see in the **Name** column on the [Members](/members) page. Without a name, they see the part of your
email before the `@`.

The portal is in English only, so there is no language setting.

### Update your Email

<Steps>
  <Step title="Type the new address twice">
    Fill in **Your New Email** and **Repeat Email**. Both must be valid, must match, and must differ from your
    current email.
  </Step>

  <Step title="Click Update Email Address">
    A green box confirms: "We sent you an email to confirm your new email address."
  </Step>

  <Step title="Click the link in the email">
    Open your inbox at the new address and click the link.
  </Step>
</Steps>

<Note>
  Your email does not change until you click the confirmation link. Until then, keep signing in with your current
  address.
</Note>

If you use two-factor sign-in but did not use it when you signed in this time, you may see "Please sign-in with
your current multi-factor authentication to perform this action". Sign out, sign back in with your code, and try
again.

### Update your Password

Fill in **New Password** and **Repeat New Password**, then click **Update Password**. A green box says "Your
password has been successfully updated!"

* The password must be 8 to 99 characters, and the two fields must match.
* There is no "current password" field: being signed in is the proof that it is you.
* It cannot be the same as your current password.
* "This password is too weak. Use at least 8 characters and mix letters, numbers and symbols." means you should
  choose a stronger one.
* If a yellow **Reauthentication Required** box appears, sign out, sign in again, and then change the password.

### Multi-Factor Authentication (two-factor sign-in)

Two-factor sign-in adds a second check after your password: a 6-digit code from an authenticator app on your phone
or from a password manager. The code changes every few seconds, so someone who steals your password still cannot
get in.

<Steps>
  <Step title="Click Setup a new Factor">
    In the **Multi-Factor Authentication** card, click **Setup a new Factor**.
  </Step>

  <Step title="Name it">
    In **A memorable name to identify this factor**, type a name you will recognise later, for example "iPhone".
    Click **Set factor name**.
  </Step>

  <Step title="Scan the QR code">
    Scan the QR code with your authenticator app or password manager.
  </Step>

  <Step title="Enter the code">
    Type the 6-digit code the app shows and click **Enable Factor**. You see "Factor successfully enrolled".
  </Step>
</Steps>

From then on, every sign-in asks for a code. Only authenticator-app codes are offered; there is no text-message
option.

Once you have a factor, the card lists it with its **Factor Name**, **Type** and **Status**. To remove one, click
its **X** button (**Unenroll this factor**) and confirm with **Yes, unenroll factor**. You can no longer use that
factor to sign in.

If you have no factor, your dashboard shows a reminder, "Add a second step to your sign-in", with a link **Set up
two-step sign-in**. It is a reminder, not a requirement. You can dismiss it; it may show again on another device.

<Tip>
  Use a password manager that keeps your codes in sync across devices. If you lose your phone, you still have the
  codes elsewhere.
</Tip>

### Passkeys

If your Profile shows a **Passkeys** card, you can sign in without a password using your device's fingerprint,
face unlock or a security key.

* Click **Add a passkey** and follow your browser's prompt. You see "Passkey successfully registered".
* Each passkey shows its name and "Added on" with the date.
* To delete one, click its **X** button (**Delete this passkey**) and confirm with **Yes, delete passkey**. You can
  no longer sign in with it.
* Once you have a passkey, the sign-in page offers **Sign in with Passkey**. A passkey signs you in to an account
  that already exists; it cannot create a new account.

### Linked Accounts

**Linked Accounts** shows the ways you can sign in.

* **Sign-in methods linked to your account** lists each method, for example "Email", with its address. When you
  have more than one, **Unlink Account** removes one. Unlinking cannot be undone.
* **Available Methods** lists what you can add:
  * **Email & Password** adds a password to your account. It is how someone who joined through an invitation
    link sets a password. It is shown when you have an email login but did not sign in with a password this time.
  * **Set Email Address** adds an email, and appears only when your account has none.
* Sign-in with Google or other social accounts is not available.

### Danger Zone: Delete your Account

**Delete your Account** permanently deletes your login and removes you from every organization you belong to.

<Warning>
  **Deleting your account is refused while you are the primary owner of an organization.** Transfer ownership
  first, on the [Members](/members#transferring-ownership) page.

  **Deleting your account does not cancel a subscription.** If you want to
  stop paying, cancel your plan on [Billing](/billing#cancelling-your-plan) first.
</Warning>

<Steps>
  <Step title="Click Delete your Account">
    A dialog with the same title opens.
  </Step>

  <Step title="Prove it is you">
    We email you a 6-digit code. Type it in to continue.
  </Step>

  <Step title="Confirm">
    Click **Delete your Account**. You see "Deleting account. Please wait...".
  </Step>
</Steps>

You are signed out and receive a goodbye email. **This cannot be undone.**

## Signing up

You sign up with an email and a password. Sign-in with Google or other social accounts is not available.

1. Open the sign-up page, **Create an account**.
2. Fill in **Email**, **Password** (8 to 99 characters; the eye icon shows what you typed) and **Repeat password**.
3. Tick "I accept the Terms of Service and Privacy Policy". This is required.
4. Click **Sign up with Email**.
5. You see **We sent you a confirmation email.** Open it and click the link to verify your address.

If you were invited, use the link in your invitation email instead: see
[Accepting an invitation](#accepting-an-invitation).

## Verifying your email

Clicking the link in the confirmation email signs you in. You land in your organization or, if you do not have one
yet, on the page to [create an organization](#creating-an-organization).

If the link does not work, you see **Authentication Error** with one of these messages:

| Message | What to do |
| - | - |
| "The email link has expired. Please try again." | Use the **Resend link** form on the same page. You see **Check your email!** when a new link is on its way. |
| "It looks like you're trying to sign in using a different browser than the one you used to request the sign in link. Please try again using the same browser." | Open the link in the browser you used to sign up. |
| "Sorry, we could not authenticate you. Please try again." | Click **Sign In** and try again. |

## Signing in

1. On **Sign in to your account**, enter your email and password.
2. Click **Sign in with Email**.
3. If you use two-factor sign-in, the page **Verify your account** asks for the 6-digit code from your app. With
   more than one factor, first choose which one to use. Click **Submit Verification Code**.

After signing in you go to the page you were trying to open, or to your dashboard.

Messages you may see:

* "The credentials entered are invalid": the email or password is wrong.
* "Please confirm your email address before signing in": click the link in your confirmation email first.
* **Invalid Verification Code**: the two-factor code was wrong or expired. Enter the current code.

## Resetting a forgotten password

<Steps>
  <Step title="Ask for a reset link">
    On the sign-in page, click **Forgot Password?**. On **Reset Password**, type your **Email Address** and click
    **Reset Password**.
  </Step>

  <Step title="Open the email">
    You see "Check your Inbox! We emailed you a link for resetting your Password." Click the link in that email.
  </Step>

  <Step title="Choose a new password">
    Type the new password twice (8 to 99 characters) and click **Reset Password**. You see "Your password has been
    successfully updated!" and go to your dashboard.
  </Step>
</Steps>

If it fails you see **Something went wrong**, often with the reason, for example that the password is too weak or
the same as the current one. Click **Retry**.

## Accepting an invitation

When an owner or member invites you, you receive an email with a link.

1. Click the link. You are signed in automatically. If you do not have an account yet, one is created for your
   invited address.
2. The page **Join** followed by the organization's name appears, with its logo if it has one.
3. Click **Continue as** followed by your email. You see "Joining organization...".
4. If your account is new, the page **Link account to sign in** asks you to add a sign-in method. Choose **Email &
   Password** to set a password, then click **Continue**.

<Note>
  If you skip step 4, the portal asks **No authentication method added**. You can continue, but your account then
  has no password. Next time, use **Forgot Password?** on the sign-in page, or add one later under **Profile**,
  **Linked Accounts**.
</Note>

Things that can go wrong:

* **Invite not found or expired**: the invitation is more than 7 days old, was removed or was already used, or you
  are signed in with a different email from the one that was invited. Ask the person who invited you to renew it,
  or to invite the email you sign in with.
* **A "page not found" message straight after clicking the link**: usually the invitation has expired or been
  removed. Ask for it to be renewed or sent again.
* **You are signed in as someone else**: under the button, use **Sign in with a different account**, then sign in
  with the invited address.
* **You are already a member**: you go straight to your dashboard.

## Creating an organization

If you belong to no organization, the portal takes you to **Create your organization** after you sign in.

1. Type an **Organization Name**. The rules are the same as for renaming: 2 to 50 characters, no special
   characters, not `settings` or `billing`. For names in other scripts, an **Organization URL** field also
   appears. See [Organization settings](/organization-settings#organization-name).
2. Click **Get Started**.

You become the organization's **primary owner**, and the portal opens its dashboard. Your assistant is set up by
our team after you choose a plan on [Billing](/billing).

If you already belong to an organization, you see **You already belong to an organization** with a button to go to
it. To create another one, open the workspace switcher, choose **Create an Organization**, type the name and click
**Create Organization**.

## Common questions

<AccordionGroup>
  <Accordion title="How do I turn on two-step sign-in?">
    **Settings**, **Profile**, **Multi-Factor Authentication**, **Setup a new Factor**. Scan the QR code and enter
    the code from your app.
  </Accordion>

  <Accordion title="I lost the phone with my authenticator app.">
    The portal has no self-service way to remove a factor you cannot reach, and sign-in will keep asking for the
    code. If your codes are in a password manager that syncs, use it on another device. Otherwise, contact us.
  </Accordion>

  <Accordion title="I changed my email but nothing happened.">
    Click the confirmation link we sent to the new address. Your email changes only after that.
  </Accordion>

  <Accordion title="It won't let me delete my account.">
    You are the primary owner of an organization. Transfer ownership on the [Members](/members) page first.
  </Accordion>

  <Accordion title="Does deleting my account cancel our subscription?">
    No. Cancel the plan on [Billing](/billing#cancelling-your-plan). Deleting your account never cancels billing.
  </Accordion>

  <Accordion title="Why is there no field for my current password?">
    You are already signed in, which proves it is you. If the portal needs a fresh sign-in, it tells you with
    **Reauthentication Required**.
  </Accordion>

  <Accordion title="I joined through an invitation and never set a password.">
    Add one under **Profile**, **Linked Accounts**, **Email & Password**, or use **Forgot Password?** on the sign-in
    page.
  </Accordion>
</AccordionGroup>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.