Account

What the Account page is for

The Account page is your personal staff profile. It controls how you sign in, the personal and billing details shown on your profile, the date format you see throughout the admin panel, the signature appended to your ticket replies, your password, and which devices currently hold an active session. Everything here affects only your own user. Platform-wide configuration lives under Settings.

How to reach it

Click the profile card at the top of the left sidebar — the small panel showing your avatar, name, and email. It opens the Account page. If your administrator has hidden that card, you can also reach your account through the account switcher in the top header bar.

The page has two parts: a profile header across the top, and a section menu down the left side with five sections — Profile, Preferences, Ticket Signature, Security, and Sessions. Click any section to switch the panel on the right.

The profile header

The header summarizes who you are and lets you manage your avatar:

• Avatar — shows your uploaded picture, or your initials on a colored tile if you have not set one.
• Camera button (bottom-right of the avatar) — opens a file picker to upload a new picture. Accepted formats are JPEG, PNG, GIF, and WebP, up to 5 MB.
• Delete button (red trash icon, top-right of the avatar) — appears when you hover over the avatar and an image is already set. It removes your picture after a confirmation prompt.
• Name, email, phone, company — a read-only summary of your details (phone and company show only if filled in).
• Administrator badge — a purple pill indicating your staff role.

Profile section

This is the default section. It holds two cards: Personal Information and Billing Address.

1. Edit any of the fields you want to change.
2. Click Save Changes at the bottom. The button shows Saving… while it works and confirms when done.

Unlike the Preferences section, the Profile fields are not saved automatically — you must click Save Changes.

Profile section fields

Field	What it does
First Name	Your given name, shown in the header and on ticket replies.
Last Name	Your family name.
Email Address	The address you sign in with and receive staff notifications at.
Phone Number	Optional contact number shown on your profile.
Company	Optional company name shown on your profile.
Street Address	Billing address line, used on invoices.
City	City for your billing address.
State / Province	State or province for your billing address.
Postal Code	ZIP or postal code for your billing address.
Country	Country for your billing address.

Preferences section

Preferences currently holds a single control: Date Format. It sets how dates are displayed throughout the admin panel for your account.

• Use platform default — follow the format your installation is configured to use.
• MM/DD/YYYY (US) — month-first US style.
• DD/MM/YYYY (International) — day-first international style.

This setting saves the instant you pick a new value — there is no separate save button. A short confirmation appears, and the new format takes effect across the panel.

Ticket Signature section

Your ticket signature is a block of formatted text automatically added to the bottom of the ticket replies you send. Use it for your name, role, and any standard closing.

1. Use the Enable Signature toggle at the top to control whether your signature is appended to replies. When on, it is added automatically.
2. Compose your signature in the editor below. The editor offers Visual, Source, and Preview modes so you can write with formatting, edit the underlying markup, or check how it will look.
3. Click Save Signature to store your changes.

The signature applies only to your own outbound ticket replies. It does not change automated system emails or other staff members' replies. To learn how replies work, see Tickets.

Security section

This section has two cards: Change Password and Two-Factor Authentication.

Change your password

1. Enter your Current Password. Use the eye icon to reveal what you typed if needed.
2. Enter a New Password — it must be at least 8 characters.
3. Re-type it in Confirm New Password.
4. Click Update Password. The button stays disabled until all three fields are filled, and it reports an error if the new password is too short or the two new entries do not match.

Two-Factor Authentication

The Two-Factor Authentication card shows the current status of 2FA for your account — it reads 2FA is not enabled. The enable action is labelled Coming Soon and the button is not yet active.

Sessions section

The Sessions section (titled Active Sessions) lists every device that currently holds an active sign-in to your account, so you can spot and end sessions you do not recognize. Each entry shows:

• IP address the session is connected from.
• Device type — a monitor icon for desktop or a phone icon for mobile, plus a short description of the browser/device.
• Last active time.
• A Current badge on the session you are using right now.

To end a single session, click the sign-out (exit) button on that row. To end every other session at once, click Revoke All at the top right; a confirmation prompt warns that it will log you out of all other devices.

Your current session has no revoke button. You cannot end the session you are using from this list — to end it, use the sign-out option in the account switcher in the top header instead. Revoking sessions is the right move after losing a laptop or signing in on a shared computer.

Tips and notes

• The header bar's account switcher remembers up to 5 recently used accounts, so you can move between different sign-ins without re-entering credentials each time.
• Changes in the Profile section are not saved until you click Save Changes; the Preferences date format saves on change.
• If your avatar upload is rejected, check that the file is a JPEG, PNG, GIF, or WebP and is under 5 MB.

Related

Settings · Tickets · Notifications · Activity Log