Manage account settings and privacy requests
Save personal details and preferences, download saved settings or ask the team for support.
Understand at a glance
Read in numbered order and open the instructions you need.
Numbers show reading order, not actual progress.
Detailed instructions
Sign in and choose Account settings in your workspace. On mobile, use the Account menu selector.
Enter your display name, organization, department or role, country or region and optional phone. Choose default language, currency, appearance and the time zone for work due dates.
Save settings stores them in your account. Cancel changes restores unsaved edits. If another tab causes a conflict, keep a copy of needed input and reload the latest settings before reviewing again.
Download account settings exports saved sign-in identity, personal details and preferences as a JSON file.
In Support and privacy requests, choose help or a privacy/account closure request and submit the details. Use the request number and Requests & applications to follow team replies and additional discussion.
All detailed instructions are expanded for printing.
Before you proceed
- Private settings are separate from public profiles, bidding company information and organization rights, and do not automatically update existing work records.
- You can change your password on this screen; doing so signs out every device except this one. The sign-in email is read-only and an operator changes it.
- Settings exports exclude projects, quotes, attachments and unsaved changes.
- A privacy or closure request does not immediately delete data or the account. The team reviews related work and shared records before reporting the result.