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Your account settings

Find your profile, security, preferences, plan and developer tools under Settings.

Settings belongs to your signed-in account, not to a shared workspace. It has five tabs, and each tab can hold more than one page.

Find the right tab

  1. Open Settings from the left navigation. It opens on Profile.
  2. Profile holds your photo, name, email, timezone, newsletter choice and billing details, plus your referral link when the program is on. Choose Save profile when you are done.
  3. Security holds Sign in and two factor, your password, your email safety code and where you are signed in. Activity log and Delete account are on the same tab.
  4. Preferences holds General, for how your lists open, statistics and email alerts, and Lead emails, for who gets an email when a card receives a lead.
  5. Plan and billing holds Plan and Payments. Setup orders and Referrals show there when they apply to you.
  6. Developers holds API keys, and Lead webhooks when your plan includes them.
  7. Use Teams for shared workspace membership and card access. Settings does not change another person’s team role or shared resources.
Account Security tab with the Settings link in the sidebar, the plan chips, the tab row and the summary panel marked with numbers 1 to 4.
  1. Settings in the sidebar opens your account.
  2. These chips show your plan and what you are using.
  3. Each tab holds one group of options.
  4. This panel sums up the page you are on.
Settings opens your account, and each tab along the top holds one group of options.
Profile tab with the Photo, Name, Email and Timezone fields filled in for Jordan Vega, with the current portrait on the right.
Profile holds your photo, name, email and timezone.

Good ways to use this

  • Keep your account email current so recovery, support, and notifications reach the right inbox.
  • Review personal preferences after joining a shared workspace so your own profile stays accurate.
  • Use Settings for the signed-in person. Use Teams for shared workspace membership.

Common questions

Does Settings change team resources?

No. Settings apply to your signed-in account. Shared workspace resources are managed from their own product pages.

Where are billing settings?

Billing and plan details are owner-level areas. Under Plan and billing, use Plan to manage the payment method, and use Payments for billing history.

If something looks wrong

  • If an owner-only control is missing, switch back to Personal and confirm you are signed in as the account owner.
  • If profile updates do not save, review required fields and try again from a fresh page load.

Keep going

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