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Personal settings

See your account and role, turn two-step verification on or off, manage backup codes, prune what the assistant remembers about you, and switch to dark mode.

Where
  1. Settings
Who
  • Everyone

Settings is your own page — every role has one. Open it from the sidebar (Personal › Settings) or from the account menu (your name at the top right › Settings). Company details are not here; see Company settings.

📷 Screenshot spot — Settings with Your account filled in and the Two-step verification panel showing the QR code during setup

Save as static/img/screenshots/start-personal-settings.png and replace this box with ![Personal settings](/img/screenshots/start-personal-settings.png)

Your account​

FieldWhat it shows
NameYour full name.
EmailYour login. It cannot be changed.
RoleYour company role, which decides what you can do. See Roles and permissions.
DesignationYour job title, if one was entered when you were added.
PermissionsHow many permissions your role holds.

These are read-only. There is no screen to edit your name or designation yet; for a correction, ask your Company Admin to email support@zaptiz.com.

Turn on two-step verification​

Two-step verification adds a 6-digit code from an authenticator app to your sign-in, so a stolen password is not enough on its own. It is available to every role.

  1. In the Two-step verification panel, click Turn on. A QR code appears.
  2. Scan it with Google Authenticator, 1Password, Authy or any app that shows 6-digit codes. If your phone cannot scan, click Can't scan? Show the setup key and type the key into the app.
  3. Enter the code the app shows in Code from your app.
  4. Click Turn on.
  5. Ten backup codes appear. Click Copy all, save them somewhere other than your phone, then tick I have saved these codes somewhere safe. and click Done.

Nothing changes about your sign-in until step 4 succeeds, so cancelling halfway is safe. You get an email whenever two-step verification is turned on or off.

warning

Backup codes are shown once. Zaptiz keeps only a scrambled copy and cannot show them again. If you lose your phone and your backup codes, you cannot sign in — email support@zaptiz.com.

Use and replace backup codes​

Each backup code signs you in once, typed into the same box as the app's code. The panel shows how many you have left and when two-step verification was turned on. At two or fewer it warns You are nearly out of backup codes.

To get a fresh set:

  1. Click New backup codes.
  2. Enter the current code from your authenticator app.
  3. Click Generate new codes, then save the new set as above.

Every old code stops working the moment the new set is made.

Turn off two-step verification​

  1. Click Turn off.
  2. Enter Your password and a Code — from your app, or a backup code.
  3. Click Turn off.

Both are needed; a password alone or a code alone is refused, and the message does not say which was wrong.

What the assistant remembers​

If you use the Assistant, this panel lists every fact it keeps about you — up to 30 — such as "my default project is Tower B". These are used in every conversation.

  • To add one, tell the assistant "remember …".
  • To delete one, click the bin icon (Forget this) beside it, or say "forget …" in the chat.

Dark mode​

Account menu › Dark mode. It switches at once and is remembered by the browser you set it in, so your phone and your laptop can differ.

Change your password​

There is no change-password form in Settings. To change it, sign out, click Forgot password? on the sign-in page and follow the emailed link — see Signing in. This signs you out on every device, which is what you want if you suspect someone else knows the old one.

For Company Admins​

Your Settings page also has a People panel, where you can change roles and add people. It is covered in Users and roles.

Messages you may see​

MessageWhat to do
That code did not match. Check that your phone's clock is set automatically, then enter the current 6-digit code.Set your phone's date and time to automatic and use the code currently on screen.
That did not verify. Check your password and your code, then try again.When turning off: one of the two is wrong. Retype both.
That code is not right. Try again.When generating new codes: use the current code from your app.
Too many incorrect codes. Try again in about 15 minutes.Five wrong codes pause checks. Wait, then try again.
Two-factor authentication is already on. Turn it off first to set up a new device.To move to a new phone, turn it off and on again from the new phone.