Account and settings
The settings modal: how to open it, the panels it contains, and what each panel covers.
The Settings modal is the single point for managing the account, security, notifications, appearance, and platform-feature defaults. It is a modal rather than a dedicated page so it stays accessible from anywhere in the application without losing the user's place.
How to open it
Three entry points lead to the same modal.
- Sidebar — selecting the gear icon at the foot of the sidebar (or the Settings entry, in the expanded layout).
- Top navbar — selecting the gear icon in the dashboard's top-right cluster.
- Mobile dock — the Profile entry on the bottom dock opens the modal in its mobile full-screen layout.
The modal opens to the Account panel by default. Some links elsewhere in the platform (e.g. the per-message depth dial in the Advisor) deep-link directly to a specific panel — the modal opens to that panel instead.
Layout
The modal occupies the centre of the screen (up to 1160 × 860 px on desktop) over a darkened backdrop. It is composed of:
- Header — the modal's title (Settings) and a subtitle reflecting the active panel.
- Sidebar (left) — the panel switcher, organised into two groups (GENERAL and PLATFORM).
- Content area (right) — the active panel.
On mobile the sidebar collapses behind a back button; selecting a panel transitions to its full-screen content with a breadcrumb at the top.
The panels
Six panels are presented across two groups.
GENERAL
| Panel | Covers |
|---|---|
| Account | Profile photo, display name, sign-in email, role, and group memberships. See Account. |
| Security & Privacy | Password, two-step verification, active sessions, login history, and data export. See Security and Privacy. |
| Notifications | Email notification preferences. See Preferences, notifications, and analysis. |
| Preferences | Appearance/theme, dismissed-banner reset, language, timezone. See Preferences, notifications, and analysis. |
PLATFORM
| Panel | Covers |
|---|---|
| Advisor | Default thinking depth for new conversations. Documented in the Advisor section's Best practices page. |
| Analysis | File-synchronisation interval and smart suggestions. See Preferences, notifications, and analysis. |
Pages in this section
- Account — managing the profile photo, display name, email address, role, and group memberships.
- Security and Privacy — password change, two-step verification setup and replacement, active sessions and login history, and the forthcoming data-export controls.
- Preferences, notifications, and analysis — appearance and language, email notification toggles, and the Analysis-panel controls (most of which are forthcoming).
The Advisor panel — default thinking depth — is documented in the Advisor section's Best practices page, since it is best understood alongside the per-message depth dial.