Account and settings
Manage your Persate profile, security, notifications, and personal preferences.
Open the profile menu in the top navigation and select Settings. The settings dialog opens over the current page, so closing it returns you to your work.
Settings sections
- Account — profile photo, display name, email, workspace role, and group memberships.
- Security & Privacy — password, two-step verification, sessions, trusted browsers, and login history.
- Notifications — email, alert-match, daily-report, and Advisor notification preferences.
- Preferences — theme, Advisor output style, feature banners, procedural votes, and Editor import defaults when available.
- Analysis — future synchronization and suggestion controls. These rows are currently marked Coming soon.
Settings are personal unless the row explicitly describes a workspace-managed value. Role, group membership, feature access, and organization policy are controlled by an administrator.
Save and error behavior
Most toggles save immediately. Display-name and form changes require their visible confirmation button. If a save fails, Persate restores the previous value and shows an error; retry once after checking the connection.
Pages in this section
- Account — identity, email, role, and groups.
- Security and privacy — password, authenticator, sessions, and trusted browsers.
- Preferences and notifications — active preferences and rows that are not yet available.