# Account Settings

Control personal profile, company defaults, password changes, team access, and account notifications. Read the Account guide in Hello Alex documentation.

Canonical HTML: https://docs.helloalex.ai/article/account-settings-overview

Path: [Documentation](/) / [Account](/account)

## Overview

Account settings centralize identity, company defaults, password updates, team access, and notification controls so operational changes stay intentional and traceable.

## How it works

- Profile and company fields establish contact, identity, and import defaults for dashboard workflows.
- Security, users, and notification settings define password changes, access boundaries, and operational email alerts.

## Important fields

- **Contact email:** Receives billing receipts and critical workspace alerts.
- **Default import country:** Used to normalize phone numbers during CSV imports.

## Use cases

- Owner profile maintenance
- Security hardening for active workspaces

## Tips

- Good to know: stale contact emails are a common reason low-balance or incident alerts are missed.

## My Profile

Personal profile data determines where operational communication is delivered.

Confirm your primary email can receive billing and support notifications.

- Name and email updates keep ownership and contact records accurate across billing and support workflows.
- Saved profile values become defaults used by account-level notifications and identity displays.
- **Contact email:** Receives billing receipts and alerts.
- Good to know: profile updates should be reviewed after role or ownership changes.
- Owner contact refresh
- Admin handoff preparation

## Company Profile

Company profile values influence defaults used in imports and scheduled workflows.

Align timezone and locale defaults with your active launch geography.

- Workspace identity and locale settings are saved at the company layer for consistent multi-user behavior.
- Timezone and import defaults reduce avoidable formatting and scheduling mismatches across teams.
- **Timezone:** Used for scheduled launches.
- Good to know: default import country is especially helpful for teams handling mixed CSV sources.
- Multi-team scheduling consistency
- Import normalization

## Security

Security settings let workspace owners change account passwords without leaving the dashboard.

Update passwords after team turnover or if you suspect credential exposure.

- The Security tab accepts your current password plus a new password and confirmation before saving.
- Password updates apply immediately to your login credentials for the client dashboard.
- **Current password:** Required to authorize a password change.
- **New password:** Must meet the platform password requirements shown in the form.
- Good to know: two-factor authentication and active session management are not available in the dashboard today.
- Routine credential rotation
- Post-incident password reset

## Users

User management ties access to responsibility so workflows remain secure and auditable.

Review each member's permissions against current responsibilities before your next campaign cycle.

- Invites grant entry through role assignment, while feature toggles constrain what each member can access.
- Role and access updates apply centrally, preventing inconsistent permissions across feature groups.
- **Role:** Owner vs Member access levels.
- Good to know: least-privilege access lowers accidental launch risk without slowing specialist work.
- New teammate onboarding
- Permission right-sizing

## Notifications

Notification policy decides who learns about operational events in time to act.

Enable critical alerts for owners and validate delivery with a controlled test event.

- Alert toggles map events like low balance and launch summaries to email recipients for proactive response.
- Saved preferences create a predictable communication loop across billing, calling, and campaign activity.
- **Low balance alerts:** Email when credits are low.
- Good to know: alert fatigue drops when only actionable notifications are enabled per role.
- Low-balance prevention
- Launch oversight

## Next step

Verify profile, company defaults, and key alert settings before your next scheduled launch window.

## Related documentation

- [More Account guides](/account)
- [Support Tickets](/article/support-tickets-overview) — Open, track, and resolve requests that need human support follow-up.
- [Team Management](/article/team-management-overview) — Assign workspace access intentionally to reduce risk and preserve operator focus.