Documentation

Account Settings

Manage your personal account settings, security, and preferences in SAMS.

Your account settings control your personal preferences, security configuration, and billing information. Access your settings at /app/settings/ to customize your SAMS experience.

General Settings

Profile Information

Manage your basic profile information at /app/settings/general/:

Personal Details

  • Full Name: Your display name across the platform
  • Email Address: Primary email for account communication
  • Profile Avatar: Upload a custom profile picture
  • Time Zone: Set your preferred time zone for scheduling and timestamps

Preferences

  • Language: Choose your preferred interface language
  • Theme: Select light or dark mode (or automatic based on system preference)
  • Notifications: Configure email and in-app notification preferences
  • Default Organization: Set which organization to show when logging in

Communication Preferences

Control how SAMS communicates with you:

  • Product Updates: Receive announcements about new features
  • Security Alerts: Important security notifications (recommended to keep enabled)
  • Billing Notifications: Payment confirmations and billing reminders
  • Marketing: Optional promotional emails and newsletters

Security Settings

Security Settings

Access security settings at /app/settings/security/ to protect your account:

Password Management

Change Password

  • Update your account password
  • Requires current password verification
  • Password strength indicators and requirements
  • Automatic logout from other sessions after change

Password Requirements

  • Minimum 8 characters
  • Mix of uppercase, lowercase, numbers, and symbols
  • Cannot reuse last 5 passwords
  • Regular password change recommendations

Two-Factor Authentication (2FA)

Enhance account security with 2FA:

Setup Process

  1. Navigate to Security Settings
  2. Click "Enable Two-Factor Authentication"
  3. Scan QR code with authenticator app (Google Authenticator, Authy, etc.)
  4. Enter verification code to confirm setup
  5. Save backup codes in secure location

Backup Codes

  • 10 single-use backup codes generated during setup
  • Use if authenticator app is unavailable
  • Generate new codes if original set is compromised
  • Store securely (password manager recommended)

Supported Authenticator Apps

  • Google Authenticator
  • Authy
  • Microsoft Authenticator
  • 1Password
  • Bitwarden
  • Any TOTP-compatible app

Passkey Authentication

Set up passwordless authentication using passkeys:

What are Passkeys?

  • Modern authentication using biometrics or device PIN
  • More secure than passwords
  • Faster login experience
  • Syncs across your devices

Setting Up Passkeys

  1. Navigate to Security Settings > Passkeys
  2. Click "Add Passkey"
  3. Follow browser prompts to create passkey
  4. Use biometric authentication or device PIN
  5. Test login with new passkey

Managing Passkeys

  • View all registered passkeys
  • Add multiple passkeys for different devices
  • Remove compromised or unused passkeys
  • Set passkey as primary authentication method

Session Management

Monitor and control your active sessions:

Active Sessions

  • View all devices and locations where you're logged in
  • See last activity timestamp for each session
  • Identify suspicious or unknown sessions
  • Remotely log out from specific sessions

Session Security

  • Sessions expire after 30 days of inactivity
  • Force logout from all sessions when password changes
  • Location and device information for security monitoring
  • Automatic session termination for security events

Connected Accounts

Manage social login connections:

Social Providers

  • Google, GitHub, Microsoft, and other OAuth providers
  • Link multiple providers to your account
  • Use any connected provider for login
  • Maintain account access if one provider is unavailable

Managing Connections

  • Add new social login providers
  • Remove unused or compromised connections
  • See last login time for each provider
  • Primary email address management across providers

Billing Settings

Manage your personal billing information at /app/settings/billing/:

Payment Methods

Adding Payment Methods

  • Credit/debit cards (Visa, MasterCard, American Express)
  • Bank account (ACH) for US customers
  • PayPal for supported regions
  • Wire transfer for enterprise accounts

Payment Method Management

  • Set default payment method
  • Update card information and expiration dates
  • Remove old or unused payment methods
  • Secure storage with PCI compliance

Billing History

Access your complete billing history:

  • Personal Subscriptions: Individual plan charges
  • Organization Billing: Charges for organizations you administrate
  • Invoice Downloads: PDF receipts for accounting
  • Tax Information: Support for tax reporting and compliance

Subscription Management

If user-level billing is enabled:

  • Current Plan: View your active subscription
  • Plan Changes: Upgrade or downgrade your plan
  • Usage Monitoring: Track usage against plan limits
  • Cancellation: Cancel subscriptions with proper notice

Privacy and Data

Data Export

Request copies of your personal data:

  • Profile Information: Basic account details
  • Activity Logs: Your platform usage history
  • Organization Data: Data from organizations you own
  • Export Format: JSON or CSV formats available

Data Deletion

Control your data retention:

  • Account Deletion: Permanent removal of your account
  • Data Retention: Understanding what data is kept and for how long
  • Organization Impact: How account deletion affects organizations you own
  • Grace Period: 30-day recovery window for accidental deletions

Privacy Controls

Manage your privacy settings:

  • Profile Visibility: Control who can see your profile information
  • Activity Tracking: Opt out of non-essential analytics
  • Data Sharing: Control how your data is used for product improvement
  • Cookie Preferences: Manage tracking and analytics cookies

Advanced Settings

API Access

Manage your personal API access:

  • API Tokens: Generate tokens for personal integrations
  • Token Scopes: Control what your tokens can access
  • Usage Monitoring: Track API usage and rate limits
  • Documentation: Access personal API documentation

Developer Settings

For developers and power users:

  • Webhook Endpoints: Set up personal webhooks
  • Beta Features: Opt into experimental features
  • Debug Mode: Enhanced logging for troubleshooting
  • API Versioning: Choose which API versions to use

Account Deletion

Danger Zone

Critical account actions at /app/settings/danger-zone/:

Account Deletion Process

  1. Backup Data: Export important information first
  2. Organization Transfer: Transfer ownership of organizations you own
  3. Confirmation: Multiple confirmation steps required
  4. Grace Period: 30-day recovery window
  5. Permanent Deletion: Complete removal after grace period

Before Deleting Your Account

  • Export any important data
  • Transfer ownership of organizations
  • Cancel active subscriptions
  • Inform team members of your departure
  • Update any integrations using your API tokens

What Happens When You Delete Your Account

  • Immediate logout from all sessions
  • Profile information marked for deletion
  • 30-day grace period for recovery
  • Organization ownership transferred or organizations deleted
  • API tokens immediately invalidated
  • Billing history preserved for legal compliance

Troubleshooting

Common Issues

Login Problems

  • Reset password if forgotten
  • Check 2FA codes are time-synchronized
  • Clear browser cache and cookies
  • Try alternative login methods (social, passkey)

2FA Issues

  • Use backup codes if authenticator unavailable
  • Re-sync authenticator app time settings
  • Reset 2FA with email verification
  • Contact support for recovery assistance

Billing Problems

  • Verify payment method is current
  • Check billing address information
  • Review failed payment notifications
  • Contact support for billing disputes

Getting Help

Self-Service Resources

  • Comprehensive documentation and guides
  • Community forums and user discussions
  • Video tutorials and walkthroughs

Support Channels

  • Email support for account issues
  • Live chat during business hours
  • Security incident reporting
  • Billing and payment support

Security Best Practices

Account Security

  1. Strong Authentication: Use 2FA and passkeys
  2. Unique Passwords: Don't reuse passwords from other sites
  3. Regular Reviews: Monitor sessions and connected accounts
  4. Prompt Updates: Keep contact information current

Privacy Protection

  1. Data Awareness: Understand what data you're sharing
  2. Regular Exports: Backup important data regularly
  3. Permission Reviews: Check app and integration permissions
  4. Privacy Settings: Regularly review and update privacy controls

Operational Security

  1. Session Hygiene: Log out from public/shared computers
  2. Device Security: Use device locks and encryption
  3. Network Safety: Avoid public WiFi for sensitive operations
  4. Incident Reporting: Report suspicious activity immediately

By properly configuring your account settings, you can ensure a secure, personalized, and efficient SAMS experience tailored to your needs and preferences.

Account Settings | Documentation | SAMS