Documentation

Account Settings

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

Account Settings

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

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
  • AI chatbot for immediate assistance
  • 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.