Manage your profile and password
Your profile and sign-in details are managed on the Profile pages, separately from your organisation and billing settings. This is where you change your password, change your email address and update your contact details.
Before you begin
- You need to be signed in.
- Open the pages from Profile & security in the Profile section of the left-hand menu, or by selecting your name (Hello, …) in the top bar.
The Profile area has tabs down the side: Profile, Email, Password, Two-factor authentication and Personal data (plus External logins if you sign in with Google).
Update your profile
On the Profile tab:
- Your sign-in name is shown but cannot be edited here.
- Enter or change your Phone number.
- Select Save.
Change your password
On the Password tab:
- Enter your Old password.
- Enter your New password, then repeat it in Confirm password.
- Select Update password.
Your new password must meet the same rules as at sign-up: at least 8 characters, including an uppercase letter, a lowercase letter and a digit (and at least three different characters).
Tip: If you signed in with Google and have never set a password, you may see a Set password option instead of Change password.
Change your email address
On the Email tab:
- Your current email is shown, with a tick if it is already confirmed.
- Enter the new address in New email.
- Select Change email.
Sales Scribe sends a confirmation link to the new address. The change takes effect once you open that link, so your email always stays verified.
If your current email is not yet confirmed, this tab also offers Send verification email.
Other options
- Two-factor authentication — set up an extra sign-in code for more security.
- External logins — connect or remove a Google sign-in (shown only if external sign-in is available).
- Personal data — download a copy of your personal data or delete your account.
Troubleshooting
- "Incorrect password" when changing my password. The Old password must be your current one. If you have forgotten it, sign out and use Forgot your password? on the sign-in page.
- My new email isn't active yet. The change only completes after you open the confirmation link sent to the new address. Check your spam folder if it has not arrived.
- My new password was rejected. Make sure it meets the length and character rules above.