Account Settings
The Account Settings page is where you manage your personal details, authentication methods, and security preferences within the platform. From here, you can update your contact information, configure authentication options, export personal data, or delete your account if needed.
This section ensures you have full control over your account and security settings.
How to Access Account Settings
You can access the Account Settings page from the user context menu in the upper right corner of the header.
Steps:
- Click on your profile icon in the upper right corner.
- Select Account Settings from the dropdown menu.
You will be redirected to the Account Settings page, where different sections allow you to configure various aspects of your account.
Personal Information
The Personal section allows you to manage your user profile, including basic details such as your name, email address, and phone number.
Here, you can:
- Update your name and contact information.
- View your role within the system.
- Configure and manage your authentication methods for secure access.
- Export your personal data if needed.
- Delete your account permanently.
Configure Authentication Methods
Authentication methods are used to verify your identity on the platform. You can configure one or multiple authentication methods using either email or SMS.
When an authentication method is enabled, a One-Time Passcode (OTP) will be sent to your selected method (email or SMS) for secure access.
Steps to Configure an Authentication Method
- Navigate to the Personal tab within the Account Settings menu.
- Scroll down to the Authentication Method section.
- Choose between Email and SMS.
A green checkmark indicates that a method is currently active.
- Click on the desired method to expand the settings.
- Enter your email address or phone number, then press Enter.
Your selected authentication method is now active, and the system will display the registered email or phone number.
Steps to Delete an Authentication Method
- Navigate to the Personal tab within the Account Settings menu.
- Scroll down to the Authentication Method section.
- Locate the configured authentication method (email or SMS).
A green checkmark indicates the method is currently active.
- Click on the method to expand the settings.
- Click on the Delete icon next to the method you want to remove.
The authentication method will now be removed from your account.
The ZaveIT platform does not use or store passwords; it relies only on One-Time Passcodes (OTPs).
Export Personal Data
If needed, you can export your personal data linked to your account. This allows you to download a copy of your personal details.
Steps to Export Personal Data
- Navigate to the Personal tab in the Account Settings menu.
- Scroll down to the Download Your Information section.
- Click on the Download button.
Your personal data will be downloaded for review.
Delete Your Account
The Personal tab also provides an option to delete your account. When selected, your personal account and all associated data will be marked as deleted and will no longer be available in the platform.
Steps to Delete Your Account
- Go to the Personal tab in the Account Settings menu.
- Scroll down to the Delete Your Account section.
- Click the Delete Account button.
- Follow the verification process.
- Confirm your choice by selecting Yes when prompted.
Your account will be permanently deleted, and you will be automatically signed out.
Deleting your personal account does not affect your company account or tenant within the system.
- Your personal data will be retained for a 14-day grace period before permanent deletion.
- Some personal information may be retained after account deletion to comply with legal regulations.
- If your administrative user has been deleted, contact your service provider for assistance.