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Personal Settings

Overview

Manage your personal account settings

Personal Settings let you manage your profile, security, and account preferences.

Accessing Personal Settings

Click Personal under Settings in the sidebar to access Personal Settings. Security and Elsa AI Chat are also direct links under Settings -- each opens its own dedicated page.

Settings Sections

Quick Overview

SectionWhat You Can Do
PersonalEdit name, phone, timezone, view email
SecurityReset password, view security tips
Elsa AI ChatConfigure AI chat credentials and preferences
Danger ZoneDelete your account

Personal vs Organization Settings

Setting TypeLocationScope
PersonalPersonal SettingsOnly affects you
SecuritySecurity SettingsOnly affects you
Elsa AI ChatElsa AI Chat SettingsOnly affects you
OrganizationOrg SettingsAffects all members

Personal Settings

  • Your name and contact info
  • Your password
  • Your timezone preference
  • Your account deletion

Organization Settings

  • Organization name and branding
  • Team members
  • Billing and subscription
  • Integrations
  • Hierarchy structure

Your personal timezone affects how dates appear in your view. The organization timezone affects pipeline schedules and reports.