User Guide · Account
Settings, security and your data
Profile, password, two-factor login, notifications, and exporting or deleting your data.
| Settings tab | What you can do there |
|---|---|
| Profile | Change your name and phone number (the email address cannot be changed). |
| Security | Change your password, turn on two-factor login, see signed-in devices, or delete your account. |
| Bridge & Tally | Check the Connector and set the Tally port. |
| Display | Tick Reduce visual effects if you work over Remote Desktop. |
| Notifications | Choose in-app and email alerts for completed pushes, finished uploads and entries flagged for review, set Quiet Hours (IST) for emails, and switch Product news and offers emails on or off. |
| Data Compliance | Export the audit trail, read the retention policy, download or erase your data. |
Two-factor login
- 1In Security, click Email me a code to enable 2FA.
- 2Enter the 6-digit code we email you and click Verify & Enable.
- 3Copy the 10 backup codes and keep them somewhere safe — each works once if you cannot reach your email.
From then on, each sign-in asks for a code sent to your email. No authenticator app is needed.
Keeping your account safe
- Changing your password signs you out on every other device.
- Active Sessions lists the devices signed in to your account; log out any you do not recognise.
- Accounts created with Google can also Set a Password to sign in with email.
Your data
| What | How long we keep it |
|---|---|
| Uploaded files | 90 days, then the original file is deleted |
| Transactions | Until you delete them or your account |
| Audit logs | 8 years |
| Billing records and invoices | 7 years |
- Export my data downloads your profile, clients, uploads and transactions as a ZIP file, once a day.
- Delete My Account (under Security) switches your account off at once and erases it after 30 days. Sign in within those 30 days to keep it. Unused credits are forfeited.
- Erase my data removes everything permanently and at once. Tax invoices are anonymised, as GST law requires.
The bell at the top shows Alerts (such as failed pushes or uploads) and Notifications (such as a finished upload or a client's reply).