Manage Your Profile
Your Profile is the account control center for the details that follow you across every Sistava workspace. It keeps your identity, sign-in security, personal preferences, data requests, and account history in one place.
TL;DR
Profile manages the account details that travel with you across workspaces: email identities, security, preferences, availability, data requests, and history. Workspace roles, billing, and collaborators stay in workspace Settings. Verify an added email before making it primary.
What Profile Controls
Open Profile from the profile icon in the top-right corner. These controls belong to your account, rather than one workspace.
| Area | What you can do |
|---|---|
| Add, verify, remove, and choose the primary address for your account. | |
| Personal info | Update your name, how your AI team addresses you, working schedule, time zone, contact hours, and reply-style preference. |
| Sign-in security | Change your password when you use email sign-in and set up two-factor authentication. |
| Workspace overview | See your role in the current workspace and open any workspace you belong to in its Settings. |
| Subscription and data | Open billing, request an export, or ask to close your account and data. |
| Change history | Review changes to your profile details, including eligible changes made through your employee. |
Manage Your Email Addresses
Your primary email is where Sistava sends account messages and the address used for email sign-in. You can keep additional verified personal or work addresses on your profile, then switch the primary address when your needs change.
- Open Profile > Email addresses.
- Add an address you control.
- Open the verification message sent to that inbox and confirm it.
- Select Make primary beside a verified address when you want to use it as your primary account address.
- Remove an address only after another verified address is primary.
Verification proves you can receive mail at that address. It does not turn a direct email to an employee into an internal workspace request. Employee mail treats a bare sender address as an external contact, even when that address appears on a member's profile. Use signed-in web chat or an authenticated connection for work that needs workspace knowledge, tools, or actions.
Read Information Boundaries for the full decision model, and Mailbox for how public employee email works.
Keep Your Account Secure
Change your password
If you sign in with email and password, enter your old password and a new, unique password in Profile > Change password. Accounts that only use Google or Microsoft sign-in do not need an app password until one is set through the password recovery flow.
Turn on two-factor authentication
In Profile > Two-factor Authentication, select Set up 2FA and scan the QR code with an authenticator app. Enter the code it shows to finish setup. This adds a second check when you sign in and is strongly recommended before your workforce handles important business work.
Manage Workspaces, Roles, and Access
Your Profile shows your current role and every workspace your account belongs to. Select a workspace to open its Settings, where Owners and Admins manage collaborators, roles, seats, resource sharing, and workspace-level policies.
Your role can be different in each workspace. Adding an email address or making it primary does not change your role, let you bypass resource permissions, or grant access to another workspace.
- Read Manage Your Workspaces to create, switch, and administer workspaces.
- Read Collaborate Across Workspaces to invite people and understand roles.
- Read Control Access & Share Resources to share supported files, documents, contacts, tasks, projects, sprints, and meetings.
Billing, Data, and History
Use Manage subscription in Profile to open the billing controls for the active workspace. Account data requests are handled separately: select Export all my data to request a copy, or Delete my account and data to start an account-closure request. Sistava confirms these requests by email before completing them.
Read Export Your Data for available exports and the full account-data request process. The Change history panel records who changed your profile details and when, so you can review the result of eligible profile updates made through chat.
Good to Know
- Your profile is shared by every workspace you join, but workspaces remain isolated from one another.
- A verified email is safe to use for sign-in and account notices. It is not email-channel authentication for employee conversations.
- Your time zone, availability, and reply-style preference help your AI workforce contact you appropriately. They do not grant a collaborator access to your information.
- Account deletion and account-wide data requests require email confirmation and are handled by a person.
Frequently Asked Questions
Q: Can I use a personal and a work email on one account? A: Yes. Add each address in Profile, verify it from that inbox, and choose either verified address as primary whenever needed.
Q: Does changing my primary email change my workspace permissions? A: No. Roles, resource access, and workspace membership stay exactly the same. The change only updates your account identity and where account email is delivered.
Q: Can I email an employee from my verified personal address to do internal work? A: Not yet. A direct employee mailbox message is an external conversation, even from a verified profile address. Use signed-in web chat or an authenticated connection for internal work.
Q: Where can I see who changed my profile? A: Open Profile > Change history. It records the actor and time for recorded profile changes.
Q: Where do I manage invitations and collaborators? A: Open the relevant workspace from Profile, then use Settings > Organizations. The Workspaces guide explains the available controls.