Account settings
The Account tab in Settings shows who you are signed in as and your plan, and is where you change your name, sign out and set up two-factor.
The Account tab in Settings is the home of your PlexiDesk account on this computer. It shows the account you are signed in to and your plan, and it is where you change the name people see, sign out and turn on two-factor authentication.
Before you start
- Plan. The Account tab is on every plan.
- Most of it needs you to be signed in. Signed out, the tab offers to sign you in. See Create an account and sign in.
Open the Account tab
- Click the gear at the right-hand end of the header. Its tooltip says Appearance settings — theme, accent colour and font, and it opens Settings.
- Click the Account tab, the second along the top.
The other tabs are Appearance, Organisation, AI, Templates, Data and Advanced. With the tabs focused, the left and right arrow keys move between them. Press Esc or click outside Settings to close it.
What the Account tab shows
Who you are signed in as
At the top: your initials, your name, and under it your email address and your plan, for example Pro plan. While you are on your free trial, it also says how many days are left, for example Free plan · trial, 12d left. See Your 14-day trial.
The plan shown is the one on your account. During the trial you have the Team plan's features whichever plan is shown.
Sign out
Sign out beside your name signs this computer out of your account straight away. Your work stays on this computer, and it syncs again when you sign back in. Your other computers stay signed in.
You can also sign out by clicking your name in the footer. See Create an account and sign in.
Your name
Your first and last name are how you appear in mentions, chat and meeting invitations, and to your team.
- Change First name and Last name. Each can be up to 40 characters.
- Click Save. It says Saved when your name has been updated.
Two-factor authentication
At the bottom of your account details, Two-factor authentication says whether it is On or Off, with Turn on or Turn off. See Turn on two-factor authentication.
Body double
On the Pro and Team plans, the tab also has your body doubling preference. See Set your body doubling preference.
When you are signed out
The tab says You are using PlexiDesk locally without an account. Click Sign in or create account to open the sign-in window. See Create an account and sign in.
Where to find other account tasks
| To | Go to |
|---|---|
| Change your password | Reset a forgotten password. A reset link works whether you have forgotten your password or want a new one. |
| See or change your plan | Plans and pricing: Free, Pro and Team and Change or cancel your plan |
| Check your AI credits | Settings > AI. See AI credits and where your AI runs. |
| See your organisation | Settings > Organisation. See Organisation settings and switching workspaces. |
| Back up your work | Settings > Data. See Back up and restore your workspace. |
| Delete your account | Delete your account |
Common questions
My plan says Free, but I have Team features. You are on your free trial. For 14 days after you create your account you have the Team plan's features. The tab shows trial and the days left. See Your 14-day trial.
I changed my name but people still see the old one. Check that you clicked Save and that it said Saved. Others see the new name as their PlexiDesk updates.
Can I change my email address? Not from the Account tab. Contact us and tell us the address you want to use.
I upgraded, but the tab still shows my old plan. Click back into PlexiDesk after paying. The plan updates when the window becomes active again. See Upgrade to Pro or Team.
Related tasks
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