# 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.

Source: https://plexiidesk.com/help/settings-account
Section: Account, plans and support > Sign-in and security
Plans: All plans
Updated: 2026-10-15

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](https://plexiidesk.com/help/account-sign-in).

## Open the Account tab

1. 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**.
2. 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](https://plexiidesk.com/help/billing-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](https://plexiidesk.com/help/account-sign-in#sign-out).

### Your name

Your first and last name are how you appear in mentions, chat and meeting invitations, and to your team.

1. Change **First name** and **Last name**. Each can be up to 40 characters.
2. 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](https://plexiidesk.com/help/account-two-factor).

### Body double

On the Pro and Team plans, the tab also has your body doubling preference. See [Set your body doubling preference](https://plexiidesk.com/help/settings-account-body-double).

## 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](https://plexiidesk.com/help/account-sign-in).

## Where to find other account tasks

| To | Go to |
| --- | --- |
| Change your password | [Reset a forgotten password](https://plexiidesk.com/help/account-forgot-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](https://plexiidesk.com/help/plans-and-pricing) and [Change or cancel your plan](https://plexiidesk.com/help/billing-change-or-cancel) |
| Check your AI credits | **Settings** > **AI**. See [AI credits and where your AI runs](https://plexiidesk.com/help/ai-credits). |
| See your organisation | **Settings** > **Organisation**. See [Organisation settings and switching workspaces](https://plexiidesk.com/help/settings-organisation). |
| Back up your work | **Settings** > **Data**. See [Back up and restore your workspace](https://plexiidesk.com/help/data-backup-restore). |
| Delete your account | [Delete your account](https://plexiidesk.com/help/account-delete) |

## 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](https://plexiidesk.com/help/billing-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](https://plexiidesk.com/help/help-getting-help) 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](https://plexiidesk.com/help/billing-upgrade).

## Related tasks

- [Create an account and sign in](https://plexiidesk.com/help/account-sign-in)
- [Turn on two-factor authentication](https://plexiidesk.com/help/account-two-factor)
- [Reset a forgotten password](https://plexiidesk.com/help/account-forgot-password)
- [Plans and pricing: Free, Pro and Team](https://plexiidesk.com/help/plans-and-pricing)
- [Delete your account](https://plexiidesk.com/help/account-delete)