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Account Settings ​

Account Settings is where you manage your personal account in Privata: your identity, security, connected integrations, and notification preferences. Open it from Profile in the top-right profile menu.

INFO

Account Settings covers account-level settings. It is not used to manage projects, collections, or generated content directly. Company-wide configuration lives in Company Profile Settings, and team management lives in Company Users.

The page is organized into three tabs: Profile, Integrations, and Preferences.

Profile Tab ​

Identity ​

The Identity section holds your personal information:

  • First name and Last name
  • Email address: read-only; contact support if it needs to change
  • Username: read-only and auto-generated
  • Phone number: used for MFA, with a Verified or Verification Required badge
  • Expertise: used to route compliance review tasks to you automatically
  • Member since: the date you joined

Select Save changes to apply updates.

TIP

Saving a changed phone number clears its verification and sends a new code the next time you sign in, so keep it current.

Security ​

The Security section manages how you sign in:

  • Password: select Change password to update it. (If you have forgotten your current password, use the password-reset flow from the sign-in page instead.)
  • Two-factor verification: a code is sent by SMS to your phone number to confirm sign-in; you can also request the code by email.

Organization ​

If you created your company workspace, the Organization section lets you Join a company: if another organization has invited you, enter your invite code to merge your account into their company.

Integrations Tab ​

The Integrations tab connects external services to Privata:

  • Salesforce (CRM)
  • Google Drive (cloud storage)

Connecting a service lets you import content into your collections and save generated documents to that destination. You can connect or disconnect a service at any time. See also Connected Content.

Preferences Tab ​

The Preferences tab manages your notification preferences, including the email notifications you receive, such as task assignments.

Deleting Your Account ​

Account Settings includes a Danger Zone with the option to delete your account. Choosing Delete My Account opens a confirmation that requires you to type DELETE before the request is submitted. Deleting your account permanently removes your projects, documents, collections, and profile information.

DANGER

Account deletion is permanent and cannot be undone. Export or save anything important before you confirm.

Best Practices for Managing Your Account ​

  • Keep your name and phone number current, and re-verify promptly if your MFA number changes.
  • Set your Expertise so compliance review tasks route to you correctly.
  • Change your password immediately if you believe your credentials may be compromised.
  • Review your notification preferences so you receive task and review alerts.

What to Do Next ​

After updating your account, you may want to continue to: