Manage your profile, notifications, and data

What you will accomplish

Find the correct Settings area for personal identity, workspace preferences, notifications, privacy, exports, imports, audit activity, and permanent account actions.

Before you start

• Open /settings and confirm the active account or organization.
• Organization identity, team access, and billing may require owner or administrator permission.
• The sign-in email is displayed in Settings but cannot be changed from the profile form.

Update workspace and profile settings

Use Workspace & plan for plan usage, appearance, and terminology. Use Profile & access for personal identity, document issuer defaults, units, currency, password security, 2FA, and cookie preferences.

When an organization is active, Business issuer identity may be managed by the organization administrator in team settings. Personal profile changes do not replace organization identity.

Manage notifications

Open Notifications at /settings/notifications. Review in-product alerts, supported digests, and connected delivery channels. Marketing email preferences can be changed there. Billing, security, and account messages remain available because they carry required account information.

Slack and custom webhook controls appear only when the plan and role include them. A webhook sends Formuley updates to another system; confirm the destination before turning it on.

Manage data and activity

Open Data & export at /settings/data to review the backup, export, file-preview, and import tools available to the current plan. Export formats and retention depend on the plan and type of data. Review the preview and comparison results before importing records.

Use Team and Activity feed from Records & activity when the current organization and role allow them.

Review permanent account actions

The Account section contains permanent account and data controls. Read the displayed consequences, billing status, organization ownership, and identity-check requirements before continuing. Export required records first.

Check your work

• Personal profile values and document defaults show the intended information.
• Organization identity was changed only from an authorized organization setting.
• Notification and marketing preferences match the intended channels.
• Security and billing messages remain available.
• Exports came from the correct account or organization and use the expected format.
• No import or permanent account action was applied without reviewing its preview and consequences.

If something does not look right

• If a setting is missing, confirm the active plan, organization, and role.
• If the sign-in email is wrong, do not overwrite profile fields to work around it; contact support through /contact.
• If an export is unavailable, review the plan access shown on the page.
• If a notification destination is not receiving events, confirm the destination, workflow preference, plan access, and most recent delivery state.
• If organization data appears when you expected personal data, switch to the intended account or organization before exporting or changing settings.

Next steps

• Sign in, recover your password, and use 2FA
• Manage your subscription and billing
• Review /settings/data before a plan or account change.