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The user menu: switching between organizations, light and dark mode, editing your own details, and how two-factor authentication is set up.
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Everything that belongs to you rather than to the organization sits behind your avatar in the top right corner. Clicking it shows your name and the email address you sign in with, along with shortcuts to the settings pages you have access to.
Which shortcuts appear depends on your role. Administrators see Organization and Plan & Billing; everyone sees Users. That is not a bug when a colleague's menu looks different from yours — it reflects what each of you is allowed to open. See the users page for what each role can do.
Editing your own details
Every user can edit their own user record, whether or not they are an administrator. Open Users from your avatar menu and edit yourself to change your name, avatar image, avatar colour, phone number and timezone.
Switching between organizations
If your email address belongs to more than one organization — a consultant with several clients, or a company running separate organizations per department — a switcher appears. It is in two places depending on your screen:
- On a desktop, it is the small up-down chevron button next to the organization name in the top left.
- On a phone or small tablet, it is a Switch Organization group inside your avatar menu.
Either way it lists every organization you belong to, with the one you are currently in marked. Choosing another switches you straight into it. If you only belong to one organization the switcher does not appear at all, which is why you may never have seen it.
While an organization is on a trial, a Trial — n days left badge sits beside its name so you know where you stand without opening Plan & Billing.
Light and dark mode
The bottom of the avatar menu toggles between light and dark mode. It shows a moon while you are in light mode and a sun while you are in dark mode, labelled with the mode it will switch you to. The choice is yours alone and does not change what anyone else sees.
Two-factor authentication
Two-factor authentication is not something you switch on for yourself. An administrator requires it for a user from the users settings page, and the setup then happens the next time that person signs in.
When it has been required of you, signing in takes you to a Set Up Two-Factor Authentication screen:
- Scan the QR code with an authenticator app such as Google Authenticator, Microsoft Authenticator or 1Password.
- Save the recovery codes shown on that screen somewhere safe and away from your phone.
- Enter the six-digit confirmation code from the app to finish.
From then on, signing in asks for a code from your authenticator app after your password.
The recovery codes matter more than they look. If you lose the device with the authenticator app on it, a recovery code is how you get back in — the sign-in screen accepts one in place of a code from the app. Store them where you would store a password, not on the phone that holds the app.