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Personal Settings

All of the available options to customize your personal Insight Cloud experience.

Personal Settings is the screen in Insight Cloud where you manage your own account, specifically your profile picture, name, job title, email address, and password. In the product this screen is labelled General, under User Settings. It affects only your account: nothing you change here changes anything for your organization or for other users.

You may also see Personal Settings called account settings, user settings, or your profile; people usually arrive here asking "how do I change my email," "how do I update my picture," or "how do I change my password."

Applies to: Your own Insight Cloud account only.
Last reviewed: 2026-09-02

Where to find Personal Settings

  1. Select your profile avatar in the bottom-left corner of the sidebar.

  2. Choose Settings.

  3. The User Settings panel opens on General — this is Personal Settings.

What's on the General page

The page has two sections: Details and Change Password.

Details holds your profile information. As the page says, "This information will be displayed to users within the same organization."

Field

Editable

Notes

Profile Picture

Yes

"Pick an image for your account. Recommended size is 256 x 256px." Until you upload one, your initials are shown instead.

First Name

Yes

Required.

Last Name

Yes

Required.

Teams

No

The teams you belong to. Admins manage team membership on the Users page.

Roles

No

Every role you hold. Roles can be assigned to you directly or inherited from a team's default role. Admins manage roles on the Users page.

Organization

No

The organization your account belongs to.

Job Title

Yes

Optional. Intelligence uses your job title to tailor its responses to you.

Email Address

Yes

Required. Used to sign in. Changing it signs you out — see below.

Change Password sits below Details. As the page says, "Choose a strong password and don't reuse it for other accounts. Changing your password will sign you out on your devices."

Nothing on the General page saves automatically. Save Changes stays greyed out until you change something, and Cancel discards your edits.

How to update your profile

  1. Open General under User Settings.

  2. Edit First Name, Last Name, Job Title, or Profile Picture.

  3. Select Save Changes.

You'll know it worked when Save Changes turns grey and inactive again, meaning there are no unsaved edits left on the page. You will also see a confirmation toast message.

How to change your email address

You can change your own email address — you don't need an admin to do it for you. Because your email is what you sign in with, saving a new one ends your session.

  1. Open General under User Settings.

  2. Replace the value in Email Address. A warning appears under the field: "Warning: Changing this email will require the user to re-authenticate by logging in again once the new email has been saved. Click cancel to discard your changes."

  3. Select Save Changes to confirm, or Cancel to discard the change and keep your current email.

You'll know it worked when you are signed out and can sign back in with the new email address and your existing password.

How to change your password

  1. Open General under User Settings and scroll to Change Password.

  2. Enter your current password.

  3. Enter your new password. It must be at least 12 characters and include at least one lowercase letter, one uppercase letter, one number, and one special character.

  4. Confirm the new password.

  5. Select Change Password.

You'll know it worked when you are signed out of Insight Cloud on your devices and can sign back in with the new password.

If your new password doesn't meet the requirements, Insight Cloud won't accept the change. Your password will not be updated until every requirement is met.

Limits and what Personal Settings can't do

  • Personal Settings does not let you change your Teams, Roles, or Organization. These are read-only here; an admin changes them on the Users page in Administration.

  • Personal Settings cannot change your role or grant you access to an app. If you need different access, ask your organization admin.

  • Personal Settings does not contain notification settings. What notifications you receive is controlled by the gear icon inside the Notification Center, not here.

  • Personal Settings cannot change another person's profile. It only ever affects your own account.

  • Changing your password or your email address always signs you out. There is no way to make either change without re-authenticating.

  • You cannot change your password without knowing your current one. If you've forgotten it, use the forgot-password option on the sign-in screen instead.

Personal Settings vs. Organization Settings

Personal Settings affects only your own account. Organization Settings, reached from Admin in the sidebar, is where admins manage the whole workspace — users, teams, roles, apps, etc. If a setting affects anyone other than you, it isn't in Personal Settings.

If something on the General page isn't working

  • A field you expected to edit is read-only. Teams, Roles, and Organization are read-only for everyone. Ask your organization admin to change them from the Users page.

  • Save Changes is greyed out. That means Insight Cloud hasn't detected a change yet. Edit a field and it becomes available.

  • Your password change is rejected. Check the new password against all five requirements: 12 characters minimum, and at least one lowercase letter, one uppercase letter, one number, and one special character.

  • You can't sign in after changing your email. Use the new email address with your existing password. If that fails, contact your organization admin.

Related articles

  • Login Methods — activating your account, signing in, SSO, and resetting a password you've forgotten

  • API Keys — the other tab in User Settings, for authenticating SBT and the Seek API

  • Notification Center — where to turn notification types on and off, which is not in Personal Settings

  • Roles — what the roles listed on your profile actually control

  • Users — the admin-side page where teams and roles are assigned

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