Account Settings
Overview
The Account Settings page is where Root manages account-level configuration and feature flags. Individual members also manage their own profile, avatar, password, and preferences from their profile page.
Signing in
Members can sign in with an email + password, or with Google or Apple. Both social sign-in options appear on the login and create account screens.
- Google Sign In — available on all platforms.
- Sign in with Apple — available on iOS and web. Not shown on Android.
If a member created their account with email + password and then signs in with Google using the same email, the two are automatically linked — they can use either method going forward.
Personal profile (all members)
Every member can edit their own profile from the Members page → their name card → Profile tab.
| Setting | Where | Who can change it |
|---|---|---|
| First name / Last name | Profile → Edit Profile | Own profile only |
| Profile avatar (photo) | Profile → avatar upload button | Own profile only |
| Password | Profile → Security → Change Password | Own profile only |
| Theme (light / dark / system) | Profile → Preferences tab | Own profile only |
| Language | Profile → Preferences tab | Own profile only |
Changing a password immediately invalidates all other active sessions for that member — they will need to log in again on other devices.
Account Settings page (Root only)
The Account Settings page is accessible to Root via the Account nav item. It contains account details, billing, and feature flag toggles that apply to the entire account.
Account Details section
Root can rename the organization by clicking the pencil icon next to the account name. The new name is saved immediately and reflected across the app (the change takes effect after the session refreshes automatically).
Feature flags section
Each toggle turns an optional feature on or off for the whole account. See feature-flags.md for a full description of each flag.
Multi-account access
A single user (email address) can be a member of multiple accounts. Each account has its own role assignment — the same person could be Root on one account and User on another. Members switch between accounts using the user menu at the bottom of the sidebar. Each account’s data is fully separate.
Roles (Root only)
Requires: Starter plan or above.
The Roles page (via the Roles nav item in the sidebar) lets Root view and manage all roles for the account.
Role list
The Roles page shows all roles — both the five built-in system roles (Root, Admin, Team Admin, Team User, User) and any custom roles the account has created. System roles have a “System” badge and are read-only.
Creating a custom role
Tap New Role (desktop) or the + FAB (mobile). Enter a name (required) and an optional description, then tap Create Role. The new role is added to the list and can be edited immediately by tapping its card.
Role detail page (/app/roles/:id)
The detail page shows the permissions matrix — every resource (Task Lists, Projects, Teams, Members, Templates, Tags, Reports, Activity Log, Project Costing, Store, Roles) with its applicable actions and a scope selector for each:
| Scope | Meaning |
|---|---|
| None | Permission not granted |
| Own | Resources the member created or is assigned to |
| Team | Resources in the member’s teams |
| All | All resources in the account (account scope) |
Scope cascade: When you set a write action (create, update, delete, etc.) to a scope, the read scope is automatically raised to at least that level if it is currently lower. For example, setting “update = Team” auto-raises “read = Team” if it was previously None or Own.
Changes take effect on the member’s next login or session refresh (within 15 minutes).
Custom roles can be edited (tap the card to open the detail page) or deleted from the list view (⋯ menu). Deleting a role that has members assigned shows a warning with the affected member count. On confirmation, the role is deleted and those members’ role assignment is cleared — Root will need to reassign them to another role.
Assigning roles
Custom roles appear in the Invite member modal alongside the system roles. To change an existing member’s role, use the Members page → member card → edit role.
Support notes
- Only Root can toggle feature flags and access the Roles page. If an Admin asks why they can’t find these settings, that is by design.
- If a member forgot their password, they should use the “Forgot password” flow on the login screen. Admins cannot reset passwords on behalf of members directly.
- If a member signed up with Google or Apple and taps “Forgot Password,” they will see a message telling them to use their social sign-in instead. No reset email is sent for OAuth-only accounts.
- If a member’s profile photo isn’t updating, ask them to force-refresh the page — profile images may be briefly cached.
- Custom roles are not available on the Free plan. The Roles page is accessible to Root on all plans but shows an upgrade prompt instead of the New Role button on Free accounts.