> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cortado.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Your Account

> Manage your personal Cortado profile, signature, notification preferences, and sign-in

## Account Overview

Your **Account** settings are personal to you — your name, phone number, email signature, and per-user notification preferences. They're separate from organization-wide settings, which live under **Settings** in the sidebar and are shared across your team.

Open your account by clicking your **avatar in the top-right** of the header and selecting **Account**. The Account dialog opens with three tabs:

* **Account** — your personal profile
* **Notifications** — per-user notification preferences
* **Settings** — display preferences (coming soon)

## Account Tab

The Account tab holds your personal profile information.

### Profile Fields

* **First name**
* **Last name**
* **Phone number**
* **Email** — read-only; this is the address tied to your Cortado sign-in

To change your name or phone number, edit the fields and save.

<Note>
  Your sign-in email can't be changed from this dialog. If you need to switch the email tied to your account, contact your organization admin or Cortado support.
</Note>

### Email Signature

Your **Email signature** is a rich-text block that Cortado appends to outgoing emails you send from the app — replies, follow-ups, quote send messages, and ad-hoc compose.

The signature editor supports common formatting: bold, italic, links, line breaks, and lists. Build it once and Cortado will:

* Auto-append it to outgoing messages you compose
* Preserve it across replies and forwards
* Keep it intact when you insert a template

You can toggle **Include signature** off on any individual message if you don't want the signature on that particular send.

<Tip>
  Keep your signature short and useful — name, title, business name, and one way to reach you. Long signatures look noisy in reply chains.
</Tip>

## Notifications Tab

The Notifications tab is where you set **per-user** notification preferences.

For **organization-wide** email notifications — summary reports, overdue tasks, stale leads, upcoming events, payment reminders — head to **Settings > Communications > Notifications**. See [Notifications](/guides/notifications) for the full setup.

## Settings Tab

The Settings tab will hold display preferences such as **timezone** and **date format**. Today the tab shows a placeholder — these preferences are coming soon. Until they ship, Cortado uses your organization's defaults for date and time formatting.

## Signing Out

To sign out, open the **avatar dropdown** in the top-right and click **Sign out**. You'll be returned to the sign-in screen.

## Password and Sign-In

Cortado handles passwords through email-based reset — there is no in-app password change form.

### Resetting Your Password

1. Sign out of Cortado.
2. On the sign-in screen, click **Forgot Password**.
3. Enter the email tied to your account.
4. Open the reset email Cortado sends and follow the link to set a new password.

### Magic-Link Sign-In

You can also sign in without a password using a **magic link**. On the sign-in screen, enter your email and Cortado will send you a link that signs you in directly.

<Tip>
  If you sign in primarily from one trusted device, magic links remove the need to remember a password at all. Use whichever flow you prefer — they're interchangeable.
</Tip>

## Switching Organizations

If you belong to more than one Cortado workspace — for example, you run two event businesses, or you contract for several clients — Cortado will show a **Team Switcher** in the left sidebar. Use it to jump between workspaces without signing out.

If you only belong to one Cortado workspace, the Team Switcher isn't shown.

<Info>
  Each workspace is fully separate: contacts, leads, events, quotes, and invoices belong to a single workspace. Switching workspaces changes everything you see in the app.
</Info>

## Best Practices

1. **Set your signature first** — before sending your first customer email, set a signature so every outgoing message looks polished
2. **Keep your name and phone current** — teammates and customers see this information in shared views and on emails you send
3. **Use magic links on personal devices** — they're faster than passwords and avoid the password-reset cycle
4. **Reset the password if anything feels off** — if you suspect someone else has access to your account, run the reset flow immediately
5. **Remember the split** — personal preferences live in Account; team-wide email notifications live in Settings > Communications > Notifications

<CardGroup cols={2}>
  <Card title="Notifications" icon="bell" href="/guides/notifications">
    Configure organization-wide email and in-app alerts.
  </Card>

  <Card title="Email Integration" icon="envelope" href="/guides/integrations/email">
    Connect Gmail or a verified domain so Cortado can send on your behalf.
  </Card>
</CardGroup>