Account, security and workspace settings

This page covers your personal account (profile, password, two-factor authentication and sessions) and the settings that apply to your whole workspace.

Your profile

Where: Profile (/app/profile)

Update your name and email address, and change your password. You can also delete your account from here. Deleting is permanent, so export anything you need first.

Two-factor authentication (2FA)

Where: Profile → Two-factor (/app/profile/two-factor)

Two-factor authentication asks for a 6-digit code from your phone as well as your password, so a stolen password alone can't get anyone into your account.

1. Click Enable.
2. Scan the QR code with an authenticator app such as Google Authenticator, Microsoft Authenticator, Authy or 1Password.
3. Enter the code the app shows to confirm.
4. Save your recovery codes somewhere safe, such as a password manager. Each one lets you sign in once if you lose your phone.

You can generate new recovery codes, or turn 2FA off, from the same page.

We recommend 2FA for every Administrator, because administrators can change billing, team access and integrations.

Active sessions

Where: Profile → Sessions (/app/profile/sessions)

See every browser and device signed in to your account, with its last activity. If you see one you don't recognise, click Log out other sessions and then change your password.

Workspace settings

Where: Settings (/app/settings), for Administrators

Set your workspace's name, logo, time zone and other preferences. The time zone controls when scheduled campaigns and posts go out, and how times are shown in reports.

Notification preferences

Where: Settings → Notifications (/app/settings/notifications)

Choose how you hear about new messages, assignments and other activity:

• In the app: the bell in the top bar
• By email
• Browser push notifications, which alert you even when Omni isn't open in a tab. Your browser asks for permission the first time.

Each team member sets their own preferences.

Data export

Where: Settings → Data export (/app/settings/data-export)

Request an export of your workspace's data. Omni prepares it in the background and lets you know when it's ready to download. Use it for backups, or to meet a data-access request under laws such as the GDPR. For single lists, such as contacts or one campaign's recipients, use the exports in Reports.

Audit log

Where: Audit log (/app/audit-log)

Administrators can see a record of important actions in the workspace (who did what, and when) for security reviews and accountability.

Getting help

Where: Support (/app/support)

1. Click New ticket.
2. Describe the problem, including what you expected and what happened.
3. Follow the replies inside the app. You'll be notified when our team answers.

You can also reach us through the contact page.

Related: Workspaces and team · Billing and plans