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CRM-024

Account Management and Profile

Manage your profile, password, notifications, and personal account settings

Application:Account Management
Who is this for:All users who want to manage their personal settings, security, and preferences

Your account settings control how you interact with Ambivo — your personal information, security settings, connected integrations, and visual preferences. This guide covers everything in your account management area.

What Is Account Management?

Account management is your personal settings area where you control:

  • Your name, email, and contact details
  • Password and security settings (MFA)
  • Connected services (calendar, email, drive)
  • Visual theme and appearance preferences
  • Active sessions and access tokens

Getting There

  • Click your profile icon in the top-right corner of the screen
  • Select Account Settings or My Profile

Update Personal Information

  1. 1

    Open personal info

    In Account Settings, click Personal Info.

  2. 2

    Update and save

    Update your Full Name, Email Address, Phone Number, Job Title, and Profile Photo. Click Save.

Change Your Password

  1. 1

    Open security

    In Account Settings, go to Security and click Change Password.

  2. 2

    Set new password

    Enter your Current Password, then enter and confirm your New Password. Click Save. Your password must meet the minimum strength requirements displayed on the form.

Manage Multi-Factor Authentication (MFA)

MFA adds an extra security layer to your login.

Enable MFA

  1. 1

    Enable

    Go to Account Settings > Security, click Enable MFA, choose SMS or email, and follow the on-screen setup instructions.

Disable MFA

  1. 1

    Disable

    Go to Account Settings > Security, click Disable MFA, and confirm with your current password or a verification code.

Theme and Appearance

Customize how Ambivo looks for you.

  1. 1

    Open appearance

    Go to Account Settings > Appearance (or use the theme toggle in the top bar).

  2. 2

    Set preferences

    Choose Theme (Light or Dark), Color Scheme, and Density (Compact or comfortable). Changes apply immediately.

Manage Connected Integrations

From your account settings, you can connect or disconnect external services.

Available Integrations

IntegrationPurpose
Google CalendarSync your calendar events
Microsoft OutlookSync your calendar events
Google DriveAccess cloud files
Microsoft OneDriveAccess cloud files
Email MailboxConnect Gmail or Outlook email

Connecting an Integration

  1. 1

    Connect

    Go to Account Settings > Integrations, find the service, click Connect, sign in with your external account, and grant permissions.

Disconnecting

  1. 1

    Disconnect

    Go to Account Settings > Integrations, find the connected service, click Disconnect, and confirm.

Active Sessions

See all devices and browsers currently logged in to your account.

  1. 1

    Review sessions

    Go to Account Settings > Active Sessions and review the list of sessions (device, browser, location, last active).

  2. 2

    End sessions

    To end a specific session, click the Logout icon next to it. To end every session, click Logout everywhere.

Alternative Email Addresses

  1. 1

    Add email

    Go to Account Settings > Alternative Emails, click + Add Email, and enter the email address.

  2. 2

    Verify

    Verify it by clicking the link sent to that address. The alternative email is now associated with your account.

Access Tokens

Access tokens allow external applications or tools to connect to your Ambivo account securely.

  1. 1

    Create token

    Go to Account Settings > Access Tokens, click + Create Token, enter a Name, and copy the generated token — it is shown only once.

  2. 2

    Use token

    Use the token in the external application.

Revoking a Token

  1. 1

    Revoke

    Find the token in the list, click Revoke, and the token is immediately invalidated.

Common Questions

Can I change my email address?

Yes. Go to Personal Info and update your email. You will need to verify the new email address before the change takes effect.

What if I forget my password and have MFA enabled?

Use the password reset flow from the login page. If you cannot access your MFA device, use your recovery codes. If you have lost those as well, contact your administrator.

Does changing my theme affect other team members?

No. Theme and appearance settings are personal preferences — each user controls their own.

How many access tokens can I create?

There is no strict limit, but create tokens only when needed and revoke any that are no longer in use.

Tips and Best Practices

  • Enable MFA for maximum security — it only takes a few seconds during login
  • Keep your profile photo and contact info up to date so your team can identify and reach you
  • Review Active Sessions periodically and revoke any unfamiliar ones
  • Use Dark mode to reduce eye strain during long work sessions
  • Revoke access tokens you no longer use to maintain security

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