📍 Where to Find Account Settings
Click your profile icon in the top-right corner of the dashboard.
Select Settings from the dropdown menu.
The Settings window will open, containing the following sections:
User
Organization (visible only to owners/admins)
Connected Apps
🧾 User Settings
Within the User tab, you can manage:
Personal Information
Update your name, email address, and phone number.Password
Change your password anytime to maintain account security.Two-Factor Authentication (2FA)
Add an extra layer of login protection.
👉 See Securing Your Account for setup instructions.AI Customization
Personalize how your AI agent interacts with you.
👉 See Customizing Your AI Agent to learn more.
🏢 Organization Settings
If you’re an organization owner or admin, the Organization tab will also appear.
From here, you can manage team members, billing, and access controls.
👉 See Managing Your Organization for more details.
🔗 Connected Apps
The Connected Apps tab lets you manage third-party integrations. You can:
Connect new apps for added functionality
Disconnect apps at any time (ProPlaintiff.ai removes all related tokens/credentials immediately)
👉 See Managing Connected Apps for instruction.
Need Help?
👉 Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough
If you need additional assistance, please don’t hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!