Account and operations
Manage account access, security, export, and deletion
Verify account access, recover or change a password, export your documents, and understand permanent account deletion.
- For
- All account holders
- Typical time
- 5 minutes
Before you start
- A signed-in account for settings and export actions
Procedure
Step by step
Verify a new email address
Open the verification link sent after signup. Verification links expire and are intended for the addressed account; request a fresh message if the link no longer works.
Recover access when needed
Choose Forgot password on the sign-in page, submit the account email, and use the time-limited reset link. The response does not reveal whether an email is registered.
Change a known password
In Account and integrations, enter the current password and a new strong password. Sign out of shared devices when the change is complete.
Export your documents
Use Export all documents to create an authorized archive of account document data. Protect the downloaded archive according to your organization's retention and privacy rules.
Delete only after reviewing the impact
Account deletion is permanent and removes owned documents, versions, share links, API keys, sessions, and subscription data. Transfer required workspace responsibilities and retain authorized records first.
Credential and session safety
Use a unique password stored in a password manager. Do not send reset links, passwords, API keys, or webhook secrets through tickets or document comments.
Use Sign out from the account menu when a session should end. A public page may still show your account state until the sign-out request completes and navigation refreshes.
The deletion boundary
Deletion is an account-level operation, not a way to remove one document. Use document controls for individual records and workspace member controls for access changes.
Do not start deletion while paid billing, evidence retention, or workspace ownership still needs attention. Contact support before deleting when the correct ownership path is unclear.
Related guides
- Manage workspaces, members, invitations, and rolesKeep work in the right workspace, invite teammates, assign least-privilege roles, and transfer ownership carefully.
- Use API keys and signed webhooksCreate scoped integration credentials, verify signed webhook deliveries, and operate integrations without exposing secrets.
- Get support and report an accessibility barrierSend enough context for a useful response without putting confidential documents or sensitive credentials into the contact form.