Updating Settings

BoundaryAI allows you to manage your account settings, organization details, and user permissions from the Settings section.

Accessing Settings

1. Click on the Settings option in the left-hand navigation menu.

2. You will see different sections for account settings, organization details, and user permissions.

Each section allows you to update specific aspects of your account and organization.

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Updating Your Account

Profile Information

1. Navigate to Your Account under the Settings section.

2. In the Profile tab, you can update:

• First Name

• Last Name

• Time Zone

• Language Preference

1. Click Update to save any changes.

This ensures your account reflects the correct personal and regional settings.

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Changing Your Password

For security reasons, it is recommended to update your password periodically.

1. Go to Your Account and select the Password tab.

2. Enter your current password.

3. Enter and confirm your new password.

4. Input your OTP Code from your authenticator app.

5. Click Change Password to save the update.

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Updating Organization Details

If you manage an organization in BoundaryAI, you can edit the organization name:

1. Navigate to Organization Details under the Settings section.

2. Enter a new Organization Name in the provided field.

3. Click Update to save changes.

This allows you to keep your organization’s information accurate and up to date.

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Managing Users and Permissions

If you have administrative access, you can view and manage users within your organization:

1. Go to Users & Permissions in the Settings section.

2. You will see a list of active users in your organization.

3. Use the search bar to find specific users.

4. Sort users alphabetically by clicking the arrow icon next to “Full Name” or “Email.”

User management options (like adding or removing users) may be limited depending on your permission level. Reach out to your Account Executive for more info.