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Managing Your Account

Your personal account settings live under Settings → Account & Settings and Settings → Preferences. This article covers your profile, security, organizations, and notifications.

Your profile

Go to Settings → Account & Settings → Profile to view and edit your details:

  • First Name and Last Name

  • Display Name

  • Phone Number

  • Gender

  • Country/Region

  • Your profile avatar

Your account email is shown here too. Keep your name and details current — they're used in team views and as the basis for sender identity across the product.

Changing your password

  1. Go to Settings → Account & Settings → Profile.

  2. Click Change Password.

  3. Enter your current password and your new one, then save.

Use a strong, unique password. If you've forgotten your password and can't sign in, use the Forgot Password link on the login screen to reset it by email.

Two-Factor Authentication (2FA)

Two-factor authentication adds a second layer of security to your account. When enabled, signing in requires a one-time code in addition to your password.

To turn it on:

  1. Go to Settings → Account & Settings → Profile.

  2. Enable Two-Factor Authentication.

  3. A 6-digit verification code is sent to your registered email address — enter it to confirm.

SalesTarget.ai's 2FA uses email-based one-time codes. A verification code is sent to your registered email both when you enable and when you disable 2FA, so the change is always confirmed by you. We strongly recommend keeping it on, especially for owners and admins.

Managing organizations

SalesTarget.ai supports multiple organizations, so you can keep separate workspaces — for different teams, clients, or brands. Under Settings → Account & Settings → Manage Organization you can:

  • Rename your current organization

  • Create a new organization

  • Switch between the organizations you belong to

Each organization has its own leads, campaigns, CRM, members, and credit balance — they're completely separate workspaces.

Notification preferences

Control which emails SalesTarget.ai sends you at Settings → Preferences → Notification.

There's a master Email notifications toggle, plus per-area control so you only hear about what matters to you:

  • Lead Explorer

  • Leads

  • Email Campaigns

  • LinkedIn Campaigns

  • Deals

  • Meetings

  • Tasks

  • Notes

  • Tickets

Turn off the categories you don't need, and click Save Changes.

Session timeout

Under Settings → Preferences → Preference you can set your Session timeout — how long your session stays active before you're automatically signed out. Options range from 1 hour to 24 hours (24 hours by default). A shorter timeout is more secure on shared computers.

Joining an organization you were invited to

If someone invites you to their organization, you'll receive an email invitation. Click the link to accept and join their workspace. Once you've joined, you can switch between it and any other organizations you belong to from Manage Organization.

Related

  • Organizations & Team Members — inviting people and managing seats

  • Roles & Permissions — what each member can access

  • Connecting Your Own LLM Key lives under Settings → Preferences → User LLM (see the Cold Email collection)

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