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Account and Security

Set up who you are in SaaSy, how your workspace behaves, and the rules that govern sign-in. Your personal details live on the Profile page; workspace-wide settings — region, identity, password rules, session limits — live on the General and Security pages and apply to everyone in the workspace.

Update your profile​

Your profile controls how your name and picture appear across the app.

  1. Open Settings, then Profile & Settings (/dashboard/settings/profile).
  2. In the Your Profile card, fill in First name, Last name, and Display name. The display name is how your name appears in the app; if you leave it blank, SaaSy falls back to your initials.
  3. To use a picture, paste a public image URL into Avatar URL. File upload is not available yet.
  4. Add a Phone number if you want it on record.
  5. Select Save profile.

Your email address is shown above the fields but is not editable here. Contact support if it needs to change.

Set workspace defaults​

The General Settings page (/dashboard/settings/general) covers how your workspace formats and labels things.

  1. Under Regional Preferences, choose your Timezone, Language, Currency, Date Format, and Time Format, then select Save.
  2. Under Workspace Identity, edit Workspace Name. Subdomain, Custom Domain, and Plan Tier are shown for reference — contact support to change your subdomain.

The same page has a Danger Zone with three irreversible or disruptive actions:

  • Suspend workspace — ends all active sessions and blocks sign-in until you reactivate.
  • Reactivate workspace — restores access for all members.
  • Delete workspace forever — permanently deletes all data, members, and integrations. You must type a confirmation phrase before this proceeds.

Set security policies​

The Security Settings page (/dashboard/settings/security) applies to every member of the workspace, so changes here are administrative. Some saves prompt you to re-verify with multi-factor authentication before they take effect.

  1. Under Authentication, tick Require Two-Factor Authentication to require 2FA for all users, and set Session Timeout (minutes) between 5 and 1440.
  2. Under Session Policy, set Maximum concurrent sessions per user (1 to 50) — older sessions are revoked when someone signs in over the limit — and an Idle timeout of Off, 15 minutes, 30 minutes, 1 hour, 4 hours, or 12 hours. Select Save Session Policy; this section saves on its own.
  3. Under Password Policy, set Minimum Length and tick any of Require uppercase letters, Require lowercase letters, Require numbers, and Require special characters. Set Password Expiry (days) from 0 to 365, or leave it empty for no expiry.
  4. Under IP Whitelist, add addresses or ranges to restrict access to them. Leave the list empty to allow all addresses.
  5. Under Allowed Domains, add email domains to restrict who can sign up.
  6. Under Audit Log Retention, set the Retention Period (days) between 30 and 3650.
  7. Select Save Changes to apply everything except the session policy.

Review where you're signed in​

The Active Sessions page (/dashboard/settings/sessions) lists the devices and browsers signed in to your account, with the browser and operating system, IP address, Last active, Signed in, and Expires times for each.

  • Your current session is marked This device.
  • A device you've marked as trusted shows a Trusted badge. Select Untrust to require MFA on the next sign-in from it.
  • A session opened by SaaSy support is labelled Admin session. Revoking it cuts that access.
  • Select Revoke on any single session, or Sign out everywhere to end every session including your current one. You'll need to sign in again.

The page also shows a Recent sign-ins history so you can spot access you don't recognize.

Verify your email and reset your password​

New accounts are asked to confirm their email address from a link SaaSy sends after sign-up. Until that link is used, the account is treated as unverified.

If you can't sign in, select Forgot Password? on the login screen and enter your email. SaaSy sends a reset link; opening it takes you to a Reset Password screen where you set a new password. The new password must satisfy whatever rules your workspace has configured under Password Policy above.

For related settings, see Team and Roles and Billing.