Security

The Security tab is where you change your password, your email address, manage the personal email accounts you can send from, and review the devices currently signed in to your account.

Open the tab

  1. Open Settings in the sidebar.
  2. Pick Security.

Change your password

  1. Under Update Security Data, click Change Password.
  2. The Change Password modal opens. Enter your current password and your new password.
  3. Save.

Change your email

  1. Under Update Security Data, click Change Email Id.
  2. The Change Email Address modal opens.
  3. Enter the new email and confirm.

The new email becomes the address the app uses for you.

Manage your email accounts

Click Manage My Email Accounts to open the My Email Accounts modal. It lists every personal email account you have connected for outgoing mail. From this modal you can:

  • Click Add Account to connect a new mailbox. You can pick Google (OAuth) or Manual SMTP.
  • Click Re-verify on an account to recheck whether it can still send.
  • Click Remove to disconnect an account. A Remove email account? confirmation appears before the account is removed.

Each account is shown with its provider and a Valid or Invalid badge.

Active sessions

If you have more than one active session, the All Logged In Sessions card lists them. Each entry shows the browser, operating system, IP address, and the time the session started. The current session is tagged Current; other sessions can be removed with Revoke.

Sign out of this device

The Logout From Current Device button at the bottom of the tab signs you out on the device you are using right now. You are asked to confirm before the sign-out runs.

Common questions

Why does an email account show as Invalid?

Its authorisation has lapsed or its credentials have changed. Open My Email Accounts and click Re-verify. If the account still cannot send, remove it and add it again.

Can I share an email account with a colleague?

No. Each user connects their own personal accounts here. Shared firm accounts are configured by an administrator under Firm Customisation — see Firm customisation.

Last updated 2026-04-30