Account Settings
Your account settings control your personal profile, security, notifications, and preferences. These settings apply to you across the workspace and are independent of your workspace role.
To access your account settings, click your avatar in the bottom-left corner of the sidebar, then select Settings.
Profile
Manage how you appear to others in your workspace.
Personal details
| Field | Description |
|---|---|
| Name | Your display name (required) |
| Prefix | Title prefix (e.g., Dr., Mr., Ms.) |
| Suffix | Title suffix (e.g., Jr., PhD) |
| Profile picture | Upload a photo (max 3 MB) — shown next to your messages, in member lists, and on your profile |
Contact information
| Field | Description |
|---|---|
| Your primary email address. You can add and verify additional email addresses | |
| Phone number | Optional contact number visible to workspace members |
Company information
| Field | Description |
|---|---|
| Company | Your company or organization name |
| Department | The department you belong to |
| Job title | Your professional title |
| Headline | A short professional summary or bio |
Public profile
If enabled by your workspace, you can make your profile publicly visible:
- Public profile toggle — Turn on to make your profile accessible via a public link
- Public link — A shareable URL to your profile (auto-generated)
- QR code — Automatically generated when your profile is public, for easy sharing
Security
Protect your account with password management, two-factor authentication, and login monitoring.
Password
If you signed up with email and password:
- Go to Settings > Security
- Enter your current password
- Enter and confirm your new password
- Click Save
A password strength indicator helps you choose a strong password.
If you signed up with Google (SSO):
You can set a password so you can also log in with email and password:
- Go to Settings > Security
- You'll see a Set Password option instead of Change Password
- Enter and confirm your new password
- Click Save
Once set, you can log in with either Google or email and password.
Two-factor authentication (2FA)
Add an extra layer of security to your account by requiring a verification code when you log in.
To enable 2FA:
- Go to Settings > Security
- Click Enable next to Two-Factor Authentication
- Scan the QR code with an authenticator app (Google Authenticator, Authy, Microsoft Authenticator, or similar)
- Alternatively, manually enter the backup key shown on screen
- Enter the 6-digit code from your authenticator app to confirm
- 2FA is now active — you'll need a code every time you log in
To disable 2FA:
- Go to Settings > Security
- Click Disable next to Two-Factor Authentication
- Enter a 6-digit code from your authenticator app to confirm
Save your backup key in a safe place when enabling 2FA. If you lose access to your authenticator app, you'll need it to recover your account.
Login history
Monitor where and when your account has been accessed:
- IP address — The IP used to log in
- Location — City, region, and country
- Device — Browser and operating system
- Login date — When the login occurred
- Last activity — Most recent action from that session
Review this regularly to spot any unauthorized access to your account.
Notifications
Control which notifications you receive and how they're delivered.
Master controls
Two global toggles at the top let you quickly enable or disable all notifications:
- Enable all in-app notifications — Controls all pop-up and badge notifications inside Copera
- Enable all email notifications — Controls all email alerts sent to your inbox
Notification categories
You can independently toggle in-app and email notifications for each category:
| Category | Triggers when... | In-app | |
|---|---|---|---|
| Row comment assigned | You are assigned to a row comment in a board | On by default | On by default |
| Row comment created | Someone replies to your row comment | On by default | On by default |
| Row mentions | Someone @mentions you in a board row comment | On by default | On by default |
| Channel mentions | Someone @mentions you or uses @channel in a text channel | On by default | Off by default |
| Document comments | Someone comments on a shared document | On by default | On by default |
Channel-specific settings
Beyond global notification preferences, you can also:
- Mute individual channels — Silence notifications from specific text channels or conversations
- Meeting channel sounds — Configure notification sounds for voice and video calls
Language & Region
Language
Choose the language for the Copera interface:
- English
- Spanish (Español)
- Portuguese - Brazil (Português - Brasil)
The interface updates immediately when you switch languages.
Timezone
Set your timezone so that dates, times, and scheduling features display correctly for your location. The timezone picker shows UTC offset, abbreviation, and full timezone name (e.g., "UTC-05:00 EST America/New York").
Appearance
Customize the look and feel of Copera from the settings drawer (accessible from the header).
| Setting | Options |
|---|---|
| Theme mode | Lighter, Light, Dark, Darker |
| Contrast | Adjust the contrast level of UI elements |
| Header color | Choose from color presets or enter a custom hex color |
| Full screen | Toggle full-screen mode |
| Reset | Restore all appearance settings to defaults |
Connections
View and manage third-party services connected to your account.
- See which services are connected (e.g., automation providers)
- View connection details: provider, description, and linked account
- Search and filter your connections
Advanced
Developer mode
Enable developer mode to access developer tools and APIs.
- Go to Settings > Advanced
- Toggle Developer Mode on
- Access the developer portal at developers.copera.ai
Developer mode is intended for users building integrations or automations with the Copera API.