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Account

App page

Use Account -> Manage to administer the account: team members, roles, audit log, variables, message templates, caches, and account configuration.

Profile and security​

Open Account -> Profile (or Update profile in the Account dropdown) to edit your display name and personal details, and to manage Two-factor authentication. From the Two-factor authentication card you can enroll a TOTP authenticator app, save recovery codes, regenerate them, or turn MFA off. See the Two-factor authentication guide for the full walkthrough, the email-code fallback, and admin reset.

The Account dropdown​

The Account button is in the top-nav right cluster (your initials in a violet square). Clicking it opens a dropdown organised into four sections:

  • Profile card at the top: monogram, display name, email, role pill (e.g. Admin), and plan pill (e.g. Teams). Click the plan pill to jump straight to Plan & Features.
  • Account section: Manage (opens this page) and Update profile (opens the dedicated profile editor at /account/profile).
  • Personalization - Theme: a 3 x 2 grid of theme tiles (Classic, Professional, Midnight, Teal, Solar, Contrast). Click a tile to apply; the active tile carries a violet ring and a checkmark.
  • Log out at the bottom.

Tabs​

  • Team Access -- manage team members, access roles, and organization-group membership.
  • Roles & Permissions -- review standard role bundles and manage custom roles for the account.
  • Organization Groups -- enable and manage groups when the current plan includes them.
  • Plan & Features -- review the current plan and entitlement matrix.
  • Audit Log -- available when the current user has audit read/export access. Toggle audit logging on/off (if enabled). Search by date, user, verb/noun, object id/name. Paginate. Export to CSV (XLSX may be added later).
  • Variables -- manage global variables, including secret values and environment overrides.
  • Message Templates -- manage global and project-scoped reusable templates for notifications and email actions.
  • Caches -- manage global cache entries.
  • Configuration -- preview account-level settings such as notifications, execution defaults, retention, security, and performance limits. Some controls in this tab are preview only and are not yet fully wired to persisted settings.

Roles (customer-facing)​

  • Owner -- full access; owns the account.
  • Admin -- everything except billing / account deletion.
  • Builder -- design and deploy workflows; manage connections.
  • Viewer -- read-only across the platform.
  • Auditor -- read-only with audit-log export access.

Variables​

Two scopes:

  • Global variables apply across the account; use them for shared secrets (API keys for systems used by many flows).
  • Environment overrides let DEV / QA / Prod use different values without changing the variable name in the flow.

Mark a variable as Secret to redact it in the UI after save and prevent its value from being returned to the browser in plaintext. The Variables tab supports import / export for promotion between environments.

Message Templates​

Open Account -> Manage -> Message Templates. Choose scope:

  • Global -- account-level reusable templates.
  • Project -- project-tied templates; select the target project before creating or editing.

Templates created here are available in Notification actions and SMTP Email Target actions. Each template has a name, description, scope, format (text / HTML), subject template, body template, optional DataLug HTML wrapper, and version history.

Supported template syntax includes {{var.exec.runId}}, {{sys.project.name}}, and {% if %} / {% for %} control blocks.

Use Preview Render before saving or assigning a template -- it resolves global / project / execution / system variables. Sensitive values are redacted in preview output where scope/security rules require.

Audit Log​

When enabled, audit logging captures every authenticated mutation: who did what, when, against what object. The log is searchable and exportable to CSV. Common verbs include Create, Update, Delete, Probe, NetworkProbe, ExtendTrial, Retire.