> ## Documentation Index
> Fetch the complete documentation index at: https://withforerunner.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Account settings

> Manage your profile, preferences, and security settings

Account settings in Forerunner allow you to manage your personal profile, update your contact information, and configure your account preferences. Some settings are managed by you, while others require assistance from your Customer Success Manager.

## Your profile settings

Access your profile settings by clicking your name or profile icon in the navigation, then selecting **Settings** or **Account**.

### Personal information

You can update the following information:

| Field             | Description                                 | You can change? |
| ----------------- | ------------------------------------------- | --------------- |
| **First name**    | Your first name displayed in Forerunner     | Yes             |
| **Last name**     | Your last name displayed in Forerunner      | Yes             |
| **Email address** | Your sign-in email and notification address | Limited         |
| **Phone number**  | Used for MFA verification if enabled        | Yes             |

<Note>
  Email address changes may require verification or CSM assistance depending on your account configuration and whether SSO is enabled.
</Note>

### Updating your profile

<Steps>
  <Step title="Open settings">
    Click your profile icon or name in the navigation and select **Settings**.
  </Step>

  <Step title="Edit profile">
    Find the profile or personal information section.
  </Step>

  <Step title="Make changes">
    Update your first name, last name, or other editable fields.
  </Step>

  <Step title="Save">
    Click **Save** or **Update** to apply your changes.
  </Step>
</Steps>

## Password management

If your account uses password authentication (not SSO), you can change your password:

### Changing your password

<Steps>
  <Step title="Go to security settings">
    Navigate to **Settings** and find the password or security section.
  </Step>

  <Step title="Select change password">
    Click **Change Password** or **Update Password**.
  </Step>

  <Step title="Enter current password">
    Verify your identity by entering your current password.
  </Step>

  <Step title="Create new password">
    Enter a new password that meets security requirements:

    * Minimum length (typically 8+ characters)
    * Mix of uppercase and lowercase letters
    * At least one number
    * At least one special character
  </Step>

  <Step title="Confirm and save">
    Re-enter the new password to confirm, then save.
  </Step>
</Steps>

<Warning>
  After changing your password, you'll need to use the new password on all devices including the mobile app.
</Warning>

### Password requirements

Your organization may enforce specific password policies:

* **Minimum length** - Passwords must be at least a certain number of characters
* **Complexity** - Requirements for uppercase, numbers, and special characters
* **Expiration** - Passwords may need to be changed periodically
* **History** - Previous passwords may not be reused

<Note>
  Password policies are configured at the account level. Contact your CSM if you have questions about your organization's requirements.
</Note>

## Phone number for MFA

If your account uses multi-factor authentication, your phone number is required for receiving verification codes:

### Updating your phone number

<Steps>
  <Step title="Go to settings">
    Navigate to **Settings** > **Account** or **Profile**.
  </Step>

  <Step title="Find phone settings">
    Locate the phone number field in your profile.
  </Step>

  <Step title="Verify identity">
    If MFA is enabled, you may need to verify with a code sent to your current number.
  </Step>

  <Step title="Enter new number">
    Provide your new phone number including area code.
  </Step>

  <Step title="Verify new number">
    Enter the verification code sent to your new phone.
  </Step>
</Steps>

<Tip>
  Use a personal mobile phone number to ensure only you receive MFA codes. Avoid using shared office phones or landlines.
</Tip>

## Authentication method

Your sign-in method is determined by account configuration:

### Password authentication

Standard email and password sign-in:

* You manage your own password
* Password reset available via email
* MFA may be required additionally

### Single sign-on (SSO)

Sign in through your organization's identity provider:

* Password managed by your organization
* Forerunner password settings don't apply
* Sign-in redirects to your organization's portal

<Note>
  You cannot switch between authentication methods yourself. SSO is configured by your Customer Success Manager based on your organization's requirements.
</Note>

## Settings you manage vs. CSM-managed settings

### Settings you can manage

| Setting       | Location | Notes                   |
| ------------- | -------- | ----------------------- |
| First name    | Profile  | Update anytime          |
| Last name     | Profile  | Update anytime          |
| Phone number  | Profile  | Required if MFA enabled |
| Password      | Security | If using password auth  |
| Profile photo | Profile  | If enabled for account  |

### Settings requiring CSM assistance

| Setting               | Why CSM-managed                       | How to request changes |
| --------------------- | ------------------------------------- | ---------------------- |
| **Email address**     | Affects authentication and uniqueness | Contact your CSM       |
| **User role**         | Requires administrative access        | Contact your Manager   |
| **SSO configuration** | Account-level setting                 | Contact your CSM       |
| **MFA requirements**  | Account-level security policy         | Contact your CSM       |
| **Session timeout**   | Account-level security policy         | Contact your CSM       |
| **Password policies** | Account-level security policy         | Contact your CSM       |
| **User groups**       | Affects permissions and access        | Contact your CSM       |

## Account security settings

These security settings are configured at the account level by your CSM:

### Session timeout

How long you can remain inactive before being signed out:

* Typical settings range from 30 minutes to 8 hours
* More sensitive accounts may have shorter timeouts
* Activity resets the timeout counter

### Failed login protection

Protection against unauthorized access attempts:

* Maximum failed attempts before lockout (typically 10)
* Lockout duration
* Account recovery options

### Password expiration

If enabled, passwords must be changed periodically:

* You'll receive notification when expiration approaches
* Cannot sign in with expired password
* Must create new password meeting requirements

## Notification preferences

Depending on your account configuration, you may be able to manage notification preferences:

### Email notifications

Types of notifications you might receive:

* Record assignments and updates
* Workflow step assignments
* Task reminders
* System announcements

### Managing preferences

If notification settings are available:

<Steps>
  <Step title="Go to settings">
    Navigate to **Settings** > **Notifications** (if available).
  </Step>

  <Step title="Review options">
    See which notification types can be configured.
  </Step>

  <Step title="Update preferences">
    Toggle notifications on or off as needed.
  </Step>

  <Step title="Save changes">
    Apply your notification preferences.
  </Step>
</Steps>

<Note>
  Notification options vary by account. If you don't see notification settings, contact your CSM to discuss what options are available.
</Note>

## Account-level settings

These settings affect all users in your account and are managed by your CSM:

### Security configuration

| Setting                     | Description                                     |
| --------------------------- | ----------------------------------------------- |
| **Session timeout**         | Minutes of inactivity before automatic sign-out |
| **Password expiration**     | Days until password must be changed             |
| **Max failed logins**       | Attempts before account lockout                 |
| **Minimum password length** | Character requirement for passwords             |
| **MFA enabled**             | Whether multi-factor authentication is active   |

### Requesting changes

To request changes to account-level settings:

1. Discuss the need with your Manager
2. Manager contacts your Customer Success Manager
3. CSM evaluates the request and security implications
4. Changes are implemented if appropriate

## Deactivating your account

If you need to deactivate your own account (for example, when leaving an organization):

1. Contact your Manager to request deactivation
2. Manager deactivates your account through team settings
3. Your sign-in access is immediately revoked
4. Your historical data and activity remain in the system

<Warning>
  Account deactivation is typically handled by your Manager or administrator. Don't attempt to delete your own data before leaving, as this may violate data retention policies.
</Warning>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't change email address">
    Email changes often require CSM assistance due to:

    * SSO configuration tied to email domain
    * Uniqueness requirements
    * Authentication dependencies

    Contact your Customer Success Manager to update your email.
  </Accordion>

  <Accordion title="Password change not working">
    Common issues:

    * Current password entered incorrectly
    * New password doesn't meet requirements
    * Account uses SSO (password managed elsewhere)

    Check the specific error message and try again, or contact your Manager for help.
  </Accordion>

  <Accordion title="Settings options missing">
    Some settings may not appear if:

    * Feature is not enabled for your account
    * Your role doesn't permit access
    * Setting is managed at account level

    Contact your CSM to discuss what settings are available.
  </Accordion>

  <Accordion title="Phone number verification failing">
    If you can't verify your new phone number:

    * Ensure the number can receive SMS
    * Check for typos in the number
    * Wait and request a new code
    * Contact your Manager if problems persist
  </Accordion>

  <Accordion title="Need to change authentication method">
    Switching between password and SSO requires CSM configuration. Contact your Customer Success Manager to discuss authentication options for your account.
  </Accordion>
</AccordionGroup>

## Best practices

### Keep information current

* Update your phone number immediately when it changes
* Ensure your name displays correctly
* Report any incorrect information to your Manager

### Maintain security

* Change your password periodically even if not required
* Use a unique password not used for other accounts
* Sign out on shared or public computers
* Report any suspicious account activity

### Work with your team

* Notify your Manager before extended absences
* Update your profile when responsibilities change
* Request role changes through proper channels

## Related topics

* [User roles](/administration/user-roles) - Understand permission levels
* [Authentication](/administration/authentication/overview) - Sign in, SSO, and MFA
* [Data security](/administration/data-security) - How Forerunner protects your information