Account and Team
Account and workspace settings control profile details, security, preferences, billing access, invitations, and team roles.
Account Settings
Profile
Update profile details, avatar, and account information where available.
Security
Manage password changes, email-based two-factor authentication, and account access.
Preferences
Adjust theme, chart palette, date format, currency, number format, timezone, and language.
Notifications
Choose when Chartlet.AI sends report, sync, or account-related emails.
Team Workspace Actions
- Switch between personal and shared workspaces.
- Create a shared workspace when your plan allows it.
- Invite teammates and assign roles.
- Revoke pending invitations or remove members when permitted.
- Leave or delete team workspaces when your role allows it.
Workspace Roles
Owner
Controls billing, workspace settings, members, and high-impact actions.
Admin
Manages workspace resources and members according to workspace permissions.
Member
Works with datasets, dashboards, analyses, and shared resources.
Viewer
Reviews available workspace content with limited editing ability.
Security Tip
Keep your email account secure, use a unique password, and remove workspace members who no longer need access to business data.