Managing Team Members & Account Settings
Personal account preferences and organisation administration have separate controls. The options you see depend on your permissions.
1. Add or update team members
Open Team Members and choose Add Team Member. Enter the person's details, select an available role and review the form before choosing Add Member.
To update someone, open their team-member page and choose Edit. For a pending invitation, use Resend Invite when available. Ask the recipient to check their email and spam folder before resending.
Some roles and accounts are protected from changes by other workspace members. If the required role or action is unavailable, contact your organisation owner or support. Before removing a departing colleague, review their policy ownership and outstanding work.
2. Personal details and notifications
Open Profile to update your details, password or timezone. Notification Preferences lets you review the notification controls available for your account. Save your changes and check the confirmation.
3. Account Settings
Open the account control at the bottom of the sidebar. In Account Settings, use Security for two-factor authentication and Sessions to review account sessions. Follow the on-screen setup and save your two-factor backup codes securely.
The Organisation tab appears for users with the relevant permission. The separate Compliance Profile page contains the workspace's compliance profile controls. Ask your administrator or support about an organisation setting that is not available to you.
4. Personal data requests
In Account Settings → Privacy, the Download Your Data section lets you choose a format and select Request Data Export. Check the request status and available download when it is ready. This is a personal-data request, not an export of every organisation record.
The same tab includes Delete Account. Read the confirmation and the Privacy Policy before proceeding. Contact support if you need help with organisation data or account ownership.
5. Recover access
Use Forgot password to request a reset link. If a reset or invitation link has expired, request a new one rather than reusing it. Never send your password or two-factor backup codes to support.
Still need help?
Email our support team at support@policy-suite.com — we typically respond within 24 hours.