Profile & Account Settings

Opening your profile

To open your profile:

1. Tap the hamburger menu icon (☰) on any main screen to open the side drawer.
2. Tap your profile card at the bottom of the drawer — the card with your avatar, name, and email. (The card at the top of the drawer is the project switcher.)

The Profile screen slides in on top of the current screen; swipe back or use the back control to return.

Profile screen overview

The Profile screen is your hub for account settings. It contains:

1. Avatar — your profile photo (pick or remove).
2. Profile details — first name, last name, email, phone number, and the app language picker, with a Save changes button.
3. Change password.
4. Appearance — a dark mode switch.
5. Desktop control — the "Ask before every desktop task" switch for the Cx Desktop app.
6. Security — two-factor authentication and your active sessions.
7. Privacy & Legal — Terms of Service and Privacy Policy.
8. Support — contact the support team.
9. Sign out.
10. Danger zone — permanently delete your account.

Update or remove your avatar (profile photo)

Your avatar is shown in the drawer and in team member lists.

To set a new avatar:

1. Tap your current avatar (or the camera control) in the avatar card.
2. The app asks for access to your photo library the first time — allow it.
3. Pick a photo. The upload starts automatically.

To remove your avatar:

1. Tap the Remove option in the avatar card (shown when you have a photo set).
2. Confirm. Your account then shows your initials instead of a photo.

Photo library permission

The app needs access to your photo library to let you pick a profile photo. When you tap the avatar for the first time, iOS or Android shows a permission dialog.

• Tap Allow (or Allow Access) to grant permission.
• If you previously denied it, enable photo access for CX Assistant in your device Settings.

If permission is denied, the photo picker cannot open.

Update your name, email, and phone number

In the Profile details section:

1. Edit the First name field (required).
2. Edit the Last name field.
3. Edit the Email field to change your registered email address.
4. Edit the Phone field to add or update your phone number.
5. Tap Save changes.

Changes are reflected across the app and for your teammates. Note that changing your email changes the address used for login and notifications.

Change the app language

To change the language of the app interface:

1. Open your Profile (drawer → profile card).
2. In the Profile details section, tap the Language picker and choose your preferred language.
3. Tap Save changes.

The app interface switches to the selected language. Content written by your project team — project names, status labels, comments, announcements — always stays exactly as it was written and is not translated.

Change your password

To change your password from the app:

1. Open your Profile and find the Change password section.
2. Enter your new password.
3. Re-enter it in the confirmation field.
4. Save.

Requirements: minimum 8 characters, and both fields must match. Tap the eye icon on a password field to show or hide what you are typing.

After a successful change you remain signed in on this device. To sign other devices out, use Security → Active sessions.

Dark mode — change the app appearance

The app follows your device's light or dark appearance by default.

To override it:

1. Open your Profile (drawer → profile card).
2. In the Appearance section, use the dark mode switch.

The change applies immediately across the entire app — no restart needed.

Security and sessions — where to manage 2FA and devices

Two-factor authentication and signed-in devices are managed from the Security screen:

1. Open your Profile (drawer → profile card).
2. Tap the Security row ("Two-factor authentication and active sessions").

From there you can set up or disable an authenticator app (TOTP) and email codes, manage backup codes, and open the Active sessions screen to see and revoke signed-in devices.

Legal — Terms of Service and Privacy Policy

To read the legal documents:

1. Open your Profile (drawer → profile card).
2. In the Privacy & Legal section, tap Terms of Service or Privacy Policy.

The document opens in an in-app viewer. You accepted both when creating your account and can review them at any time.

Support — contact the support team

To contact support:

1. Open your Profile (drawer → profile card).
2. Tap the Support row.
3. Pick a reason (Subscription, Technical, Account, Feature request, or Other), describe your request, and submit.

You receive a ticket ID you can copy to the clipboard. The Support screen also links to the web support page and support@cx-assistant.com.

Sign out

To sign out of the app:

1. Open the side drawer by tapping ☰.
2. Tap your profile card at the bottom of the drawer to open your Profile.
3. Scroll down and tap Sign out (below Support).

There is no Sign out button in the drawer itself. You will be returned to the sign-in screen and locally stored data is cleared. To sign back in, enter your email and password.

Delete your account — Danger zone

Account deletion is permanent and cannot be undone.

To delete your account:

1. Open your Profile and scroll to the Danger zone section at the bottom.
2. Tap Delete account.
3. A warning explains what will be deleted — read it carefully.
4. Confirm the deletion.

What happens:

• Your personal information is removed from the system.
• You are signed out immediately and cannot sign in again with the same account.

If you only want to leave a project (not delete your account), contact a project admin instead.

Profile update errors

• Name is required: First name cannot be empty.
• Email already in use: The new email is already registered to another account.
• Password mismatch: The confirmation must match the new password.
• Password too short: Use at least 8 characters.
• Update failed: Check your internet connection and try again.