Personal settings overview - profile menu and Settings
Personal settings are the options that belong to you rather than to the workspace: your name and photo, notification choices, theme, password, language and time zone. Everyone who can sign in to Worklenz can open them, whatever their role.
At a glance
| What it is | The Account & Personal, Help & Support and Danger Zone groups in Settings |
| Where to find it | Avatar in the top-right corner > Settings |
| Who can use it | Everyone who signs in to a workspace |
| Plan | All plans |
How do you open Settings?
- Click your avatar in the top-right corner of the navbar. If you have not uploaded a photo, you see a user icon instead.
- Click Settings in the menu.
Settings opens with a Search settings… box and a list of collapsible groups. On a wide screen the list sits on the left. On a narrow screen it stacks above the page content.
What is in the profile menu?
The menu lists these items in this order.
| Item | What it does | Who sees it |
|---|---|---|
| Account header | Shows your avatar, name, email and role in brackets, such as (Owner), (Admin), (Team Lead) or (Member). Shows (Guest) in guest sessions. | Everyone |
| Admin Center | Opens the Admin Center | Owners and Admins |
| Billing | Opens billing | Owners and Admins |
| Settings | Opens personal settings | Everyone |
| Get Mobile App | Opens a window with a QR code and store links | Everyone, hidden when your license has expired |
| Dark Mode / Light Mode | Switches theme at once. The label names the mode you would switch to, and a pill shows ON or OFF. | Everyone |
| Log Out | Signs you out | Everyone |
How is the Settings sidebar organized?
Groups collapse and expand. The first group and the group for the page you are on start open. When you type in the search box, every group with a match opens. Search looks at group names, page names and related words, so “dark” finds Appearance.
| Group | Pages | Who sees it |
|---|---|---|
| Account & Personal | Profile, Notifications, Appearance, Change Password, Language and Region, Mobile App | Everyone |
| Help & Support | Help | Everyone |
| Danger Zone | Delete Account | Everyone |
| Workspace groups | Workspace Setup, Project & Workflow, Financial & Billing, System & Integrations | Owners and Admins |
Team Leads and Members see only the first three rows. If they open a workspace page by link, Worklenz sends them to an unauthorized page. The workspace groups are covered in workspace settings.
Where does each page live?
| Guide | Covers |
|---|---|
| Profile | Name, read-only email, photo |
| Notification preferences | Email, pop-ups, unread counts, scheduled digests |
| Appearance | Light and dark mode |
| Change password | Password rules and what happens to other sessions |
| Language and region | Display language and time zone |
| Mobile app and help | App download and the Help page |
| Delete account | Request permanent deletion |
Best practices
- Check the Account header in the profile menu when something seems missing. The role shown there decides which Settings groups you see.
- Use the search box instead of expanding groups one by one, because search opens every matching group at once.
- Treat Delete Account as separate from Log Out. It sits in its own Danger Zone group so it is not hit by accident.