Your profile, password and data
Updated
Your profile is yours across every workspace you belong to. Here's how to keep it up to date, and how to remove things you no longer need.
Change your name
Go to Settings → Profile, edit your first and last name, and select Save profile. Customers see your first name on replies you send. Teammates see your full name on assignments and internal notes.
Your email address is the one you sign in with, and where assignment emails land. You can't change it yourself. To move to a different address, contact us using Contact support on this help center.
Change your password
In Settings → Profile, enter your current password, then your new one twice. Use at least 8 characters, and a password you don't use anywhere else.
Forgot it? Select Forgot password? on the sign-in page and we'll email you a reset link.
Switch between workspaces
If you belong to more than one workspace, open the workspace menu at the top of the sidebar to switch, or press ⌘K (Ctrl+K on Windows) and choose Switch workspace.
Remove things you no longer need
- A teammate: an admin removes them in Settings → Team.
- An API key: an admin revokes it in Settings → API keys.
- A saved reply: delete it in Settings → Saved replies.
- A help article: delete it from the article's menu in Knowledge base.
- A connected app or assistant: disconnect it under Connected apps in Settings → AI assistants.
Delete your account or workspace data
To delete your account, your workspace, or the tickets and customer details in it, email privacy@bancrofthq.com. You can also ask for a copy of your data. Once your account is deleted, we remove your data within 30 days, except where the law requires us to keep it.