Your account
Some settings are yours and some belong to the firm. This page is the line between them.
What you control yourself
Your personal settings live in two places: the AI and chat settings, where how the assistant behaves for you is configured per person, and your profile, where sign-in and identity live.
| Setting | Where |
|---|---|
| Default AI agent, reasoning-process visibility, context and usage display | AI and chat settings. Configured per person, not per firm. |
| Default document export format | AI and chat settings. Set once and applied everywhere in the platform. |
| Theme — light, dark or system | AI and chat settings on web; Settings on mobile. |
| Message density and text readability | AI and chat settings. |
| Notification preferences | eFirm, Settings > Notification preferences. |
| Push notifications | A dedicated settings page where you pick which notifications you receive. |
| Active sessions — see and revoke where you are signed in | Profile and preferences. |
| Sign out, or sign out everywhere | Profile and preferences. |
| Set or change your password | In-app set-password flow. Sign-in-code-only accounts can add one. |
| Profile picture — upload or delete | Your member profile. |
| Your own Microsoft connection | Integrations. Firm-level integrations are configured once by an admin; each member connects their own account for personal calendar and document access. |
| Archive, rename or delete your own chats | The chat sidebar. |
| Save personal prompts | The prompt library, from the Starter plan upwards. |
| Delete your account | The danger zone in account settings. |
The AI settings page covers what each of the assistant preferences actually changes.
What only an admin can change
| Setting | Why it is not yours | Who to ask |
|---|---|---|
| Your role and permissions | Permissions attach to roles, not to people. Changing yours changes everyone holding that role. | A workspace admin, in Roles & Permissions. |
| Calendar and record visibility | Set per module on the role, not per person. | A workspace admin. |
| Your earning and charging hourly rates | Member-profile fields that feed the firm's profitability reports. | Whoever manages Teams & Members. |
| Workspace timezone, currency and tax rate | Firm-wide values the whole workspace inherits. | A workspace admin, in eFirm settings. |
| Seats and plan tier | Bought at workspace level. | The workspace owner, in the subscription panel. |
What stays private, and what is shared
- Your AI conversations are yours. Colleagues cannot open them and you cannot open theirs.
- Your onboarding progress is remembered per person and per product, across every workspace you belong to.
- Credits are not personal. They sit in one workspace pool everybody draws from — see data architecture.
Accounts and workspaces are different things
Your account is you: one work email, one sign-in, one set of preferences. A workspace is the firm. The same account can belong to several workspaces with a different role and a different plan in each, so a setting that looks wrong is often a setting that is right in the workspace you are not currently in.