Profile Settings

Your profile contains personal information, security settings, and organization details. This guide covers managing your Scriptix account profile.

Accessing Profile Settings

Navigation:

1. Log in to Scriptix
2. Click Profile or Settings in navigation
3. Or click user avatar/name in top-right
4. Profile page opens with tabs

Profile Sections:

• Account Details
• Organization Details
• Security Settings
• User Preferences
• Account Management (Danger Zone)

Account Details

Personal Information

Editable Fields:

Field	Description	Required
First Name	Your given name	Yes
Last Name	Your family name	Yes
Email	Account email address	View only
Newsletter	Receive updates via email	Optional

How to Edit:

1. Navigate to Account Details tab
2. Update first name or last name
3. Toggle newsletter subscription (checkbox)
4. Click Save or Update
5. Changes save immediately

Email Address:

• Cannot be changed after account creation
• Used for login and notifications
• Contact support if email change needed

Newsletter Subscription:

• Check box to receive Scriptix updates
• Uncheck to opt out
• Can change anytime

Password Management

Change Password:

1. Navigate to Profile page
2. Click Change Password button
3. Modal opens with password form

Password Requirements:

• Minimum 12 characters
• At least 1 uppercase letter
• At least 1 lowercase letter
• At least 1 number
• No common or weak passwords

Password Change Form:

Field	Description
Old Password	Current password (for verification)
New Password	New password (meets requirements)
Confirm New Password	Re-type new password (must match)

Steps:

1. Enter current password
2. Enter new password
3. Confirm new password
4. Click Save or Change Password
5. System validates and updates
6. Success message appears

Password Best Practices:

• Use unique password (not reused elsewhere)
• Include mix of characters
• Change periodically
• Never share password
• Use password manager

Organization Details

Organization Information

Editable Fields:

Field	Description	Required
Organization Name	Company/organization name	Yes
Email	Organization contact email	Yes
Phone	Contact number (8-15 digits)	Yes

Billing Address:

• Street address
• City
• Postal code
• Country (dropdown selection)

VAT Information:

• VAT number (for EU businesses)
• Billing identifier
• Tax purposes

How to Edit:

1. Navigate to Organization Details tab
2. Update fields as needed
3. Click Save
4. Changes apply to organization account

Organization Features

Diarization Option:

• Enable automatic speaker identification
• Default setting for new uploads
• Can override per upload

Magic Link Export:

• Allow export from shared links
• Security setting for document sharing
• Enable/disable organization-wide

Reseller Branding (for Resellers)

Custom Branding Options:

Brand Logo:

• Upload custom logo image
• Displayed in generated documents
• Accepted formats: PNG, JPG, SVG
• Maximum file size: 2MB recommended

Brand Color:

• Color picker interface
• Select primary brand color
• Applied to documents and UI (if reseller)
• Hex code input supported

Brand Name:

• Custom brand name
• Replaces "Scriptix" in some contexts
• Used in client-facing materials

How to Set Branding:

1. Navigate to Organization Details
2. Scroll to Reseller Branding section
3. Upload logo, select color, enter name
4. Click Save
5. Branding applied to new documents

Security Settings

Two-Factor Authentication (2FA)

What is 2FA:

• Extra security layer for your account
• Requires second verification code
• Uses authenticator app (Google Authenticator, Authy, etc.)
• Recommended for all users

Enable 2FA:

Step 1: Initiate Setup

1. Navigate to Security Settings tab
2. Toggle Enable 2FA switch
3. QR code modal appears

Step 2: Scan QR Code

1. Open authenticator app on phone
2. Scan QR code displayed
3. App generates 6-digit codes

Step 3: Verify

1. Enter 6-digit code from app
2. Click Verify
3. System validates code

Step 4: Save Backup Codes

1. Backup codes displayed
2. Download or copy codes
3. Store securely (offline)
4. Use if lose phone access

Step 5: Confirmation

1. 2FA enabled on account
2. Badge shows "Active"
3. Required at next login

Backup Codes:

• 10 one-time use codes
• Use if can't access authenticator app
• Download immediately (won't be shown again)
• Store securely (password manager, safe)
• Each code usable once only

Disable 2FA:

1. Toggle Disable 2FA switch
2. Confirmation modal appears
3. Enter 6-digit code OR backup code
4. Click Confirm
5. 2FA disabled

Lost Access:

• Use backup codes if lost phone
• Contact support if no backup codes
• May require identity verification

Account Status

Status Indicators:

• Active - Account in good standing
• Trial - Free trial period (if applicable)
• Inactive - Account deactivated
• Suspended - Payment or policy issue

Two-Factor Status:

• Badge shows if 2FA enabled
• Toggle to enable/disable
• Recommended for security

User Preferences

Keyboard Shortcuts

Custom Key Bindings:

• Personalize keyboard shortcuts
• Up to 3-key combinations
• Save/delete shortcuts
• Preference storage

How to Set Shortcuts:

1. Navigate to Preferences tab
2. Click Add Shortcut button
3. Enter key name/function
4. Press keys to record combination
5. Click Save
6. Shortcut added to list

Example Shortcuts:

• Play/Pause: Ctrl+Space
• Skip Forward: Ctrl+Right Arrow
• Insert Timestamp: Ctrl+T

Export Templates

Custom Templates:

• DOCX templates for export
• PDF examples
• Summarization prompts
• Organization-wide templates

Manage Templates:

1. Navigate to Account Personalization
2. View existing templates
3. Download templates (DOCX or PDF)
4. Delete templates
5. Add new templates

Add Template:

1. Click Add Template
2. Enter template name
3. Select type (Export or Summarization)
4. Upload DOCX template file
5. Upload PDF example (optional)
6. Enter summarization prompt (if applicable)
7. Click Save

Template Types:

• Export Template - Document formatting
• Summarization Template - AI summary prompts

Account Management

Deactivate Account

What It Does:

• Temporarily disables your account
• Cannot log in while deactivated
• Data preserved
• Reversible (contact support to reactivate)

When to Use:

• Taking break from service
• Temporary suspension needed
• Want to keep data but stop access

How to Deactivate:

1. Scroll to Danger Zone section
2. Click Deactivate Account button
3. Confirmation modal appears
4. Warning about consequences
5. Click Confirm Deactivation
6. Account immediately deactivated

Reactivation:

• Contact support with account email
• Identity verification required
• Account restored with all data

Delete Account

What It Does:

• Permanently deletes your user account
• Removes all personal data
• Cannot be undone
• Organization data may remain (if org admin deletes)

What Gets Deleted:

• Your user profile
• Your personal settings
• Your authentication credentials
• Your preferences

What Remains:

• Documents you created (transferred to organization)
• Comments show your name (historical record)
• Organization data (if admin deletes org, all deleted)

How to Delete:

1. Scroll to Danger Zone
2. Click Delete Account button
3. Serious warning modal appears
4. Read consequences carefully
5. Type confirmation if required
6. Click Confirm Delete
7. Account permanently deleted

Before Deleting:

• Export any needed documents
• Save personal data locally
• Transfer ownership of important items
• Ensure truly want permanent deletion
• Consider deactivation instead

Delete Organization (Admin Only)

For Organization Administrators:

• Delete entire organization
• Removes all organization users
• Deletes all organization data
• Extremely destructive - use with caution

What Gets Deleted:

• Organization account
• All user accounts in organization
• All documents and files
• All settings and configurations
• All teams and permissions
• Billing data (invoices preserved for compliance)

How to Delete Organization:

1. Navigate to Danger Zone
2. Click Delete Organization button
3. Critical warning appears
4. Must be organization admin
5. Confirmation required
6. Type organization name to confirm
7. Click Confirm Delete
8. All organization data deleted

Cannot Be Undone - Alternative:

• Download all data first
• Export critical documents
• Consider account suspension instead
• Contact support before deletion

Profile Best Practices

Security

Strong Password:

• 12+ characters minimum
• Mix upper, lower, numbers, symbols
• Unique to Scriptix (not reused)
• Change if suspected compromise

Enable 2FA:

• Always enable two-factor authentication
• Use reputable authenticator app
• Save backup codes securely
• Don't share codes

Regular Updates:

• Review profile information quarterly
• Update contact details if changed
• Check security settings
• Audit connected devices (if feature available)

Organization Management

Keep Information Current:

• Update billing address when moving
• Verify contact email works
• Maintain accurate phone number
• Update VAT if status changes

Branding Consistency:

• Upload high-quality logo
• Choose brand color matching guidelines
• Test branding in documents
• Update when rebranding

Privacy

Newsletter Preference:

• Opt in only if want updates
• Unsubscribe anytime
• Check spam folder if missing emails

Data Minimization:

• Only provide required information
• Don't share sensitive data unnecessarily
• Review what information is stored

Troubleshooting

Can't Change Email

Problem: Email field not editable

Reason: Email is account identifier, cannot be changed

Solution: Contact support if must change email (may require new account)

Password Reset Failed

Possible Causes:

1. Old password incorrect
2. New password doesn't meet requirements
3. Passwords don't match

Solutions:

• Verify old password carefully
• Check new password meets all requirements (12+ chars, upper, lower, number)
• Ensure confirmation matches exactly

2FA Not Working

Problem: Authenticator code rejected

Solutions:

• Check time sync on phone (2FA time-sensitive)
• Try next code (codes expire every 30 seconds)
• Use backup code if authenticator unavailable
• Contact support if persistent issue

Profile Changes Not Saving

Possible Causes:

• Network issue
• Validation error
• Required field missing

Solutions:

• Check all required fields filled
• Look for error messages (red text)
• Refresh page and try again
• Check internet connection

Next Steps

Manage your account:

• API Keys - Generate API tokens for integrations
• Billing & Subscription - Manage payments and plans
• Usage & Limits - Track your usage and quotas
• User Preferences - Customize your experience

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Keep your profile current! Update information, enable security features, and manage account settings for optimal experience.