Account settings

Overview

Settings is where you manage account preferences, security entry points, and data tools like My Data. It’s also where you orient when something about sign-in, notifications, or retention needs attention.

Why this feature exists

A calm settings area keeps important controls findable — so you don’t hunt through the product when you simply need to update how your account works.

Step-by-step

1. 1

   Open Settings

   From account navigation, open Settings while signed in.

2. 2

   Review profile and preferences

   Update details that help SeraCase address you correctly and behave the way you expect.

3. 3

   Open Security when needed

   Jump to Security settings for MFA, password-related controls, and related protection.

4. 4

   Open My Data for lifecycle tools

   Use My Data for retention, trash/restore entry points, and data-oriented actions.

Best practices

• Keep your email address current — it’s used for reset and important notices.
• After changing security settings, perform one fresh sign-in to confirm everything works.

Productivity tips

• Visit Settings once after onboarding to enable MFA and confirm notification preferences.

Common mistakes

• Ignoring My Data until you urgently need a restore.
• Changing email without updating recovery access elsewhere.

Frequently asked questions

Screenshots

Helpful links

• Settings
• Security settings
• My Data

Related articles

• Multi-factor authentication

  Add a second step to sign-in so your password alone isn’t enough to reach your case.

• Password reset

  Regain access safely when you forget your password — and harden the new one afterward.

• Notifications

  Stay informed about important account and case activity without letting alerts become noise.

• Data retention

  Understand how long materials may be kept, how lifecycle tools work, and where to manage your data.