Account Settings

Tune how PlotLens looks, what it tells you, and who can act on your behalf — without leaving your workspace.

When to use this

Open Account settings when you want to change your name or avatar, decide which events should email you, switch themes, set your timezone, or revoke an old browser session or add-in connection. Use it when you need an API key, or when you want to understand which controls live in PlotLens versus your sign-in portal.

What’s in PlotLens vs your sign-in portal

PlotLens uses Clerk for sign-in and identity. That split decides where each setting lives.

Manage in PlotLens (Account → tabs in the sidebar):

• Profile: first name, last name, display name, avatar
• Notifications: per-category email and in-app toggles
• Preferences: theme, timezone, narrator tone, invisible mode, compact mode, tooltips
• Security: change password, view active browser sessions, manage API keys, manage add-in sessions

Manage in the Clerk account portal (accounts.clerk.com):

• Reset a forgotten password
• Add or change your email address and verify it
• Set up two-factor authentication (TOTP, SMS, backup codes)
• Connect or disconnect Google, GitHub, or other social logins
• Add a phone number for recovery
• Delete your account

PlotLens never stores your password or your MFA factors. If a setting is not on this page, it’s almost certainly in the Clerk portal.

Profile

Your profile is the name and face that appear next to your edits, comments, and validation findings.

1. Open Account → Profile.
2. Edit First name, Last name, or Display name. First and last name sync to Clerk; display name is a PlotLens-only label that can differ from your legal name.
3. Click Save.

Your email address shows here as read-only with a verified badge. To change it, open the Clerk account portal — PlotLens picks up the change on your next refresh.

Your avatar uses your Clerk profile image. If you haven’t set one, PlotLens shows your initials.

Notification preferences

Decide what PlotLens tells you and how. Open Account → Notifications.

Five categories, two channels each:

Category	What it covers
Validation	Story check completions, conflicts found, runs that failed
Documents	Upload, parsing, extraction success or errors
Teams	Invites, role changes, member additions or removals
Billing	Plan changes, invoices, payment failures
System	Maintenance windows and platform announcements

For each category, toggle In-app (the bell in the top bar) and Email independently. Both default to on. Save to apply.

The Notifications tab also shows your unread feed. Click Mark all read to clear it.

Workspace preferences

Open Account → Preferences.

Timezone. Pick the zone PlotLens uses for timestamps in the dashboard, validation history, and team activity. Eight zones are available: ET, CT, MT, PT, GMT, CET, JST, AET.

Theme. Choose Light, Dark, or System. System follows your OS setting and switches automatically.

Narrator tone. Controls the voice PlotLens uses when it explains validation findings and entity descriptions:

• Literary — descriptive, narrative phrasing
• Factual — terse, report-style phrasing
• Mix — factual core with light narrative framing

Each option shows an inline example before you commit.

Invisible mode. When on, your presence is hidden from teammates in shared projects — they won’t see you online or watching a document. The toggle commits immediately; no save needed.

Compact mode and Show tooltips. Smaller spacing for dense screens, and inline help text on form fields. Both save with the rest of your preferences.

Click Save preferences to apply timezone, theme, narrator tone, compact mode, and tooltips together. Invisible mode is the only toggle that saves on the spot.

Security

Open Account → Security.

Change password

1. Enter your current password, then your new password twice.
2. Click Update password.

Passwords must be at least 8 characters. PlotLens hands the change to Clerk, which validates and stores it — PlotLens never sees the plaintext.

If you signed in with Google, GitHub, or another social provider, this section shows a note that your password is managed by that provider. Change it there, not here.

Active browser sessions

This list shows every browser and device with an active sign-in: device, browser, location, IP, and last active time.

• Click Revoke next to any session to sign out that device.
• Click Revoke all other sessions to sign out everywhere except the browser you’re using right now. PlotLens will not let you revoke your current session.

Sessions are managed by Clerk; revoking takes effect within seconds.

Two-factor authentication and recovery

Set up TOTP, SMS, or backup codes in the Clerk account portal. PlotLens does not host an MFA UI — but once you’ve enabled MFA, every PlotLens sign-in goes through it.

API keys

API keys let scripts and integrations call the PlotLens API on your behalf.

1. Open Account → Security → API keys.
2. Click Create key, give it a name, and pick an expiration.
3. Copy the key once — it won’t be shown again.

The Security tab shows your three most recent keys with expiration badges. Click Manage to open the full API keys page, where you can revoke keys or create more.

Revoke any key you no longer trust; access stops immediately.

Add-in sessions

If you’ve signed in to the PlotLens add-in for Microsoft Word or Google Docs, each connection appears under Account → Security → Add-in sessions with the platform, install location, and last active time.

Click Revoke next to a connection to sign that add-in out. The next time you open the add-in, you’ll be asked to sign in again.

Account deletion

Account deletion lives in the Clerk account portal at accounts.clerk.com. Once you confirm there, PlotLens receives the signal and cleans up:

• Your projects, documents, and entities are removed from active storage.
• Sensitive content is crypto-shredded so it cannot be reconstructed.
• Team-owned content stays with the team; only your personal data and membership are removed.

Deletion is permanent. If you want to keep a copy of your work, export it before you delete the account.

Plan availability

Account settings are available on every plan — Free, Lite, Plus, Pro, Team, Studio, Production, and Enterprise. There are no per-tier limits on profile edits, notification toggles, preferences, password changes, session revocation, API keys, or add-in management.

Limits & edge cases

• Email change has no PlotLens form. The field on the Profile page is read-only by design. Update your email in the Clerk portal and PlotLens will reflect it.
• Social sign-in users can’t change passwords here. The password section shows a “managed by your provider” message. Change it with Google, GitHub, or whichever provider you used.
• Invalid current password. PlotLens shows the Clerk error message in a toast. Try again or use Forgot password on the sign-in screen to reset.
• You can’t revoke your current browser session. Use sign-out for that. The Revoke all other sessions action skips your current one on purpose.
• Invisible mode is one-way. It hides you from teammates’ presence indicators — you can still see them.
• API key shown once. If you lose it, revoke it and create a new one. PlotLens cannot recover the value.
• Notification settings page note. A “More notification settings coming soon” hint signals deeper per-event triggers we’re building.

Common pitfalls

• Looking for password reset, MFA setup, or account deletion inside PlotLens. They live in the Clerk account portal.
• Saving preferences and forgetting that invisible mode toggles on its own — you don’t need to click Save for that one switch.
• Treating display name as legal name. It’s a label, not your account identity; team admins and billing still see your first and last name.
• Leaving expired API keys around. Revoke them so they can’t be reactivated by mistake.
• Forgetting to verify a new email in Clerk. Until you click the verification link, PlotLens still shows your old address.

Related

• Billing & plans
• Teams & collaboration
• Integrations