Manage your account settings

Open My account from the account menu at the top right of any page. It has five tabs: Profile, Connections, Notifications, Billing and Privacy & data. The Profile tab is split into sections that you can open and close. Several can be open at once, and closing a section does not lose unsaved changes.

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Account details

Shows your sign-in email, your organisation and your plan, with Manage plan to go to Billing. One account is shared by the whole lab or practice.

Security

• Change password: enter your current password and a new one of at least 10 characters. Changing it signs out your other sessions and cancels trusted devices.
• Two-factor authentication: see your current method, Change method or Disable 2FA. See Sign in and two-factor authentication.

Patient names

The patient name on a transfer's page and on the download page is blurred until you select the eye button beside it. Tick Show patient names by default if your screen is not overlooked and you would rather see names straight away. It is saved as soon as you tick or untick it, applies only to your account, and you can still hide a name with the eye. It is off for every new account.

Receive files from customers

Your inbound form's status, customer URL, PIN and, on Enterprise, the hosted iframe. Shown on Pro and Enterprise; on other plans it is locked and any saved settings are kept. It also lists the customers with saved access to your form, who can open it without the PIN, and lets you remove any of them. See Set up your inbound form.

Saved inbound form PINs

Lists the lab inbound forms whose PIN you chose to remember by ticking Remember me on this form. Each row names the lab and has Open form and Remove. With nothing saved, the section says so and explains how to save one. See Can I skip the PIN next time?

Transfer validation

Choose which fields must be filled in before a transfer can be sent, separately for Normal transfers and, if you have one, your Inbound portal. Pick a template version, then Customise required fields and modes and select Save policy. Custom validation is available on Basic, Pro and Enterprise. When a new template version is published, your current settings are never replaced automatically.

Transfer defaults

• Shade guide and Scanner: every new transfer starts with these filled in, as does any lab's inbound form you fill in while signed in. Choose No default to leave them blank. Saved drafts are never changed.
• Default form modes: whether new transfers, and your inbound form, open in Simple or Expert. You can still switch on each case.
• Normal transfer layout and Inbound form layout: the order of the sections on each form, saved separately for Simple and Expert.

File retention

Choose whether hosted files are deleted automatically 7, 30 or 90 days after sending, or kept (Never). There is one setting for New transfers and, if you have an inbound form, one for Files submitted through this form.

Work order templates

Lists your templates with their size and date, and lets you delete them. Templates are created from the work order form, not here. See How do I use work order templates?

Branding

Make your transfers look like they come from your lab:

• Display name: shown instead of your organisation name. Leave it blank to use the organisation name.
• Accent colour: pick a colour or type a hex or RGB value. Your colour is used exactly as you set it. If it is very light, text placed on it (such as email buttons) switches to dark ink so it stays readable.
• Logo: a PNG or JPEG of up to 2 MB.

Where your branding appears depends on your plan:

Your data and deleting your account

Export your data and review your consent history on the Privacy & data tab. To delete your account, type DELETE and select Delete my account. This cannot be undone. See Deleting your account for exactly what happens.

The other tabs

• Connections: your saved labs and practices. See Save practices as connections.
• Notifications: which notifications and emails you receive. See Choose your notifications.
• Billing: your plan, subscription and billing email. See Plans, allowance and link expiry.
• Privacy & data: agreements, consent history, data export and account deletion. See Privacy and patient data.