Account Settings

Last updated: 2026-03-23

Hintyr's Account Settings let you manage your profile, security credentials, organization membership, billing, and notification preferences. Everything lives on a single page accessible from the sidebar. Whether you are a solo practitioner or part of a larger team, this is where you control how your account behaves and how your organization is configured. Administrators use it to invite members, choose a subscription plan, and manage billing, while individual members use it to update their profile and notification preferences.

Account Settings

Tabs across the top of the settings page

Select a tab to manage the corresponding settings for your account and organization.

How to access account settings

Open Account Settings by clicking your avatar or the gear icon in the sidebar. The page is organized into tabs. Some tabs are available to every member; others are restricted to organization administrators.

Personal vs. organization settings

Some tabs control your personal account (Profile, Account, Notifications). Others control organization-wide settings that affect all members (Members, Plan, Billing). Only organization administrators can access the admin-only tabs. Admin access is granted either during organization creation or when an existing admin promotes a member. Keep in mind that changes made on admin-only tabs -- such as switching plans, updating payment methods, or removing members -- take effect for the entire organization immediately.

  • Profile - Choose your avatar color and view your display name.
  • Account - Manage login credentials and security settings.
  • Notifications - Toggle email notification preferences.
  • Members (admin only) - Invite, manage, and remove organization members.
  • Plan (admin only) - View and change your subscription plan.
  • Billing (admin only) - Manage payment methods, view invoices, and apply promotion codes.

Recommended setup

After creating an account or joining an organization, start by setting your display name on the Profile tab so teammates can identify you easily. Next, visit the Notifications tab to choose which email alerts you want to receive. If you are an administrator, invite your team members from the Members tab and select a subscription plan that matches your storage and seat requirements. Completing these steps first ensures your organization is ready to create cases and begin reviewing documents right away.

In this section

Frequently asked questions

How do I open Account Settings?
Click your avatar or the gear icon in the sidebar to open the settings page. All settings are organized into tabs across the top of the page.
Which tabs are restricted to admins?
The Members, Plan, and Billing tabs are only visible to organization administrators. All other tabs are available to every member.
What is the difference between account settings and case settings?
Account Settings control your profile and organization-wide configuration like billing and membership. Case Settings control options for a specific case, such as case members, custodians, and tags.
Can I change my organization name?
Organization name changes are handled by contacting Hintyr support. This ensures naming consistency across billing, audit trails, and exports.

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