---
title: Account Settings
description: "## My Account Page Update your account settings from the **\"My Account\"** page. You can access this from the **\"Welcome\"** menu in the upper right of the assessment editor. ![Update Agolix account settings](https://agolix.com/wp-content/uploads/2022/12/Account-Settings-1.png) ## Profile Under your profile settings tab…"
url: "https://agolix.com/user-guide/account-settings/"
updated: "2026-10-06"
category: Access Account Options
---

# Account Settings

## My Account Page

Update your account settings from the **"My Account"** page. You can access this from the **"Welcome"** menu in the upper right of the assessment editor.

![Update Agolix account settings](https://agolix.com/wp-content/uploads/2022/12/Account-Settings-1.png)

## Profile

Under your profile settings tab you may adjust the name, email, and login email associated with the account.

### Update Name on the Account

Enter changes to the name on the account in the **"Name"** field.

![Update Name on the Account](https://agolix.com/wp-content/uploads/2022/12/Update-Name-on-the-Account-1024x158.png)

### Update Account Email Address

Enter changes to the account email address in the **"Email"**field.

![Update account email address](https://agolix.com/wp-content/uploads/2022/12/Update-account-email-address-1024x163.png)

### Update Account Login

The login for your account is shown in the **"Login"** field. Your login will automatically update if you change your email. To use a different login, simply edit the login field.

![Agolix Update Account Login](https://agolix.com/wp-content/uploads/2022/12/my_account_page_login_email_field-1100x141.png)

## Password

To update your known password, please access the Password tab on the left-hand side.

![Agolix Password Update](https://agolix.com/wp-content/uploads/2022/12/Password-Update-cropped-1100x441.png)

### Current Password

Type in your current known password.

### New Password

Type in the new password you would like assigned to your account.

### Confirm Password

Type in the new password you would like assigned to your account again. Please ensure they match. Select **Update Password** when you are done.

## Subscription

Next, you are able to adjust your subscription by selecting the **Subscription** tab on the left-hand side.

![Agolix Subscription Page](https://agolix.com/wp-content/uploads/2025/05/subscription_tab-edited.png)

### Subscription Plan

Your subscription level is shown, along with a button that allows you to upgrade your subscription plan.

![Agolix Subscription Plan](https://agolix.com/wp-content/uploads/2022/12/current_plan-1-1100x298.png)

### Update Payment Information

A button on the right side of the window opens a portal that allows you to update your payment information. There's also a place inside to make changes to your subscription plan.

To the right of the button is a link that cancels your account.

![Agolix Update Payment Information](https://agolix.com/wp-content/uploads/2022/12/manage_account_sub_payment-1100x289.png)

## Security

On the **Security** tab, you can turn on two-factor authentication (2FA) for your account. When it's on, logging in takes two steps: your password, then a 6-digit code from an app on your phone. Even if someone gets hold of your password, they can't get in without your phone.

2FA is available on every plan and is optional for individual accounts. If you don't turn it on (and your team doesn't require it), logging in works exactly as before. Your respondents are never asked for a code.

### Turn On Two-Factor Authentication (2FA)

You'll need a free authenticator app on your phone, such as **Google Authenticator**, **Microsoft Authenticator**, or **Authy**.

1. On the **Security** tab, click **Enable Two-Factor Authentication**.
2. **Scan the QR code** with your authenticator app. **Agolix** will appear in the app with a 6-digit code.
3. **Save your recovery codes.** Click **Download Codes** and keep the file somewhere safe, but not only on your phone. If you ever lose your phone, each code lets you log in once.
4. **Confirm** by typing in the 6-digit code your app shows, then click **"Verify"**.

![Agolix account security](https://agolix.com/wp-content/uploads/2022/12/Agolix-Account-Security-1100x515.png)

To turn off 2FA, click **Disable Two-Factor Authentication** on the Security tab.

### Log In with a Code or Recovery Code

From now on, after entering your password, you'll enter the 6-digit code from your app. Don't have your phone with you? Click **"Use a recovery code**" and enter one of your recovery codes instead.

![Agolix Two-Factor Authentication Code](https://agolix.com/wp-content/uploads/2022/12/Two-Factor-Authentication-1100x552.png)

### Get New Recovery Codes

Used up a few recovery codes? Click "**Regenerate Recovery Codes**" on the **Security** tab to get a fresh set, then download and store them somewhere safe.

![Agolix Two-Factor Authentication Settings](https://agolix.com/wp-content/uploads/2022/12/Two-Factor-Authentication-Settings-1100x425.png)

### Lost Your Phone?

If you've lost your phone and your recovery codes, [contact our success team](https://agolix.com/contact-us/). We'll confirm it's you by sending a code to the email address on your account, then reset your 2FA so you can set it up again.

## Settings

The final tab is your Settings Tab. Here you can adjust brand settings and access your API Key.

![Agolix Account Settings](https://agolix.com/wp-content/uploads/2022/12/settings_tab-1100x545.png)

### API Key

With **Advanced**, **Private Label**, and **Professional** subscriptions, you'll next see your API Key, which enables you to integrate your assessments with external applications.

### Brand Name & Email

With **Private Label** and **Professional** subscriptions, fields are available where you can enter the Brand Name and Email address that you would like shown in Results Email Messages.

### Response Retention Period

Set the number of Days or Years you'd like to keep the responses you've collected from your respondents. (By default, responses are deleted after 5 years).

### Save Your Changes

Click the **"Save Account Settings"** button to save your changes and return to your dashboard.

## Teams

With the **Professional** plan, click **Teams** to invite team members and share access to your account. One team member license (in addition to yourself) is included with your professional subscription. You may also purchase additional licenses.

![My Acct Teams](https://agolix.com/wp-content/uploads/2022/12/My-Acct-Teams-1100x451.png)

Click "Invite A Team Member".

![My acct Invite a Team Member](https://agolix.com/wp-content/uploads/2022/12/My-acct-Invite-a-Team-Meber-1100x483.png)

Enter your team members email address. Choose their role: Manager, Editor, or Viewer. If you select "Editor" or "Viewer" for the role, you can optionally restrict the team member's access to one or more [collections of assessments](https://agolix.com/user-guide/professional-features/). Leave these unchecked to allow access to all collections.

![Agolix Select team member role](https://agolix.com/wp-content/uploads/2022/12/invite-team-member-2-728x628.png)

Next, click "Add." Your team member will receive an emailed invitation to join your team. If they don't see your assessments when they log into their account, ask them to click their name in the upper right and choose your team in the dropdown menu.

Until the invitation has been accepted, you may revoke it by clicking the "X" in the Invitees list.

If you require additional team members, Click "**Add Licenses**" to add team member licenses. The billing period for your team members - either annually or monthly - will match that of your base subscription.

![Agolix Teams Invitees](https://agolix.com/wp-content/uploads/2022/12/My-acct-Teams-Invitees-1100x355.png)

Select the number of licenses you need. The Professional plan provides 1 license, and more can be purchased as needed. Click "**ADD**" to save your work.

![Agolix Teams Add Licenses](https://agolix.com/wp-content/uploads/2022/12/Teams-Add-Licenses-1100x576.png)

Once you've added a Team members email address, you can:

- Resend the invitation email to them
- Copy the invite URL
- Delete this member by clicking X

![Teams John doe](https://agolix.com/wp-content/uploads/2022/12/Teams-John-doe-1.png)

After the user has accepted the invitation, you'll see their information beneath the Add Licenses button:

![Agolix Teams Add Licenses](https://agolix.com/wp-content/uploads/2022/12/used-license-1.png)

Click the pencil icon to change the user's role or allowed collections. Click the X to remove the member. If you've purchased additional licenses, you will see an unused license indicator. You can click the X to remove that license and cancel the billing for it.

### Require Two-Factor Authentication

You can require 2FA for everyone on your team. First [turn on 2FA for your own account](#h-security), then tick **Require 2FA for all team members** on the **Teams** tab.

Your team members will get an email letting them know, and they'll be walked through setup the next time they log in.

If someone on your team gets a new phone, click the reset icon on their row. They'll set up 2FA again the next time they log in.

![Agolix Two-Factor Authentication (2FA)](https://agolix.com/wp-content/uploads/2022/12/Two-Factor-Authentication-Policy-cropped-1100x543.png)

Please review the rest of the **[Reference Guide](https://agolix.com/user-guide/)** to learn more about our software.

Thank you for choosing **Agolix**!