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Your Profile and Settings

Settings is available to every authenticated user. It contains a Profile tab for personal preferences and account actions, and a Governance Pack tab for the platform governance brief.

Open Settings​

Select Settings in the sidebar. The page opens on Profile.

The address /app/settings?tab=governance opens the Governance Pack tab directly.

Profile picture​

Your current picture or initials appear at the top of the Profile tab.

To upload a picture:

  1. Select Upload new picture.
  2. Choose a JPG, PNG, or GIF image.
  3. Wait for Profile picture updated.

The maximum file size is 2 MB. The image is applied immediately and can appear in places where Navaid identifies you to colleagues.

Select Remove picture to return to the initials avatar.

Profile details​

Full name​

Edit Full name, then select Save Changes. A success or failure message appears above the profile controls.

The name can be shown in company user lists and as the owner of a session visible to authorised colleagues. If the name is empty, Navaid may use an email-derived label or initials.

Email​

Email is read-only. It is the authentication identity used for passwordless codes and invitation matching. There is no email-change workflow on this page.

Member since​

Member since is read-only and shows when your Navaid profile was created.

Language​

When multilingual support is available, choose a language in the Profile tab. This changes:

  • the Navaid interface language; and
  • the language the advisor is asked to use.

The same language control may appear at the bottom of the sidebar. Changing either control updates the same preference.

Read Languages for the available locales, feature gate, and fallback behaviour.

Export My Data​

Select Export My Data to download a JSON file named with the export date. The export includes data associated with your identity, including:

  • profile;
  • company memberships and company names;
  • sessions you own and their messages; and
  • monthly token-usage history.

The export is structured data, not a formatted report. Keep it secure: it can contain conversation content and company information.

If export fails, stay signed in, retry once, and make sure the browser permits downloads. A failed export does not delete or modify anything.

For a more detailed data workflow, see Data Export and Account Deletion.

Delete My Account​

Delete My Account permanently deletes your Navaid account. The confirmation explains that sessions, messages, and profile information associated with the account are removed. On success, Navaid signs you out and returns to the public site.

Before deletion:

  1. Export anything you need to retain.
  2. Finish or hand off active work.
  3. If you are the only Admin, arrange another Admin for the company.
  4. Understand that deletion is not reversible.

Account deletion removes your identity and your owned data through the account-deletion workflow. Shared company data, another user's sessions, and the company itself are separate resources and may remain.

Permanent action

There is no restore action in Settings. Do not confirm until you have saved any required export.

Governance Pack​

The Governance Pack tab presents a governance and security brief intended for internal review. It can be downloaded as a multi-page A4 PDF personalised with:

  • your name;
  • the active company name; and
  • the download date.

Use it to begin an internal approval conversation, not as a substitute for your organisation's own security, privacy, legal, procurement, or risk assessment.

Read Governance Pack for its workflow and limitations.

Privacy and company visibility​

Profile preferences belong to you, but some identity details are visible to colleagues with appropriate company access. Your language selection does not change another user's interface.

Changing your full name or avatar does not change session ownership, company role, or permissions. Those are governed by active memberships.

Troubleshooting​

The language control is missing​

Multilingual support is controlled by a system feature flag for ordinary users. A System Admin can verify the setting.

An image upload is rejected​

Confirm the file is an image and no larger than 2 MB. Convert uncommon formats to JPG or PNG.

My name did not update elsewhere​

Confirm Profile saved successfully, then refresh the other page. Existing generated summary text is not rewritten when your profile changes.

Account deletion fails​

Your account remains intact. Retry after re-authenticating. If it still fails, contact support or a System Admin; do not assume that a failed request partially deleted the account.

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