diff --git a/docs/articles/expensify-classic/settings/Account-Details.md b/docs/articles/expensify-classic/settings/Account-Details.md deleted file mode 100644 index 535e74eeb701..000000000000 --- a/docs/articles/expensify-classic/settings/Account-Details.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: Account Details -description: The Account Details section of your account is where you can update your profile photo, enable 2FA, and change the email address associated with your Expensify account. ---- - -# Overview -The Account Details section of your account is where you can update your profile photo, enable 2FA, and change the email address associated with your account. - -You can have multiple email addresses tied to your account to make it easier to submit expenses or manage your account. Let’s go over how to configure the various account settings located under the Account Details section of your Expensify account. - -# How to add a profile photo -To update your name or add a profile photo, navigate to **Settings** > **Account** > **Account Details.** Under “your profile” you’ll notice a profile picture thumbnail, click “edit photo” underneath to update the profile image. - -# How to enable Two-Factor Authentication -Setting up Two-factor Authentication is one of the best ways to secure your account. This can be enabled individually in your account settings by following **Settings** > **Accounts** > **Account Details** > **Two Factor Authentication** and toggle the switch to **Enabled.** - -Save or download your **Recovery Codes.** It’s important to keep these safe! You WILL lose access to your account if you cannot use your authenticator app and do not have your recovery codes. - -Use your favorite authenticator app to connect to Expensify using the QR code or click the link to enter the secret key manually. - -Once connected, quickly enter the code generated by your app into Expensify before the timeframe runs out! - -# How to manage your devices -You can access your Expensify account on multiple devices, which allows for easy access to your account data. By heading to **Settings** > **Account** > **Account Details** > **Device Management**, you can review the devices that have access to your account. - -From that same place in your account, you can remove any devices that should no longer have access. To do this, select the **Revoke** button next to each device you wish to remove access to your account. - -# How to add a Secondary Login -A Secondary Login is helpful if you have multiple email addresses and don’t necessarily need multiple Expensify accounts. By adding additional emails to your Expensify account, you can use them to forward receipts to receipts@expensify.com and they will be uploaded to your main Expensify account. To get this added to your account, follow these steps: - -1. Log in to your Expensify account through a web browser at www.expensify.com. Please note that this process cannot be completed using the mobile app; it must be done from the website at expensify.com. -2. Navigate to **Settings** > **Account** > **Account Details**. Scroll down to find the 'Secondary Logins' section, then click the 'Add Secondary Login' button. -3. Input the email address or mobile phone number you wish to add, ensuring you include the international code if applicable. -4. You will receive a prompt to enter the Magic Code, which will be sent to the email address you're adding as a secondary login. - -# How to update your email address -Once a Secondary Login is added to your account, you can make it your primary email address. The primary address on an Expensify account is the address that will receive email notifications and updates regarding the account. Any new email addresses must be added as a secondary login before they can be made a primary address. - -1. Log in to your Expensify account through a web browser at www.expensify.com. Please note that this process cannot be completed using the mobile app; it must be done from the website at expensify.com. -2. Navigate to **Settings** > **Account** > **Account Details**. Scroll down to find the 'Secondary Logins' section, then select the **"Make Primary"** button next to the email address. -3. You can keep the old address as a secondary login or delete email addresses by selecting the **"Remove"** button. - - -# Deep Dive -## Managing emails connected to other Expensify accounts -A secondary login can only be added if it is not linked to an existing account. If you have two email addresses with Expensify accounts linked to them, you'll need to merge them instead. - -Alternatively, you can remove a personal email address from a previous work/organization account to use it elsewhere. - -Is your Secondary Login (personal email) validated in your company account? If so, do the following: -1. Navigate to expensify.com -2. Log in using your validated Secondary Login -3. Navigate to **Account** > **Settings** > **Account Details** > **Secondary Logins** -4. Remove your personal email address from the account by clicking the **"Remove"** button next to your email - -Is your Secondary Login (personal email) invalidated in your company account? If so, do the following: -1. Navigate to expensify.com -2. Enter your invalidated secondary login email address -3. You will be presented with a confirmation message saying Expensify sent you an email with a validation link -4. Head to your personal email account and follow the prompts -5. You'll receive a link in the email to click that will unlink the two accounts - -{% include faq-begin.md %} -## The profile picture on my account updated automatically. Why did this happen? -Our focus is always on making your experience user-friendly and saving you valuable time. One of the ways we achieve this is by utilizing a public API to retrieve public data linked to your email address. - -This tool searches for public accounts or profiles associated with your email address, such as on LinkedIn. When it identifies one, it pulls in the uploaded profile picture and name to Expensify. - -While this automated process is generally accurate, there may be instances where it's not entirely correct. If this happens, we apologize for any inconvenience caused. The good news is that rectifying such situations is a straightforward process. You can quickly update your information manually by following the directions provided above, ensuring your data is accurate and up to date in no time. - -{% include faq-end.md %}