Keep your profile current#
Open Settings → Profile to edit your name, picture, preferred timezone, and the day your week starts. Changes to your profile apply in every workspace you belong to.
- First name and Last name save when you leave the field or press Enter. Your name can’t be left blank. Your full name can be up to 120 characters.
- Choose Upload image to add a PNG, JPEG, GIF, or WebP picture up to 5 MB, or Remove to take it off. An empty file, or a file whose contents don’t match its type, is refused (That file is empty. / That file does not match its type and cannot be uploaded.).
- Preferred timezone decides what “today” means on Home: your greeting, what’s due today or overdue, and the day’s meetings. If you haven’t picked one, Ariyel saves your browser’s timezone as your preferred timezone the next time it loads, so it won’t follow you to a new timezone after that; change it here. UTC can’t be kept: choosing it switches back to your browser’s timezone the next time Ariyel loads. The Tasks page groups due dates by your device’s calendar, not this setting.
- Start week on can be Monday or Sunday; it starts on Monday. It sets the first column of every calendar picker, the Next week due-date shortcut (the first day of next week, not today plus seven), the activity feed’s This week group, and is within this calendar week filters on Contacts, Deals, Tasks, Notes, and Fulfillment lists, sequence recipients, and report cards. Workflow Filter and If blocks and sequence exit checks still use Sunday–Saturday.
To change the address you sign in with, choose Edit beside Primary email address, enter the new address, and choose Send confirmation link, then follow the confirmation email. Entering the new address alone doesn’t complete the change; keep signing in with your current address until it’s confirmed.
Choose your appearance#
In Settings → Appearance, choose Light, Dark, or System and select an accent color. System follows your device preference. These are personal choices, not a redesign of everyone’s workspace.
Your theme and accent color are saved in the browser you chose them in, so another browser or device keeps its own. Quick actions also offers Switch to dark mode or Switch to light mode.
Choose which notifications reach you#
Open Settings → Notifications. Each row has separate Email and App checkboxes, and all of them start on. Clear a checkbox to stop getting that notification by email or in the app; it saves straight away.
| Row | You hear about it when |
|---|---|
| Mentions | Someone @mentions you in a note or a task. Editing one notifies only the people newly mentioned. |
| Assignments → Deal or contact | Someone makes you the owner of a deal, including when they create it, or of a contact. |
| Assignments → Task | Someone assigns a task to you. |
| Assignments → Fulfillment | Someone assigns a fulfillment step to you. |
| Deal stage changes | Someone moves a deal you own to another stage. |
- In-app notifications appear in the sidebar and link to the relevant work. The bell’s list ends with a Notification settings button that opens these settings.
- The bell shows a dot while something is unread. Opening a notification marks it read, and Mark all as read marks the rest. Read notifications stay in the list, dimmed.
- The bell lists your newest 50 notifications in the current workspace. Notifications are deleted after 90 days, or sooner if the record they’re about is deleted.
- Email notifications can reach you when you aren’t looking at Ariyel. Each one ends with a Notification settings link to these settings.
- You don’t receive notifications for your own actions.
- There are no due-date reminders.
- Preferences apply to you in the current workspace. They do not change your teammates’ settings.
Workflow failure emails are controlled on the workflow itself, not by this list. Workspace invitations, the email a workspace owner gets when Ari has used 80% of its monthly credits, and Slack is disconnected from <Slack workspace>, which every owner and admin gets when the Slack connection breaks, can’t be turned off here either. Replying to a notification email goes to the teammate whose action sent it. If an update fails to save, use the error’s retry option rather than assuming the change took effect.
Protect your sign-in#
- In Profile, find Two-factor authentication. If the Authenticator app row says Enrollment status unavailable., choose Try again; Enroll authenticator appears once Ariyel can confirm you aren’t enrolled.
- Choose Enroll authenticator.
- Add the displayed QR code or the Secret setup key to your authenticator app.
- Enter the current code in Code and choose Confirm. Wait for confirmation that two-factor authentication is on.
From then on, each time you sign in Ariyel asks for the 6-digit code from your authenticator app before it opens. Profile has no option to remove the authenticator once it’s on.
Some actions always need two-factor authentication: creating an API token, creating or testing a webhook (see Developers), deleting a workspace, inviting an owner, and changing someone’s role to or from Owner. Once you’ve turned it on, a few more need your verified sign-in too: removing an owner, managing a sending domain, and deleting your own account. If Ariyel says an action needs two-factor, turn it on under Two-factor authentication in Profile, then try again.
Keep your authenticator setup key private. Changing a password requires your current password. Ariyel also signs out your other sessions; existing access lasts until their tokens expire, and this session stays signed in. Under Password, enter your Current password and a New password of at least 12 characters, then choose Change password. If Ariyel saves the new password but can’t sign out your other sessions, it says Password updated, but we could not sign out other sessions. Retry to finish; this session stays signed in. Choose Retry signing out other sessions; your new password is already saved. If you can’t sign in, use Forgot password? on the sign-in screen; a reset password also needs at least 12 characters and signs out other sessions the same way. See Troubleshooting & help.
Delete your account#
At the bottom of Profile, under Danger zone, choose Delete my account, type DELETE, and choose Delete account. This disconnects your Google accounts, removes you from your workspaces, and deletes your login. Invitations you sent that haven’t been accepted are deleted too. You’re signed out on every device and returned to the sign-in page. It can’t be undone. If a workspace you belong to is still being deleted, it fails with <workspace name> is still being deleted. Try again in a few minutes. Wait and try again.
Refer and earn#
Open Settings → Refer and earn for the affiliate consult booking link and a list of referrals for this workspace. Our team adds and updates referrals after you join the program.
Choose Book a call to schedule the consult. Under Your referrals, each referral shows its status: Referred, Signed up, Qualified, or Paid. Everyone in the workspace sees the same list.
See what’s new#
Open Settings → Change Log, under Resources, for Ariyel’s release notes, newest first. Each note is tagged New, Improved, or Fixed.
Separate personal and workspace settings#
The Personal group in Settings holds Profile, Appearance, Email and calendar accounts, Refer and earn, and Notifications. Once your workspace has Quo or Dialpad connected, Phone lines appears there too; see Quo or Dialpad.
Your connected Google account and sharing choices live under Email and calendar accounts. Company-wide rules live separately under the workspace’s Email and calendar settings. Start with the connection guide before changing sharing or synchronization.