Settings

Profile & security

Manage your Bounty CRM account, appearance preferences, password, Face ID / Touch ID, passkeys, and data requests.

Personal settings cover your user account—not the whole company. In the web CRM, open Profile (or the personal settings area) for Account, Appearance, and Security. On the native field app, Profile → Security also covers Face ID / Touch ID and forgetting this device. Company-wide branding and subscription billing stay under Settings.

Account

• Update your name and contact details used across the CRM. Changes save as you type (after a short pause).
• Upload or change your personal avatar where available.
• Changing your email requires your current password, sends a confirmation link to the new address, and notifies your current address. Login and team alerts keep using the old email until you confirm. Other sessions are signed out after a successful change.
• Company name, logo, and address remain on Settings → Company—see /docs/settings/company. Workflow defaults (signature, regional, invoice) are under App Settings—see /docs/settings/app.

Appearance

Appearance preferences are per user and don’t change what customers see on documents.

• Schedule default — Choose how the jobs schedule opens for you (for example your preferred calendar/list starting view).
• Time format — Prefer 12-hour or 24-hour clocks in the UI.

Security

Password

Change your password from Security when you’re signed in. After a successful change, we email a confirmation to your account address. If you’ve forgotten it and can’t sign in, use /auth/forgot-password instead (see /docs/getting-started/account).

Face ID / Touch ID (native)

On the native iOS field app, enable Face ID or Touch ID under Profile → Security to unlock the app after it’s locked. You can forget this device to clear the remembered biometric sign-in. Passkeys for website passwordless login are managed separately at /auth/passkeys.

Apple & Google

If you signed in with Apple or Google, your account is linked to that provider. You can still add a password or passkeys for backup access. Sign-in options are available on /auth and in the native login flow.

Passkeys

Register device passkeys for passwordless sign-in on the marketing-site auth flow. Manage them at /auth/passkeys on this site (native field app and CRM Security direct you there). Remove passkeys for lost devices promptly.

Data export and deletion

Under Security → Data and privacy, the Account Owner can generate a machine-readable ZIP export of company CRM data (JSON plus stored files where size allows). Download from Settings while signed in—exports stay available for 7 days. We email you when an export is ready but do not send storage links. Only the Account Owner can request deletion of the entire company workspace—this notifies our team and does not delete data on click. Staff who need to leave should be deactivated under Team; that removes one seat without deleting company data.

For workspace deletion: cancel or non-renew billing first (cancel is not the same as delete). After we verify the request, CRM access continues through the end of your paid term. Then a 30-day Delete Window applies before permanent purge or anonymization, as described in our Privacy Policy and Terms.

For privacy or account-deletion questions beyond self-serve controls, email customerservice@praevisio.co. See also our Privacy Policy and Terms on this site.