Account Settings

Account Management

Update your profile, set or change your password, change your email address, and understand how sessions and account security work in contactID.

Your profile holds your personal account information. It’s separate from your agent data (an agent is the sender identity used on outbound forms; your profile is your account owner information). Here is what you can update.

1. Where To Update Your Profile

Sign in to your dashboard.
Go to Account Settings.
Click Profile.
Every editable field is on this page.

2. What Fields Are On The Profile

First name and last name.
Display name. Shown in the dashboard header.
Company name. Appears on your invoices.
Time zone. Affects scheduled batch times and the timestamps on emails you receive.
Language. The dashboard supports English, Spanish, French, German, and Portuguese.
Country.
Marketing preferences. Toggle emails about product updates, tips, and offers.

The extension side panel is English only for now.

3. Editing And Saving

Changes save immediately and apply across every device and the extension. There’s no separate save step to remember.

4. Marketing Preferences

You can toggle:

Product updates. New features and extension releases.
Tips and best practices. Outreach guidance.
Special offers. Discounts and promotions.

Account notices, like billing and security notices, are always sent and cannot be toggled off.

A password is optional in contactID. Most people never set one, and sign in instead with a 6-digit code emailed to them, or with Google. You’re free to add a password whenever you want the extra option.

1. Signing In Without A Password

Enter your email on the sign-in screen.
Request a 6-digit code, which arrives by email.
Enter the code to sign in.

Or sign in with Google if that’s how you originally created your account.

2. Setting A Password For The First Time

Sign in, then go to Account Settings, then Security.
If you’ve never set a password, you can create one directly on this page.

3. Changing An Existing Password

Go to Account Settings, then Security.
Enter your current password.
Enter and confirm your new password.
Save the change.

4. Forgot Your Password?

You have two options:

Click Reset password on the sign-in screen. A code is emailed to you so you can set a new password.
Or skip the password entirely and sign in with an emailed 6-digit code instead.

5. Google Sign-In Accounts

If you signed up with Google, you don’t have a contactID password unless you set one. Setting a password on the Security page lets you sign in without Google too, which is also the first step if you ever need to change the email address on a Google-linked account.

Changing your password on the Security page automatically signs out every other active session, on every device. It’s the fastest way to lock out anyone who shouldn’t have access.

Changing your account email takes a bit more than changing a password, since the new address needs to be verified first.

1. Start The Change

Sign in, then go to Account Settings, then Profile.
Click Change Email Address.
Enter the new email address.

2. Verification

A verification code is sent to the new address and is valid for a short window, so complete verification promptly. While the change is pending:

Your current address gets a security notice about the pending change.
Your current address keeps receiving account notices until the new address is verified.

3. After Verification

Once you enter the code and verification completes:

Sign-in and account notices switch over to the new address.
Every session on every device is signed out, including the one you’re using right now, so you’ll need to sign in again everywhere.

4. Google Sign-In Accounts

If you originally signed up with Google, set a password first on the Security page. That decouples your account from Google sign-in so you can change your email through the normal flow above.

Don’t recognize a pending email change notice on your current address? Change your password immediately on the Security page, which signs out every active session at once, then contact support.

contactID keeps you signed in with a sliding session window, so active users are rarely asked to sign in again.

1. How It Works

Each session runs on a 30-day window.
Every active use, opening the dashboard or the extension, starting a batch, or taking any other action, extends your session another 30 days.
A session only expires after 30 full days with no activity at all.

2. Sessions Are Per Device

Sessions are tracked per browser and device. You can be signed in on several devices at once, for example your laptop, a second browser, and the extension on another machine, each with its own independent session and its own 30-day clock.

3. Dashboard And Extension

The dashboard and the extension each keep their own session. Signing out of one does not sign you out of the other.

There’s no dedicated sessions or device-list page in the current version of contactID, so you won’t find a table of active sign-ins to review one by one. Here’s how to manage sessions instead.

1. Signing Out One Device

From the dashboard: open the account menu and click Sign Out.
From the extension: open the side panel profile icon and click Sign Out.

This ends the session on that one device only. Every other device you’re signed in on stays signed in.

2. Signing Out Everywhere At Once

To end every active session on every device in one step, change your password on the Security page. This automatically invalidates every other active session, making it the fastest way to lock out a device you no longer use, or one you don’t recognize.

contactID doesn’t yet offer two-factor authentication (2FA) as a native feature.

1. Google Sign-In And 2FA

If you sign in with Google and your Google account has two-step verification turned on, that protection carries over to contactID automatically. Signing in still goes through Google’s own verification, including any 2FA you’ve set up there.

2. Accounts That Sign In With A Password Or Email Code

If you sign in with a password or an emailed 6-digit code rather than Google, there’s currently no additional verification step on top of that. Keep your email account itself secure, since it can be used to receive sign-in codes, and use a strong password if you choose to set one.

Native two-factor authentication for contactID is on the roadmap. Check the What’s New page for updates.

contactID doesn’t send automatic suspicious-activity alerts yet, so a quick manual check is currently the best way to catch anything unusual on your account.

1. What To Check

Review your Payment History for charges or credit usage you don’t recognize.
Review the Analytics page for campaign activity or sends you didn’t start.

2. If Something Looks Off

Change your password on the Security page. This signs out every other active session at once.
Contact support with details of what you noticed.

Automatic suspicious-activity alerts aren’t available yet. Checking Payment History and Analytics periodically is the best way to catch anything unusual in the meantime.