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Account Settings

The My Account page in CheckView is where you can manage personal account settings such as your contact information, security preferences, and display options. While this section provides control over individual user settings, most functional configurations related to test flows, billing, and organization-wide settings are managed under Organization Settings at the organization level.

My Account Sections

  1. Details: Displays and allows you to update your personal information.
    • Fields: First Name, Last Name, Email Address
    • Email Address: Used for sending account-related notifications such as password resets, test alerts, or critical updates.
    • Changing your email: Edit it under Personal Details and click Save changes. CheckView sends a confirmation link to the new address. Your email changes when you click that link, and you are then signed out and sign in again with the new address.
  2. Security: Enables you to manage your account’s security settings.
    • Password: Update your password for added security or after a reset. Changing your password signs you out on all your devices, including the one you are using. API tokens keep working; an organization admin can revoke them on the API Tokens page.
    • Enable Two-Factor Authentication (2FA): Adds an extra layer of protection by requiring a verification code during login. 2FA is enabled per account, not at the organization level. See Two-Factor Authentication and Backup Codes.
    • Pro Tip: Enabling 2FA is highly recommended to safeguard your account, especially if your organization works with sensitive data or complex workflows.
  3. Date and Time: Allows you to customize how dates and times are displayed in your dashboard.
    • Default Timezone: Set your preferred timezone.
    • Date Format: Choose between formats like MM/DD/YYYY or DD/MM/YYYY.
    • Time Format: Select 12-hour or 24-hour clock.
    • Important Note: These settings are specific to your account and do not affect other users in your organization.
    • Pro Tip: Set the timezone to align with your work hours so timestamps read naturally. Test schedules use the timezone set on each schedule.
  4. Privacy and Notifications: Manage preferences for updates, privacy requests, and account deletion.
    • Opt-in/Out of News and Updates: Choose whether to receive CheckView-related news, tips, and product updates.
    • GDPR Data Subject Rights (DSR) Requests: Submit a request to view, modify, or delete your personal data in compliance with GDPR.
    • Account Deletion: Request to delete your account permanently.
    • Important Note: These requests are not automated; CheckView support will follow up to confirm and process your request.

API Tokens

API tokens for the CheckView REST API and the CheckView MCP server are managed under Settings → API Tokens (organization admins only), not in your personal account settings. There you can create a token (it starts with cvpat_ and is shown only once) and revoke it at any time. See the CheckView MCP Server guide for how to use one.