Launch
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Leave tracking
  12. Real-time reporting
  13. Proposals
  14. Templates
  15. Integrations
  16. Vendors and invoicing
  17. Equipment
  18. Account settings
  19. Open API

Account Settings & Profile

Your missionX account is your personal identity across the platform. While company workspaces, projects, and permissions change over time, your user profile remains yours forever. From your profile drawer, you can customize personal preferences, manage connected email addresses, configure two-factor security, oversee organization memberships, and manage saved payment methods.

Free Forever Personal Account: You can belong to multiple organization workspaces (e.g., your full-time company, freelance client workspaces, and partner agencies) using one unified login. Your personal profile and historical activity travel with you seamlessly.


Profile customization & preferences

Access your account settings at any time by clicking your avatar in the navigation bar:

SettingControlsHow It Works
Avatar & PhotoClick Avatar → Upload PhotoUpload your profile picture or company headshot. Avatars appear across workboards, team rosters, and comment threads.
First & Last NameInline EditYour name is automatically capitalized and formatted across all client-facing reports, proposals, and timesheet approvals.
TimezoneTimezone SelectorAutomatically detects your browser timezone or allows manual override. Ensures timesheet submission deadlines, notifications, and scheduling timelines reflect your exact local time.
Theme ModeLight / Dark Mode ToggleSwitch between Light Mode and Dark Mode to match your working environment. Preferences are saved across all devices.

Email management & multi-email login

missionX allows you to link multiple email addresses to a single account profile:

Email CategoryUsage & Best Practices
Primary EmailYour primary login identifier and destination for system alerts, password resets, and critical security notices. We recommend using a personal email as your primary address so you never lose access if you change employers.
Secondary / Work EmailsAdd secondary work domain emails (e.g. you@company.com) to accept workspace invitations restricted by organization domain security rules.
Email VerificationAll linked emails must be verified via confirmation link before they can be used for login or workspace access.

Security, passwords & Two-Factor Authentication (2FA)

Protect your account and organization data with enterprise-grade authentication controls:

Security LayerRequirementDescription
Password PolicyStrong Password StandardsRequires at least 8 characters including lowercase letters, numbers, and special symbols. Update your password anytime in the Security section.
Two-Factor AuthenticationSMS Phone VerificationEnroll your mobile number to receive a 6-digit verification code on sign-in. Required by organizations with strict security compliance policies.
Active Session ControlsSingle-Click Sign OutSign out securely across sessions and devices from the profile header.

My organizations & workspace memberships

View and manage all company organizations you currently belong to:

  • Quick Workspace Switch: Click any organization logo in your profile list to jump directly into that company's workspace.

  • Self-Service Leave: If you finish a contract or leave a company, you can voluntarily remove yourself from the organization with a single click.


Saved payment methods

Review and manage personal or company credit cards saved across your projects and organization workspaces:

Payment DetailDescription
Card InformationDisplays card brand (Visa, Mastercard, Amex), last 4 digits, and expiration date.
Billing ScopeLabels whether a card is attached to an Organization subscription or a specific Project workspace.
Detaching CardsRemove saved cards anytime with confirmation to prevent accidental subscription interruptions.

Next steps

Explore deep guides on Managing Your Account, Account Security & 2FA, and Account Deletion & Data Privacy.