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Profile & Security

Web vs mobile: Profile fields match the web Profile page on iOS. Account and profile management are not on Android — use iOS or the web portal.

Manage your personal information, sign-in security, and notification preferences under More → Account & profile.

Profile Information​

What You Can Update​

FieldEditable?
Full nameYes — tap, edit, then Save profile
Phone numberYes
EmailNo — contact your IT provider to change

After editing, tap Save profile at the bottom of the screen. A confirmation appears when changes are saved.

Your email is the sign-in identity for ClientOne Mobile and the web portal.

Change Password​

When password sign-in is allowed for your organization:

  1. Open Account & profile
  2. Find the Password section
  3. Enter your current password and new password
  4. Save

If your organization is SSO-only, password change is not shown — manage credentials through your company identity provider.

You can also reset a forgotten password from the sign-in screen via Forgot password? See Getting Started and Logging In (web).

Notification Preferences​

In the Notifications section, toggle:

  • In-app notifications
  • Ticket status updates (email)
  • Ticket reply notifications (email)
  • Overdue invoice reminders (email, when billing is enabled)

Tap Save notification preferences to apply changes.

Security​

The Security section covers multi-factor authentication and passwordless sign-in.

Authenticator App (TOTP)​

Enroll a time-based one-time password app (Microsoft Authenticator, Google Authenticator, etc.):

  1. Tap Set up authenticator
  2. Scan the QR code or enter the manual secret
  3. Enter a verification code to confirm

Required when your IT provider mandates MFA for customer accounts.

Recovery Codes​

After MFA enrollment, generate recovery codes for one-time use if you lose access to your authenticator:

  1. Tap Recovery codes
  2. Generate and save codes securely (they are shown once)
  3. Use a recovery code at sign-in when prompted

Passkeys​

Register a passkey for passwordless sign-in (iOS). Account and profile management are not on Android:

  1. Tap Passkeys
  2. Follow prompts to register this device
  3. At next sign-in, choose Sign In with Passkey if the app offers it

Passkeys can also satisfy MFA verification for that session when configured.

Manage or remove passkeys from the same screen.

Offline Sync Queue​

When you create tickets or post comments without connectivity, changes are stored in an offline sync queue and sent automatically when you reconnect.

Under Offline Sync Queue:

  • Pending updates — Count of queued actions
  • Flush queue now — Manually send pending items when you are back online

Use flush if items seem stuck after regaining connectivity.

Sign Out​

Scroll to the bottom of Account & profile and tap Sign Out. You return to the sign-in screen.

Sign out on shared devices. Web portal sessions are separate — sign out there too if needed.

Common Questions​

Can I change my email?​

Not from the app. Contact your IT provider.

Can I upload a profile picture?​

Profile pictures are not currently available in ClientOne.

Why don't I see password settings?​

Your organization may require SSO only. Use your company login or ask your IT provider.

Tips​

  • Keep phone number updated — Your provider may need to reach you
  • Save recovery codes offline — Store them somewhere safe, not in the app
  • Register a passkey — Fastest sign-in on your personal phone or tablet
  • Flush the queue after flights — If ticket comments did not send

For web profile basics, see Profile (web).