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Profile & Security

Web vs mobile: Profile fields match the web Profile page. Mobile adds native Security settings — TOTP enrollment, passkeys, recovery codes, and offline queue management — in one place under Account & profile.

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 with Face ID, Touch ID, or device passcode:

  1. Tap Passkeys
  2. Follow prompts to register this device
  3. At next sign-in, authenticate with biometrics instead of typing a password

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 iPhone or iPad
  • Flush the queue after flights — If ticket comments did not send

For web profile basics, see Profile (web).