Setting Up Your Workspace Name and Profile

Overview

Set your organization name, keep your personal profile up to date, and secure your account with a password change or two-factor authentication. Everything personal lives in Settings → Profile.

Step-by-step

1. Name your organization at sign-up — the Organization field on the registration form sets the name your whole team sees. Choose your company or team name; it appears in the workspace switcher at the top of the app.

2. Open your profile settings — click your avatar in the top-right corner and choose Settings, then select Profile.

3. Update your personal information — edit First name, Last name, or your Email address, then save. Your name appears next to comments, invitations, and audit entries, so keep it recognizable.

4. Change your password when needed — under Change your password, enter your current password, the new password, and the confirmation, then save. Passwords must be at least 8 characters.

5. Add two-factor authentication (recommended) — enable 2FA from the same page: scan the QR code with an authenticator app (or enter the setup key manually), type the 6-digit code to confirm, and store the backup codes somewhere safe. From then on, sign-in asks for a code after your password.

Tips

Tip: If your organization has more than one workspace, use the workspace switcher in the top navigation bar (next to the Surveti logo) to move between them — your profile settings apply everywhere.

Note: Disabling two-factor authentication requires your account password, so a stolen unlocked laptop is not enough to remove it.

Related articles

• How to Create a Surveti Account — where the organization name is first set
• Inviting Team Members to Your Workspace — add colleagues once your profile is ready
• Resetting Your Password — recover access if you're locked out