Profile and preferences
Manage your name, security, appearance, default home, and notification settings.
Last reviewed 2026-07-14
Profile is your personal account surface — who you are, how the app looks, and how Invesh reaches you. It is separate from a single workspace’s holdings.
Open Profile from the user menu (footer of the sidebar).
Sections
| Section | What you control |
|---|---|
| My Profile | Display name and email |
| Preferences | Default home after you open a workspace — Wealth Dashboard or Artha |
| Account Security | Password and related security settings |
| Connected Accounts | Linked sign-in providers (OAuth) |
| Appearance | Light, dark, or system theme |
| Privacy | Cookie / consent preferences |
| Notifications | Per-category In-app and Email toggles |
| Active Sessions | Devices and sessions signed in to your account |
| About | App / build information |
| Account actions | Sign out or delete account |
Workspace vs profile
- Profile settings follow you across workspaces (theme, default home, notification channels).
- Workspace settings (name, members, invites) live under Workspaces — see Workspaces and collaboration and Workspace roles.