Manage your account

Use your account settings to change your name, email, sign-in methods, preferences, and signed-in devices. The same account can join more than one organization. Each organization separately decides what you can see and do there.

Open the account menu and select Profile to manage your information.

Change your display name

Open Profile > Display name and enter the name you want other people to see. This name appears in FTE Tree activity, conversation messages, requests, and user lists.

Microsoft, Google, or a company sign-in service can supply your name when the account is created. Updating your FTE Tree profile does not change your name in that external service.

Manage connected sign-in methods

Open Connections to add or remove available Microsoft or Google sign-in methods and to review a company sign-in connection created through an organization’s approved sign-in flow.

FTE Tree will not let you remove your only way to sign in unless another method is available. If another method is available, you can remove a company connection, but you will not be able to open an organization that requires it until you reconnect through that organization’s company sign-in link. Removing a connection from FTE Tree does not delete the separate Microsoft, Google, or company account.

An organization can require its own company sign-in method and can separately require a verified passkey or an authenticator app for standard access. An email code or another connection can still work for your account but will not replace the exact company method or the separate FTE Tree MFA check.

Change your email

1. Open Email.
2. Enter the new address.
3. Open the verification email.
4. Use the verification link to finish the change.

Your current email remains active until the new address is verified. Invitations and organization notifications use the verified account email.

Changing your email does not prove that you use a company account, satisfy required company sign-in, or automatically add or remove organization access. An organization’s email policy can also stop organization email from being sent to an address outside its permitted domains.

Confirm recent account access

Before you change your email or sign-in methods, or sign out other devices, you must confirm it is you. Signing in does not count as this confirmation. If your last confirmation was more than 15 minutes ago, FTE Tree will ask you to confirm again. Adding or removing an authenticator and generating replacement recovery codes use the same recent-account confirmation when you already have a confirmation method.

Depending on the methods available to you, account confirmation can use a passkey, authenticator, or a recovery code. Adding or removing a passkey, or changing your email or connected accounts when a passkey is already enrolled, requires recent verification with that passkey. If you have no FTE Tree MFA, you must add a passkey or set up an authenticator before an email, connection, or session change can continue. Setting up that first authenticator is itself the way to add a confirmation method.

This includes accounts that sign in only through Microsoft, Google, or a company provider. Provider MFA does not replace the separate FTE Tree account confirmation.

This 15-minute account confirmation is separate from the recent MFA checks used for protected organization administration. See Sign in and protect your account for the supported MFA methods and recovery code limits.

Review our policies

A minor correction may not ask you to agree again. If you missed an earlier update that required your agreement, you will still need to review the current policies before continuing.

FTE Tree asks you to review the Terms of Service and Privacy Policy before continuing if you have not accepted them or an update needs your agreement. When a policy changes, the notice names it and an Updated label helps you find it. Read the policies and any summary of changes, then select the checkbox and choose Agree and continue if you agree.

If you do not agree, you can sign out. If you manage billing and a cancellation link is available, you can cancel your subscription without accepting the policies. Cancellation takes effect at the end of the current paid billing period. Contact Support if you need help.

Manage preferences

Choose your time zone and theme from your profile. Leave Time zone at Organization default to follow the organization you are viewing, or choose a personal time zone. Dates and times shown to you use that time zone where applicable.

Choose Regional format to control number separators, grouping, date order, month names, and time style. Choose Currency display to use symbols or currency codes. Leave either choice at Organization default to follow the organization you are viewing. A personal choice applies when you move between organizations; it does not change another person’s display.

Review the number, currency, date, and time examples before saving. See the available regions and currencies. The currency example uses the selected region’s local currency. Actual pay, budget, and cost amounts keep their workforce currency, and billing stays in U.S. dollars. Currency codes help distinguish amounts when symbols such as $ would be unclear.

Changing regional presentation does not convert currencies, recalculate costs, change your time zone, or move an effective date. Follow each date field’s entry hint and use a four-digit year. Previously generated report files keep their original presentation; prepare a new report to use your new preferences.

While you are in an organization, open Profile > Notifications to choose which approval assignment, approval result, and conversation emails you receive for that organization. Conversations and mentions starts off. Turn it on for email links to conversations you follow or are mentioned in; muted conversations remain quiet. These choices do not remove work or messages from FTE Tree. Sign-in, security, invitation, billing, and service email follow their own rules.

Review signed-in devices

Open Sessions to review where your account is signed in. When other sessions exist, choose Sign out everywhere else and confirm recent account access to end all of them, including any you still recognize.

Signing out other sessions affects every organization used from those sign-ins. It keeps your current session open and preserves membership and account history. If only your current session remains, Sign out everywhere signs you out too.

Account status

If FTE Tree says your account is inactive, do not create a second account to work around it. Follow the page guidance or contact Support using the email address associated with the account.

Organization access can be inactive even while your FTE Tree account remains active. An organization administrator manages the membership; FTE Tree Support handles account-level recovery.

Form choices

Use this reference to choose form values. Available choices depend on the task, selected date, and your access.

Theme

Choose whether FTE Tree follows your device appearance or uses your preferred theme.

This is a personal display preference. It does not change another user’s display or the organization’s information. Time-zone preferences are also personal; use the zone that matches how you read activity times.

Optional practice: choose your FTE Tree preferences

For exercises that change records, use a separate practice organization and complete the preparation below.

Practice steps and checks

1. Open your account settings.
2. Review your name, email, time zone, and notification preferences.
3. Change one preference and check its effect.
4. Review your connected sign-in methods and active sessions.
5. Review whether to sign out all other sessions using the available action.

For an email or sign-in-method change, complete the verification shown on the page and keep a working way to sign in.

Your account settings describe you as a person using FTE Tree. They do not edit Avery Reed’s employee record, assignment, or pay. If you switch organizations, your permissions there come from that organization’s membership. Next, choose how you receive notifications.