Account and security

Your account belongs to you and works across practices. Open your name at the bottom of the sidebar and choose Settings. The page has four tabs: Profile, Security, Notifications and Preferences. Practice-wide rules, such as requiring two-factor for everyone, are set by the owner in Organization → Settings. See Data and compliance.

Set your profile and preferences

In Profile, change your picture and your first and last name. Your email address is shown with its verification status. The name you enter is the name colleagues see.

In Preferences, choose a theme (Light, Dark or System), your language, and whether single-key shortcuts are on. Data residency shows where your account data is stored. Your language applies to you only. See Countries and languages.

Notifications controls which notifications reach you. The Agent has its own page, reached from the link Agent settings in the same sidebar. See Agent settings.

Turn on two-factor protection

Two-factor adds a code from an authenticator app to your sign-in. Do it before you work with patient data.

1. Open Security and choose Enable 2FA under Two-factor authentication. Enter your current password if asked.
2. Scan the QR code with your authenticator app, or enter the secret shown. Enter the 6-digit code to confirm.
3. On Save your recovery codes, choose Copy codes or Download codes and store them somewhere safe. Each code works once if you lose access to your authenticator.

If your practice requires an authenticator app, you see Two-factor authentication required until you finish. The requirement counts as met only for a session verified with an authenticator or recovery code. If you are asked to verify, enter a current code or a recovery code.

Change your password and passkeys

Under Security, choose Change password, enter your current password and a new one, and choose Update password. This signs out your other sessions. If your account has no password, for example when you sign in through your practice's single sign-on or Google, choose Set password. Salisan emails a 6-digit code to confirm it is you.

Choose Add passkey to sign in with your device's biometrics or a security key, and Remove to delete one. Connected accounts lists the sign-in methods linked to your account.

Review where you are signed in

Sessions lists the devices that are signed in, with the date each one signed in. Choose Revoke next to a session you do not recognise, or Revoke other sessions to sign out everywhere except this device. Choose Sign out to end the current session. Sign out after using a shared computer.

Download or close your account

Under Close account, Download JSON exports your personal profile, preferences, security metadata and support history. It does not include organization records.

Closing your personal account is separate from offboarding a practice, which is under Organization → Compliance. See Data and compliance.

If you cannot sign in, see I can't sign in and Two-factor problems.