Settings
Your profile, sign-in, and notification preferences.
Profile
U
Your photo comes from your workspace identity. Avatar upload lands with the profile service — until then the account card falls back to a monogram.
- Name
- —
- —
- Role
- —
Name and email are managed by your workspace identity provider.
Security & sign-in
Password & sign-in
Sign-in is enforced at the access edge — passwords are never entered, stored, or changed inside this application. To change your password or sign-in method, use your identity provider's account portal.
Sessionedge-verified
Access policyworkspace member
Notifications
In-app bell alerts. Preferences apply to this browser (server-side sync is a future increment).
Deal routed to a lender
Lender opened a package
Lender reply received
Deal approved / declined
Deal assigned to me
Deal ready to send
Commission settled
Renewal window opened (50% paydown)