// Account & governance

Settings

All of your account and org settings in one place.

Settings is split into two sections: personal settings (profile, email, password, and theme) and organization settings (org name, branding, and team). Only owners and admins can change org-level settings.

Personal profile

Update your full name and avatar from Settings → Profile. Your name appears in the dashboard and in audit log events attributed to your account.

completelane.com/dashboard/settings

Profile

RL

Full name

Rachel Lin

Email

rachel@acmetax.example.com

Organization settings

Update your org's display name from Settings → Organization. The org name appears in client emails and on the portal. This is different from your email sender name, which lives in Branding.

completelane.com/dashboard/settings

Organization

ATG

Organization name

Acme Tax Group

This is the name shown to clients in emails and on the portal.

Theme and appearance

CompleteLane supports Light, Dark, and System (follows your OS preference). Change the theme from Settings → Appearance or from the user menu in the dashboard sidebar.

completelane.com/dashboard/settings

Theme

Email and password

You can change your login email from the Profile section. A verification link is sent to the new address — the change takes effect once verified. Password changes require your current password and send a confirmation link to your email.

Deactivating your org

Deactivating puts your org in a 30-day grace period. During this window, no new requests, uploads, or emails are possible, but all existing data remains accessible. The option is in the danger zone at the bottom of Settings.

completelane.com/dashboard/settings

Danger zone

Deactivating moves your org into a 30-day grace period. You can restore from your account during that window.

The danger zone lives at the bottom of Settings.

Restoring an org

Within the 30-day grace window, the owner can restore the org from their account page. After 30 days, all data is permanently deleted and cannot be recovered.

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