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Overview

The Settings screen is your personal account control panel. It holds the details that belong to you as an individual user. Your name and profile, two-step authentication, linked Google account, notification preferences, and keyboard shortcuts: separate from organization-wide configuration. Reach it from the settings area of the app at /settings.

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How it works

The page is split into two tabs:
  • Account: your identity and security. Personal information, your public profile (display name, username, meeting-window overrides, first day of week, and profile logo), connected accounts, and two-step authentication.
  • Client Settings: preferences that follow your account across web, desktop, and mobile: notifications, hotkeys, the bug-report shortcut, and (on the desktop app) an About card.
Two-step authentication supports two independent methods that can be enabled together: an authenticator app (TOTP, scan a QR code or enter the secret manually) and phone verification over SMS. Notification toggles are saved to your account preferences, so disabling one suppresses that category everywhere you’re signed in. Notification sounds play a ring when a call comes in and a chime when a new conversation arrives. Each event has its own sound: choose one of the built-in presets (calls: Classic / Digital / Marimba; conversations: Chime / Ping / Pop) or upload your own audio file (mp3, wav, or ogg) under Custom…. Your sound choices are saved to your account and follow you across devices, while the Play sounds on this device switch is a per-device mute. Turn it off to silence Custral on one computer without changing your chosen sounds. Use the ▶ button beside each dropdown to hear a choice before saving. Active sessions lists every device currently signed in to your account: the browser or app it’s using, the IP address it connected from, and when it was last active. The device you’re reading this on is marked This device. Revoking a session signs that device out immediately; it can sign back in with your password. Changing your password revokes every session automatically, so a password reset is enough to lock out anything you don’t recognise.

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Using it

1

Open Settings

Go to /settings. The Account tab is selected by default.
2

Update your profile

Edit Personal Information (first and last name) and Public Profile (display name, username). Optionally set Meeting Windows to override your working hours (HH:mm, 24-hour) and pick a First Day of Week. Use Edit Logo to upload and crop a profile image. Each card has its own Save button.
3

Turn on two-step authentication

Under Security & Authentication, toggle Authenticator App to scan the QR code (or copy the secret) and verify a 6-digit code. Toggle Phone Verification (SMS) to register a phone number and confirm the texted code.
4

Review where you're signed in

Under Active Sessions, check the listed devices. Choose Revoke on anything you don’t recognise, or Sign out everywhere else to clear every device except the one you’re using.
5

Link a Google account

Under Connected Accounts, choose Connect Google Account and complete the Google consent flow. Linked accounts show an Unlink button.
6

Set notifications and hotkeys

Open the Client Settings tab. Allow browser notifications if prompted, then toggle New emails and Task assignments. Under Notification sounds, pick a preset (or upload a Custom… file) for incoming calls and new conversations, preview it with ▶, and use Play sounds on this device to mute this computer if needed. Adjust the Open Global Search and Open Custral AI shortcuts (use mod for Cmd/Ctrl).

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Deleting your account

Deleting your account removes your ability to sign in and deletes your personal user record. It is permanent. There is no undo and no recovery window. There are three ways to start it, and which one you use depends only on whether you can still sign in.
Go to Settings → Account and choose Delete account at the bottom of the Security section. You’ll see which workspaces you belong to before you confirm.

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What is and isn’t deleted

Deleting your account is not the same as deleting a workspace. Records, conversations, and calls belong to the workspace, not to you, and they stay with it so your teammates’ history isn’t torn up. If you want a whole workspace removed, contact hello@custral.com.

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If you’re the only admin

If you’re the last remaining admin of a workspace, your account is still deleted, but the request is flagged for a person to review, so someone can decide what happens to that workspace’s data rather than leaving it unadministered. You’ll get an email confirming the outcome either way.
For privacy reasons, the public request form gives the same response whether or not an address has an account, so it can’t be used to find out who has one. If you don’t receive the email, check the address you entered.

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Troubleshooting

When reporting an issue, include the request id shown in the error toast. It links the in-app error to the server logs. The Report a bug button on the Client Settings tab attaches your recent in-app logs automatically.