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Your account settings control everything personal to your RCB Automation account — from how your name appears to teammates, to the API keys that let your scripts talk to the platform, to how you’re billed each month. All of these settings are accessible from the Account menu in the top-right corner of the dashboard.

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Profile settings

Update your display name, email address, and avatar so teammates can identify you in shared workflows and activity logs.
1

Open your profile

Click your avatar in the top-right corner and select Profile Settings from the dropdown.
2

Update your name or email

Edit the Display name and Email address fields. Your email address is used for login and notifications.
If you change your email address, RCB Automation sends a confirmation link to the new address. Your old address remains active until you confirm the change.
3

Upload a photo

Click the avatar circle and select Upload photo. Accepted formats are JPEG and PNG, up to 5 MB. Your photo is visible to all members of your team workspace.
4

Save changes

Click Save profile to apply your changes.

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Password and two-factor authentication

Keeping your account secure protects both your data and any connected integrations.

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Change your password

1

Go to Security settings

In Account Settings, select the Security tab.
2

Enter your current password

Type your existing password to confirm your identity before making changes.
3

Set a new password

Enter and confirm your new password. Passwords must be at least 12 characters and include at least one number and one special character.
4

Save

Click Update password. You’ll be signed out of all other active sessions automatically.

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Enable two-factor authentication (2FA)

1

Open the Security tab

Navigate to Account Settings > Security and click Enable two-factor authentication.
2

Scan the QR code

Open an authenticator app (such as Google Authenticator, Authy, or 1Password) and scan the QR code shown on screen. Alternatively, copy the setup key and enter it manually in your app.
3

Verify your setup

Enter the six-digit code from your authenticator app and click Verify and enable. RCB Automation displays a set of one-time backup codes — save these somewhere safe.
Store your backup codes in a password manager. If you lose access to your authenticator app, these codes are the only way to recover your account.

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API keys

API keys let you authenticate requests to the RCB Automation REST API from scripts, CI/CD pipelines, or other tools. Each key can be named and scoped to help you manage access.

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Generate a new API key

1

Open API keys

Go to Account Settings > API Keys and click New API key.
2

Name the key

Give the key a descriptive name that identifies its purpose, such as github-actions-prod or data-pipeline-staging. This name appears in audit logs.
3

Copy the key

The full key is shown only once immediately after creation. Copy it now and store it securely — for example, as an environment variable or in your secrets manager.
Once you close this dialog, RCB Automation will never show the full key again. If you lose it, you must rotate the key and update any services using the old one.

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Rotate an API key

Rotating a key replaces it with a new value while keeping the same name and permissions, which minimizes the window during which a compromised key could be used.
1

Find the key to rotate

In API Keys, locate the key by name and click the … menu next to it.
2

Click Rotate

Select Rotate key. A new key value is generated immediately. Copy it before closing the dialog.
3

Update your services

Replace the old key in every service or environment variable that uses it. The old key stops working immediately after rotation.

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Revoke an API key

Revoking a key is permanent and immediate. Any service using the revoked key will stop authenticating at once. Make sure you have a replacement key in place before revoking.
In API Keys, click the … menu next to the key you want to remove and select Revoke. Confirm the action in the dialog. The key is deleted and cannot be recovered.

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Notification preferences

Control which events trigger emails and how often you receive them. These settings apply to your personal account; workspace-wide notification routing is configured separately in Notifications.
1

Open Notifications settings

Go to Account Settings > Notifications.
2

Choose your alerts

Toggle the events you want to be notified about:
  • Workflow run failures — get an email whenever a workflow you own fails.
  • Integration disconnections — get an alert when a connected app loses authorization.
  • Daily digest — receive a morning summary of all workflow activity from the previous day.
  • Weekly summary — receive a Monday overview of workflow performance for the previous week.
3

Save preferences

Click Save to apply your selections.
Disabling all email notifications here does not affect Slack or Teams alerts configured at the workspace level.

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Subscription and billing

View and manage your current plan, monitor usage against your limits, and upgrade or downgrade at any time.

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View your current plan and usage

Go to Account Settings > Billing. The billing page shows:
  • Current plan — your active tier and renewal date.
  • Workflow runs — runs consumed this billing period vs. your plan limit.
  • Active workflows — how many workflows are currently enabled vs. your plan limit.
  • Team members — seats used vs. seats included in your plan.

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Upgrade or downgrade your plan

1

Open the Billing page

Navigate to Account Settings > Billing and click Change plan.
2

Select a new tier

Review the available plans. Each plan lists included runs, workflow limits, and team seat allowances.
3

Confirm the change

Click Upgrade or Downgrade and complete the payment flow. Upgrades take effect immediately. Downgrades take effect at the start of the next billing cycle.
If your team is consistently hitting run limits, check the Usage tab on the Billing page. It breaks down consumption by workflow, which can help you identify candidates for optimization before upgrading.

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Delete your account

Deleting your account is permanent and cannot be undone. All workflows, integrations, run history, API keys, and team data associated with your account will be erased. If you own a team workspace, you must transfer ownership or delete the workspace before deleting your account.
1

Transfer or delete your workspace

If you are the Owner of a team workspace, go to Settings > Team and either transfer ownership to another member or delete the workspace first.
2

Open Danger Zone

Go to Account Settings > Security and scroll to the Danger zone section. Click Delete account.
3

Confirm deletion

Type your email address to confirm, then click Permanently delete account. Your account is deleted immediately and you are signed out.