> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bridgepointhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings: Profile, MFA, and Admin Controls

> Manage your profile, configure two-factor authentication, and—if you hold a Manager, Admin, or Owner role—access organization-wide admin controls.

The Settings page is where you manage your personal account and, depending on your role, your organization's staff and offices. It is organized into tabs: **User Profile**, available to every user; **Dashboards**, visible to Admins and Owners for setting each role's default dashboard; and **Admin**, visible to Manager, Admin, and Owner roles.

***

## User Profile Tab

The User Profile tab contains your personal information, two-factor authentication settings, and notification preferences.

### Updating your name

<Steps>
  <Step title="Open Settings">
    Select **Settings** from the left sidebar.
  </Step>

  <Step title="Locate Profile Information">
    The **Profile Information** card is shown by default on the User Profile tab.
  </Step>

  <Step title="Edit your name">
    Update the **First Name** and **Last Name** fields with the values you want.
  </Step>

  <Step title="Save">
    Click **Save Changes**. Your updated name takes effect immediately.
  </Step>
</Steps>

### Viewing your role and office

Your **Role**, **Office**, and **Organization** are displayed as read-only fields in the Profile Information card. These are assigned by your organization's admin and cannot be changed from this page.

***

## Two-Factor Authentication

Two-factor authentication (2FA) is required for all BridgePoint CRM accounts. You can choose between two methods: an **Authenticator App** (TOTP) or **Email Code**.

<Tabs>
  <Tab title="Authenticator App (TOTP)">
    Use Google Authenticator, Authy, or any TOTP-compatible app. You will be prompted for a 6-digit code from the app each time you sign in.

    <Steps>
      <Step title="Install an authenticator app">
        Download Google Authenticator, Authy, or any TOTP-compatible app on your phone if you do not already have one.
      </Step>

      <Step title="Open the MFA section">
        Go to **Settings → User Profile**. Scroll to the **Two-Factor Authentication** card.
      </Step>

      <Step title="Start enrollment">
        In the **Authenticator App** row, click **Switch to this**. A QR code appears inline.
      </Step>

      <Step title="Scan the QR code">
        Open your authenticator app and scan the QR code. If your app does not support scanning, use the manual entry key shown beneath the QR code.
      </Step>

      <Step title="Enter the verification code">
        Type the 6-digit code currently shown in your authenticator app into the code field.
      </Step>

      <Step title="Enable 2FA">
        Click **Enable 2FA**. Once verified, the Authenticator App method becomes active and you will be prompted for a code at every sign-in.
      </Step>
    </Steps>

    <Note>
      Each QR code can only be enrolled once. If you switch away from TOTP and want to re-enroll, you will receive a new QR code and will need to add it to your app again.
    </Note>
  </Tab>

  <Tab title="Email Code">
    Receive a one-time code by email each time you sign in. No authenticator app is required.

    <Steps>
      <Step title="Open the MFA section">
        Go to **Settings → User Profile**. Scroll to the **Two-Factor Authentication** card.
      </Step>

      <Step title="Switch to Email Code">
        In the **Email Code** row, click **Switch to this**. A confirmation dialog appears.
      </Step>

      <Step title="Confirm the switch">
        Click **Yes, Switch**. Your authenticator app enrollment is removed and email codes become active immediately.
      </Step>
    </Steps>

    <Tip>
      You can switch back to an authenticator app at any time by following the TOTP enrollment steps above.
    </Tip>
  </Tab>
</Tabs>

***

## Default Dashboards

The **Dashboards** tab is visible to **Admin** and **Owner** roles. It lets you set the starting [dashboard](/dashboard/overview) each role sees — the board a user gets before they customize their own, and the board every new hire in that role opens to.

<Note>
  Publishing a default only changes what people who haven't customized their own dashboard (and new hires) get. Anyone who has already customized their board keeps their personal layout.
</Note>

<Steps>
  <Step title="Open the Dashboards tab">
    Go to **Settings → Dashboards**.
  </Step>

  <Step title="Pick a role">
    Choose the role whose default you want to edit — **Front Desk**, **Sales**, **Case Manager**, **Manager**, **Admin**, or **Owner**. The editor loads that role's current default (or its built-in starter if none has been published yet).
  </Step>

  <Step title="Arrange the board">
    Add, remove, resize, reorder, and configure widgets exactly as you would on your own dashboard. Only widgets that role is allowed to see are available. Click **Add widget** to open the catalog.
  </Step>

  <Step title="Publish">
    Click **Publish** to make this the default board for everyone in that role.
  </Step>
</Steps>

<Tip>
  The charts in the editor preview against your own data. Row widgets like the schedule, your tasks, and recent clients show empty here — they fill in with each user's own data once the published board loads for them.
</Tip>

***

## Admin Tab

The Admin tab is visible only to users with the **Manager**, **Admin**, or **Owner** role. It contains tools for managing staff, offices, and audit logs across your organization.

<Note>
  If you do not see the Admin tab, your role does not include admin access. Contact your organization's Owner or Admin to request a role change.
</Note>

For full documentation on staff management, office management, and audit logs, see [Staff Management](/settings/staff-management).