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Documentation Index

Fetch the complete documentation index at: https://docs.dexdata.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Settings page is organized around the same tabs you see in the app: Account Settings, Organization Settings, and Configuration Settings. If you belong to more than one organization, switch the active organization from the sidebar settings menu before opening this page. The selector shows the current organization name and role, and changing it updates the selected organization for the rest of the app. Settings page tab bar and header

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Organization switching

Users who belong to multiple organizations should treat the sidebar organization selector as the source of truth.
  • Open the settings menu from your profile in the sidebar.
  • Choose the organization you want to work in from the dropdown.
  • The app updates the selected organization and refreshes permissions for that organization.
Sidebar organization selector This matters because the Settings page is organization-aware. Team members, invitations, and insight preferences all load for the currently selected organization.

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Tabs

The page uses a tabbed layout driven by the tab query parameter.
  • account opens Account Settings.
  • organization opens Organization Settings.
  • configuration opens Configuration Settings.
If no tab is provided, the page defaults to Account Settings.

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Account Settings

This tab contains your personal account actions.

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Personal Information

Account settings personal information section Shows your full name and email address.

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Password

Use this form to update your password.
  • Current Password is required.
  • New Password must be at least 8 characters.
  • Confirm Password must match the new password.
When the update succeeds, the form resets and the page shows a success toast.

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Delete Account

The delete flow depends on how many organizations you own.
  • If you do not own any organizations, the account can be deleted immediately.
  • If you own one organization and you are the only member, the flow offers Delete Account & Organizations.
  • If you own organizations with other members, the flow offers Remove All & Delete Account.

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Organization Settings

This tab is only editable for organization admins.

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Organization Information

Admins can update:
  • Organization Name
  • Description
Non-admins can view these fields but cannot edit them. Organization settings tab

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Team Members

Team members table with search and role actions The team members section shows the current members for the selected organization.
  • Use Search members… to filter by name or email.
  • Owners can use Promote to upgrade a member to admin.
  • Owners can use Demote to return an admin to member.
  • The current user cannot change their own role from this table.

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Active Invites

Active invites list with invite user action Admins can manage pending invitations for the selected organization.
  • The list shows the invitee email, role, status, inviter, and expiration date.
  • Pending invites can be revoked.
  • Non-admins see a locked state with the message that only organization admins can manage invitations.
  • Admins can send new invites with Invite User.

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Configuration Settings

This tab contains the insight delivery settings for the selected organization. Insight settings card with email and Slack toggles
  • Email Insights toggles insight delivery by email.
  • Slack Insights toggles insight delivery to Slack.
  • Both switches update the organization-level insight configuration for the active organization.
The section is labeled Insight Settings in the UI and describes the feature as curated insights sent weekly to email or Slack.