Use the account menu and My account
Use the account menu and My account in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
The account control shows identity and provides My account, workspace administration and sign-out actions where available. Profile settings are different from a Sidekick’s conversation settings, so use the menu appropriate to the thing you want to change.
Before you start
The profile menu links account identity, Wallet information and workspace administration. Changes to a member role or an administrator ceiling affect shared access; they are not conversation appearance settings. Read the selected person’s email and the workspace context before saving. Member invitations, group membership and Sidekick tool access are different layers, with separate confirmation and recovery paths. A stale-data message means you should reload current information before a new mutation. For financial work, the selected Wallet account and its transaction history matter more than an isolated balance summary. Never include account tokens, recovery information or payment data in a public support screenshot.
Step-by-step
- Open the account control in Chat.
- Read the displayed identity and select My account for account-level settings.
- Return to Chat and confirm that the intended account context remains selected.
What the settings mean
| Control or state | Meaning |
|---|---|
| My account | Personal account settings and identity. |
| Workspace members | People, roles and invitation/status management. |
| Administrator permissions | Owner approval for management and tool delegation. |
| Recent actions | Recorded workspace operations, separate from conversation history. |
Check the result
You can distinguish account settings from Sidekick, group and app settings.
If it does not work
If an administration item is absent, inspect your role instead of looking for it in the conversation gear. Not every account can change workspace-wide settings.
Continue with the right context
Return to the Cortex Chat guide index to choose another task. Keep the current account, assistant and conversation in view when following the next guide. To use the product, open Cortex Chat.
- Read the Wallet balance shown in your profile
- Open the intended Add credits flow
- Open workspace Administrator permissions
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