Accounts

Learn how to create, manage, and customize your account in Pivot, including logging in, preferences, and accessing support resources.

Understanding Your User Account

Your user account is your gateway to everything in Pivot. Each account includes:

• Name and username: How others identify you within the platform.
• Verified email addresses: You can link one or more emails to manage notifications and access.

User advantages:

• Belong to multiple organizations at once.
• Sign in to multiple Pivot accounts simultaneously, making it easy to switch between work and personal projects.

Setting up Your Account

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Step 1:

Go to the sign-up page to create an account.

Note: Alternatively, you can join by heading to the Pivot website and clicking Create your space in the top right corner. After selecting a tier, you can proceed to sign up.

Step 2:

Select your preferred method of signing up:

• Join with email
• Join with Google
• Join with Apple

Note: This article will focus on the email signing-up method. Once you click Join with Email, you will receive a link and a verification code to verify your email.

Step 3:

Click the link provided in the email or type the verification code.

Step 4:

Provide basic information to set up your account and click Continue:

• Profile picture (optional)
• First name (required)
• Last name (required)

Step 5:

Decide whether to set up an organization or explore your dashboard, then select the appropriate option.

Logging In to Your Account

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Log in to your account using your preferred method. You will be prompted to your dashboard.

Logging Out of Your Account

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Click your icon in the top left corner of your screen and select Log out.

Logging in to Additional User Accounts

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Step 1:

On the sidebar menu, click your icon to open the user menu > Add new account.

Step 2:

Log in to the account using your preferred method:

• Email address
• Google
• Apple
• SSO

Note: Once logged in, you can view and switch between accounts from the user menu.

Setting up Your Preferences

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Step 1:

Click the gear icon located at the bottom of the sidebar menu.

Step 2:

To adjust any setting, click the arrow next to the corresponding option to expand the dropdown and make your changes.

• Change preferred email: Update or add a new email address to your account.
• Change Push Notifications Preference: Customize how and when you receive notifications.
• Change Timezone: Set your timezone for accurate scheduling and updates.
• Change Themes: Switch between Dark and Light themes for the interface.
• Voice Settings: Adjust audio preferences for calls and voice features.
• Blocked Users: Manage and view the list of users you’ve blocked.

Your Voice Shapes Pivot

Your feedback is essential to building a platform that truly serves its users. We’re committed to listening, learning, and continuously improving to meet your expectations. If you want to share insights, report an issue, or ask a question, we’ve made it easy for you to connect with us in multiple ways.

Accessing the Help & Support Panel

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The Help & support panel is your go-to resource for assistance and information in Pivot. You can find it at the bottom of the sidebar menu.

Here’s what you’ll find in this section:

Pivot Docs
Access comprehensive documentation for the platform, including step-by-step guides, feature explanations, and best practices to help you get the most out of Pivot.

Keyboard shortcuts
Discover a list of keyboard shortcuts to help you navigate Pivot faster and more efficiently with quick commands.

Latest updates
Stay informed about the newest features, improvements, and announcements with our Blog Section.

Pivot Accelerate videos
Watch step-by-step tutorials to help you navigate and master key features in Pivot.

Terms and privacy
Review the Terms of Service and Privacy Policy to understand the guidelines for using Pivot and how your data is managed and protected.

Status
Check the operating status of the platform to stay updated on any outages or issues affecting Pivot.

Give feedback
Have something to share? Use this option to:

• Report a bug.
• Provide general feedback.
• Ask questions about features or functions.
• Rate your experience with Pivot.
  You’ll receive a response via email, making it easy to continue the conversation.

Message us
Reach out directly to the Pivot team for assistance. Whether you need to share feedback, report a bug, or ask a question, this option ensures you can communicate your needs. Responses will be sent to your email for a quick follow-up.