ReferenceAccount settings journey

Settings access and lifecycle

Reference who can enter each Settings context and how sensitive account changes affect tokens, sessions, and membership state.

Context boundaries

ContextWho can enterWhat it owns
Personal settingsSigned-in, confirmed accountIdentity, account security, preferences, invitations, and memberships
Organization group with section linksMember holding the organization’s manage_orgs capabilityGeneral, team, notifications, investor portal, and email-activity settings for that organization
Organization group with Request admin accessOrganization member without administrator accessOpens a request modal; selecting Send request notifies the administrators but does not grant immediate access

Account authentication is shared across Infra One service hosts. Organization authorization is not: every organization route resolves the slug and checks the current membership and capability again.

A member who lacks manage_orgs is refused a direct organization-settings route and returned to that organization on Venture. A non-member cannot resolve the organization settings context at all and does not receive the member-only Request admin access action.

Sensitive personal changes

ChangeRequired proofLifecycle effect
Replace primary emailThe intended account signed in, plus access to the proposed address and its seven-day linkUpdates that signed-in account's primary address only after confirmation; the link is single-purpose
Add another emailAccess to the additional address and its seven-day linkPending confirmation becomes Confirmed; the address can then sign in to the same account
Make an email primaryConfirmed additional addressMoves notification delivery to the new primary; the old address remains a sign-in address until removed
Change password in SettingsCurrent password plus matching new password fieldsDeletes all existing account tokens and sessions, then signs the current browser in again
Reset password by emailValid one-day reset tokenConsumes the token and deletes all account tokens and sessions
Enable 2FACurrent password, then valid six-digit authenticator codeStores the new TOTP secret and creates ten single-use eight-character backup codes
Change the authenticatorCurrent password, then valid six-digit authenticator codeReplaces the TOTP secret while preserving the existing backup-code set
View backup codes or disable 2FACurrent password before the protected controls become availableReveals the current code set or removes the sign-in challenge
Regenerate backup codesCurrent password, then View backup codesInvalidates every old backup code and creates a new set without changing the authenticator secret

Confirmed additional addresses support PIN, password, or social sign-in when the provider supplies that address. Notifications still go to the primary email.

Invitation and membership states

Membership invitations on this Settings surface cover organizations and investment accounts only.

pending → accepted → membership

pending → rejected or withdrawn → removed

Accept and reject operations are scoped to the signed-in recipient. An invitation ID alone does not authorize another account. A stale or already settled row returns That invitation is no longer available.

Membership removal has additional guards. The final organization administrator cannot leave, an investment-account owner cannot leave, and the sole remaining notification recipient cannot remove the membership or invitation that carries that topic. An investment-account member also cannot leave while they are the last active signatory in any signatory group; assign a replacement signatory first. A stale Settings row can return the generic Could not leave account, so reload and recheck the owner, notification-recipient, and signatory invariants before retrying.

Source and return behavior

When Settings receives a valid source destination, it carries that value across section links and exposes Back or Back to service. Without one, personal Settings has no synthetic return target; organization Settings falls back to the organization overview on Venture.