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

# Set up your Navis Ops account

> Configure your Navis Ops profile, notifications, and billing. Learn how to import and export workspace data and delete your account.

After signing in for the first time, a few minutes spent in **Settings** will make Navis Ops feel like your own. This page covers everything in your account settings: profile and display preferences, notification controls, billing, data import and export, and account deletion.

Open **Settings** by clicking your avatar or the gear icon at the bottom of the left sidebar.

## Profile and display name

Your display name and avatar are visible across your workspace — in task assignments, notes, and connected AI assistant sessions.

<Steps>
  <Step title="Update your display name">
    Go to **Settings → Profile**. Click the **Display name** field and type the name you want shown.
  </Step>

  <Step title="Upload an avatar">
    Click the avatar placeholder (or your current photo) and select an image file from your device. Square images work best — Navis Ops crops to a circle.
  </Step>

  <Step title="Save your changes">
    Click **Save** at the bottom of the profile section. Changes take effect immediately.
  </Step>
</Steps>

## Notification preferences

Navis Ops sends notifications for task assignments, due date reminders, workflow events, and more. You can control exactly which events trigger a notification and where they appear.

Navigate to **Settings → Notifications** to see the full list of notification types. For each type, you can choose:

* **In-app** — a badge and alert inside Navis Ops
* **Email** — delivered to your account email address
* **Both** or **Off**

<Tip>
  If you're getting too many emails during a busy sprint, switch task-level notifications to **In-app only** and keep email notifications on for critical events like due-date reminders and @mentions.
</Tip>

## Billing and plan information

Navigate to **Settings → Billing** to view your current plan, usage limits, and payment details.

From the billing page you can:

* See which plan you're on and what features it includes
* Upgrade or downgrade your plan
* View and download past invoices
* Update your payment method

<Note>
  Plan changes take effect at the start of your next billing cycle. If you downgrade, you keep your current plan's features until the cycle ends.
</Note>

## Data import

You can import workspace data from a previously exported Navis Ops JSON file. This is useful when migrating between accounts, restoring a backup, or seeding a workspace from a template.

<Steps>
  <Step title="Open the import tool">
    Go to **Settings → Data → Import**. Click **Choose file** and select a `.json` file exported from Navis Ops.
  </Step>

  <Step title="Choose an import mode">
    Navis Ops offers two import modes:

    <Tabs>
      <Tab title="Smart merge">
        Merges the imported data with your existing workspace. Items that already exist are updated with the imported values; new items are added. Existing items with no match in the import file are left untouched.

        Use smart merge when you want to add or update records without deleting anything already in your workspace.
      </Tab>

      <Tab title="Full overwrite">
        Replaces your entire workspace with the contents of the import file. Everything in your current workspace — projects, tasks, notes, files, goals — is removed and replaced with the imported data.

        <Warning>
          Full overwrite permanently deletes all existing workspace data before importing. This action cannot be undone. Export your current workspace first if you want a backup.
        </Warning>
      </Tab>
    </Tabs>
  </Step>

  <Step title="Confirm and run the import">
    After selecting your file and mode, click **Start import**. A progress indicator shows the import status. Large workspaces may take a minute or two to complete.

    When the import finishes, Navis Ops reloads your workspace automatically.
  </Step>
</Steps>

## Data export

Exporting creates a complete snapshot of your workspace as a JSON file. You can use this as a backup, to migrate to a new account, or to inspect your data outside Navis Ops.

<Steps>
  <Step title="Open the export tool">
    Go to **Settings → Data → Export**.
  </Step>

  <Step title="Start the export">
    Click **Export workspace**. Navis Ops assembles your workspace data — projects, tasks, notes, files metadata, goals, workflows, and settings — into a single JSON file and downloads it to your device.
  </Step>
</Steps>

<Info>
  The export file includes metadata and content for all your workspace items. Actual file attachments (uploaded documents, images) are not bundled into the JSON — they remain stored in your workspace and are accessible from the app.
</Info>

## Account deletion and data removal

Deleting your account permanently removes your profile, all workspace data, and any connected app authorizations. This cannot be reversed.

<Steps>
  <Step title="Export your data first">
    Before deleting, go to **Settings → Data → Export** and download a copy of your workspace. Once your account is deleted, this data is gone.
  </Step>

  <Step title="Open account deletion">
    Go to **Settings → Account → Delete account**. Read the confirmation message carefully.
  </Step>

  <Step title="Confirm deletion">
    Type your account email address in the confirmation field and click **Permanently delete my account**. You will be signed out immediately and your data will be queued for removal.
  </Step>
</Steps>

<Warning>
  Account deletion is permanent. If you share a workspace with other users, their data associated with your account (such as task assignments) may also be affected. Contact support at [navisops.com](https://navisops.com) before proceeding if you have questions.
</Warning>