Profile & settings on mobile
Settings on mobile is the same account you have on the web app, read and edited from your phone. There is no separate mobile account and no separate mobile data: change your name in the app and it…
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What this is
Settings on mobile is the same account you have on the web app, read and edited from your phone. There is no separate mobile account and no separate mobile data: change your name in the app and it is changed on the web the next time you load it, and vice versa. The mobile Settings hub says this outright, under the page subtitle: "Synced with the web app. Anything you change here applies on both."
This article covers four of the mobile settings surfaces in detail: Profile, Security, Membership, and Team. All four are one tap from the same hub.
Where to find it
Open the Settings tab in the mobile app's bottom navigation. The hub at /m/settings is organized into labeled groups, each a rounded card of tappable rows:
- Account: Profile, Notifications, Feed & decisions, Security
- Membership: Membership
- Business: Brand, Business identity
- Team & Access: Team
- Data & Privacy: Integrations, Privacy & legal
Each row shows an icon, a label, and a one-line hint, then a chevron. The four covered here:
| Row | Hint text shown | Route | |---|---|---| | Profile | "Name, email, avatar" | /m/settings/profile | | Security | "Face ID / Touch ID lock" | /m/settings/security | | Membership | "Tier, billing, intelligence units" | /m/settings/membership | | Team | "Invite, roles, permissions" | /m/settings/team |
Above the groups sits a membership card (your tier, name, and member number) and a two-tile status row, Status and Intelligence Units, which is the same data the Membership page shows in more detail. Every sub-page carries a Settings back link with a left-chevron at the top, so you can always get back to the hub.
Note
There is no in-page heading repeating the section name on these sub-pages. The app's fixed top bar already shows the current page title ("Profile," "Security," "Membership," "Team"), so the content starts straight into the form or list.
Profile
What it is. Your personal identity on the account: your name, contact details, job title, and photo. This is the person, not the business. (Your company's name, logo, and brand color live under Brand and Business identity instead.)
What you see. At the top, a circular avatar, either your uploaded photo or your initials (first letter of first name plus first letter of last name) on a copper background. Tapping the avatar, or the Change Photo link beneath it, opens your device's photo picker. While a photo uploads, the avatar shows a spinner and the link reads "Uploading…"; once it finishes, the avatar updates immediately and a confirmation ("Photo updated") appears briefly at the bottom of the screen.
Below the avatar, a single form card with five fields, each with an uppercase field label above a plain text input:
- First Name
- Last Name
- Phone
- Job Title (placeholder text reads "Owner / Operations")
Type into any field and tap Save Changes at the bottom. While saving, the button dims and reads "Saving…"; when it completes, a brief toast reads "Saved" (or "Save failed" if something went wrong) and the page's data refreshes so what you see matches what was written.
What to do. Keep this current, your name and email are what teammates see against your activity on Team, and what shows in your membership card. If you invite a teammate, they get their own Profile page for their own name and photo, not yours.
Security
What it is. A device-level lock that requires Face ID, Touch ID, or your phone's equivalent biometric before the app shows any of your data after you open it. This is separate from your account sign-in, it is a second, local layer on top.
What you see. A one-line explainer ("Protect your operator data with biometric authentication."), then a single toggle row. The row's label names the exact biometric method your device supports: Face ID Lock, Touch ID Lock, Fingerprint Lock, Face Authentication Lock, or Iris Authentication Lock, whichever your phone reports. Its subtitle explains the current state:
- If biometrics are available on your device: "Require authentication every time you open the app."
- If you're viewing this in a browser rather than the installed app: "Available in the iOS / Android app only."
- If you're in the installed app but haven't enrolled Face ID / Touch ID / fingerprint on the device itself: "No biometry enrolled on this device."
The toggle is only interactive when biometrics are actually available; otherwise it is grayed out. Below the toggle, three short notes explain how the lock behaves:
- It sits on top of your normal sign-in. You stay signed into your account across app launches; the lock just requires a biometric check before the app reveals any data.
- It falls back to your device passcode if biometry fails, and turning the lock off requires a successful biometric check first, so a lost or stolen phone can't have the lock disabled without unlocking the device.
- The setting lives on this device only. It is not synced to your Verinode account, so enabling it on your phone doesn't enable it on a tablet or another teammate's phone.
How to turn it on. Tap the toggle. Your device prompts for Face ID / Touch ID / fingerprint. On success, the toggle switches on, you feel a success haptic, and a "Lock enabled" toast appears. If the check fails or you cancel, the toggle stays off and you'll see "Authentication failed" or "Canceled."
How to turn it off. Tap the toggle again. Your device prompts for biometric confirmation before disabling; a "Lock disabled" toast confirms once it's off.
Membership
What it is. Your tier, your Intelligence Unit balance, your renewal date, and the entry point to manage billing. This is the mobile counterpart to the web Membership settings, condensed to what you need to check on the go; full billing history and invoice downloads stay on the web app.
What you see. A tier badge at the top: Contributor, Executive, or Premier, colored to the tier (copper for Contributor, teal for Executive, steel blue for Premier). Beside it, a status pill when applicable, showing your standing rank (for example Pioneer, Ranger, Captain, Commander), or Founder / Trustee where those apply.
Below that, a stats card with three rows:
- Intelligence Units, your current spendable balance, formatted with thousands separators, or an em-dash if the balance can't be read.
- Renews (or Cancels, if you've scheduled a cancellation) with the date your billing period turns over, in "Month Day, Year" format. Shows an em-dash if no date is on file.
- Member Since, the date your paid subscription started. Shows an em-dash if there's no subscription record yet.
Below the stats card:
- If you're on a paid tier (Executive or Premier), a full-width Manage Billing button. Tapping it opens your billing portal (Stripe) in the browser; while it opens, the button reads "Opening Billing…"
- If you're on Contributor, a full-width Upgrade Membership button instead, linking to the web upgrade flow at
/settings/membership. - A footer line beneath either button: "Full billing history and invoice downloads are available on the web app."
What to do. Use this page to check your Intelligence Unit balance and renewal date at a glance. IUs are your spendable capacity for the AI actions IQ takes on your behalf: chasing an answer, drafting a decision, running a benchmark comparison. See understanding your margin for how the numbers this capacity feeds actually get used, and open Manage Billing or Upgrade Membership when you need to change plan or payment details, both hand off to a fuller flow than mobile carries on its own.
Team
What it is. Everyone with access to your account: their role, and, if you can manage users, controls to invite new people, change roles, or remove access. Franchisees and teammates on your account are memberships, never seats, there's no per-person license fee tied to inviting someone in.
What you see. A header reading "Team · [count]" showing how many people currently have access, followed by a card listing each person: an avatar (photo or initials), their name (with a small "You" tag next to your own row), their email, and their role on the right.
Roles show as:
- Owner, the account's billing contact. This is a status, not an assignable role, it can't be changed from this list.
- Admin (or a tier-specific variant such as "Executive Admin" depending on your membership tier), full management access.
- Data Contributor, access scoped to feeding data in, without visibility into your numbers, decisions, or benchmarks.
If you have permission to manage the team, every row other than your own shows a dropdown to change that person's role between Admin and Data Contributor, plus a Remove access link beneath the row in red. If you can't manage the team, roles show as plain read-only text instead of a dropdown, and there's no remove control. When there are no members yet (rare, since you're always listed), the card reads "No team members yet."
Bring Your Team In. If you can manage the team and there are roster members on file with an email address who aren't yet contributing, a second block appears above the invite button: "Bring Your Team In," with the note "These people are on your roster with an email on file. Most of the job story is in conversations you aren't on. Invite the ones who are." Each candidate shows their name, their role on the roster, and an Invite to contribute button. Tapping it sends the invite directly, no form to fill in, and the button reads "Sending…" while it works; once sent, the person drops off this list and a "Invite sent to [name]" toast confirms it. This block disappears once there are no more untapped candidates.
Invite Team Member. A full-width button at the bottom (visible only if you can manage the team) opens an inline invite form: Name, Email, and a Role dropdown (Admin or Data Contributor). Cancel discards it; Send Invite is disabled until both name and email are filled in, and reads "Sending…" while the invite goes out. On success, the form closes and a "Invite sent" toast appears.
Note
Data Contributor is a free role built for people who touch the data (crew, dispatch, an assistant) without needing to see your business's benchmarks or decisions. Inviting someone in this role costs nothing and doesn't change your membership's capacity.
Empty and unready states, summarized
| Surface | Condition | What you see | |---|---|---| | Profile | No profile loaded | Fields render blank; you can still fill in and save. | | Security | Viewing in a mobile browser, not the installed app | Toggle disabled, subtitle: "Available in the iOS / Android app only." | | Security | Installed app, no biometrics enrolled on device | Toggle disabled, subtitle: "No biometry enrolled on this device." | | Membership | No IU balance on file | Shows an em-dash instead of a number. | | Membership | No renewal or subscription-start date on file | Shows an em-dash for that row. | | Team | No members returned | "No team members yet." | | Team | No untapped roster candidates | "Bring Your Team In" block is omitted entirely. |
Best-practice example
Say you just signed up a new site lead who needs to log the crew's daily notes but shouldn't see your margin or benchmarks. Open Settings > Team. If they're already on your roster with an email on file, they show up under "Bring Your Team In," tap Invite to contribute and it's done. If not, tap Invite Team Member, enter their name and email, leave the role on Data Contributor, and send. They get access scoped to feeding data in, nothing more, at no cost to your membership.