Account

Reach your account settings from the account menu — click your initials at the top right of any page. It shows the email you’re signed in as, and gives you Profile, Subscription, and Sign out.

Your profile and sign-in

Your personal details and preferences. This is also where you manage how you sign in — passwordless sign-in by email, Google, Microsoft, or Apple sign-in, and your organization’s SSO ( Enterprise plans, sold as an add-on).

Your plan and subscriptions

Plans and features

Lextree comes in three plans — Pro, Business, and Enterprise — and your plan sets which features you can use. When a feature requires a particular plan, the help notes it with a badge such as Business or Enterprise . Admins can manage your subscription, including seats, billing, and API keys.

Switching subscriptions

If you belong to more than one subscription, the Subscriptions list here shows all of them along with your role in each. Use Switch to move between them — your module access and record visibility are scoped to whichever subscription you’re viewing.

Your notification preferences

The bell at the top right shows your notifications. Notification Preferences on this page is where you tune what reaches you and how, in-app and by email.

What you’re notified about

• Workflows — Essential: your part changed — added to or removed from a workflow, an assignment got a due date, it’s your turn, or a workflow you’re in was created, trashed, or restored.
• Workflows — Progress: status changes, items checked off, and due dates shifting on workflows you’re in.
• Workflows — Comments: someone posted in a workflow you’re in.
• Calendar Reminders: an event you’re listed on is coming up.
• Suggestions: Lextree proposes an event or workflow for a record.
• Account & Subscription: housekeeping notices — always delivered, and can’t be turned off.

Workflow-action prompts — it’s your turn, an outcome is ready, a workflow can be completed — retire themselves the moment the action is done or moot: they flip to read on their own and are never emailed after the fact, so a digest never nags you about work you’ve already handled.

Frequency and delivery

Each category above has separate in-app and email switches. Email adds a frequency choice — near-real-time, daily digest, or weekly digest. A digest groups its items by record, showing each record’s full name and type, so you can tell at a glance what it’s about. Product updates and tips are a separate, optional subscription — these emails include an unsubscribe link that takes effect within 48 hours. Guests don’t receive notifications at all.

If you check in only occasionally, turn on email for Workflows — Essential and Calendar Reminders and choose the daily digest — your assignments and deadlines reach you without opening the app.

Leaving your account

Two different exits, both reached from the Danger Zone on this page:

• Deactivate pauses your account — you can’t sign in, but everything about your membership is kept, and reactivating undoes it completely. Use this for a leave of absence, not a goodbye.
• Delete Account Forever requests permanent deletion. Your access ends right away; after a waiting period the deletion becomes permanent. Until then it’s cancelable — a Cancel Pending Account Deletion option appears in its place.

Signing out

Choose Sign out from the account menu to end your session. See Signing in & your profile for how to sign back in.