Account and settings

The settings are a window with tabs. At the left stands the list of areas, at the right the chosen area. The Behaviour area is always there. Two-factor authentication and Linked accounts appear only with a team account, Account also only while you are not signed in with a recovery code.

How it works

1. Click the user icon at the top, then Settings in the menu.
2. Click an area at the left, for example Two-factor authentication.
3. Close the window with the cross. Escape and a click outside the window close it too, and on the Behaviour area so does Cancel.

The Behaviour tab stands in the picture of the window above, see Open the settings. It decides when MeshFolio saves your changes and whether this device follows the tab of your other devices.

How it works

1. Switch Auto-save on or off.
2. Under Auto-save delay, choose 1, 2 or 5 seconds.
3. Switch Follow the active tab on if this device should switch to the tab your other devices have in front.
4. Click Save Settings. The window closes.

The Two-factor authentication tab lists the devices that can confirm your sign-in and adds new ones. It appears only with a team account.

How it works

1. Open the settings and click Two-factor authentication.
2. Read the list: name, type, date added and last use per device.
3. Click Add device.
4. Under Name of the device, enter a name and click Show QR code.
5. Scan the code with your authenticator app. Or enter the key below it by hand.
6. Enter the six-digit code of the app. With the sixth digit the device is added.
7. To remove a device, click Delete and confirm with Delete device.

The Linked accounts tab connects your account with another service so that you sign in there instead of with a password. It appears only with a team account.

How it works

1. Open the settings and click Linked accounts.
2. Read on the card of the service whether the account is linked.
3. Click Link GitHub, sign in at the service and return to MeshFolio.
4. Afterwards read on the card the date of the link and of the last sign-in.
5. To remove the link, click Unlink and confirm.
6. Members with read access see the Bitwarden card. Add or Manage opens the choice for vaults there.

This section describes two windows. You change your personal details in the Profile window. The Account tab in the settings holds only the deletion of your account.

How it works

1. Click the user icon at the top, then Profile in the menu.
2. Change First name, Last name or Company (optional).
3. Click Save.
4. To delete, open the settings and click Account.
5. Click Delete account. The window first checks what deleting means for you.
6. Click Delete account permanently. If you are the last administrator of an otherwise empty team, first type your email address or your GitHub name and tick the confirmation.

Indexing has an AI provider read a file and builds a search index for it. It runs in four steps: overview, extraction, embedding, storing.

How it works

1. In the file tree, open the menu of a file and click Indexing.
2. Check file, provider and models in the overview.
3. Tick “I understand that the content of this file is sent to {provider name}.”, where the name is your AI provider.
4. Click Next to have the file read. You see pages, words, letters, tags and the detected categories.
5. Click Next to compute the vectors.
6. Click Next to store the index, then Done.

The queue shows the background jobs of your account: encrypting and decrypting storages and, for deletions, removing an account.

How it works

1. Click the Queue icon at the top. It is there only while a job waits or runs, and it carries the number of active jobs.
2. Read per job the type, status and progress.
3. Read the times: queued, started and finished.
4. Click Cancel on a job that is still waiting.
5. Click Refresh or wait: the list reloads itself.
6. For a failed job a red line names the reason.

The Subscription window shows the plans and marks the plan of your team. It is for viewing only. You do not change a plan here.

How it works

1. Click the user icon at the top, then Subscription in the menu.
2. Find the column with the mark Active: it is the plan of your team.
3. Read per plan the four limits: users in the team, devices per team, storages and sign-in factors per person.
4. In the row of the users, read under the value of the active plan how many are in use.
5. Close the window with the cross or the Escape key.