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Account settings

Manage your workspace, members, security, notifications, documents, and personal preferences.

Written by Noah

Altitude's Settings is organized into six tabs: General, My account, Members, Security, Notifications, and Documents.


General

The General tab covers your workspace, company verification status, and available features.

Workspace

Your workspace appears at the top with its icon, name, and creation date. Select Edit to change the workspace icon, name, or description. Icons accept PNG or JPG up to 500Kb.

Switch between your workspaces, or create a new one, from the workspace dropdown. Select a workspace to open it, or select Create new to start another.

You can create up to 5 workspaces under a single email. There is no limit on how many workspaces you can be a member of, so you can be invited to as many as you need.

Company details

Company details shows your verification status.

Status indicators:

  • Verified. Your details have been approved.

  • Rejected. Your details were not accepted and must be resubmitted. Check supported countries to confirm eligibility.

Underneath the status, two cards list what your workspace can do today.

  • Available features. Payment rails enabled for your workspace, based on what your business has been approved for. USD bank rails show as one line, for example Send and receive USD via ACH, Wire & SWIFT.

  • Pending features. Rails not yet enabled. Send and receive USD via SWIFT appears here while your SWIFT review is in progress.

Note: Sending and receiving via SWIFT are approved separately, so the SWIFT line only reflects the direction that's enabled. See Receive funds and Send an international payment.

Looking for External accounts? Your own business's bank accounts and wallets are now managed on the Recipients page, alongside everyone else you pay. Add and manage them like any other recipient, then select them as the destination when you transfer funds out of Altitude. See Recipients.


My account

The My account tab holds your personal profile, your sign-in and signing credentials, display preferences, workspace visibility, and connected AI agents.

Profile

Profile shows your name and email. Select Edit to update your first or last name. Your email is set at signup and cannot be changed here. To move your access to a different email address, see the steps in Members.

Authentication & signing

This section lists the credentials that protect your account: your Primary email, used to sign in and to receive the codes that confirm actions; your Passkeys, which confirm your identity and sign actions; and your Recovery method, the email that confirms passkey changes together with your primary email.

Select Add passkey to add a backup – you can have up to 10. Open the menu next to a passkey to rename, replace or remove it.

Appearance

Choose how Altitude renders on your device:

  • System. Matches your device's system settings.

  • Light. Uses a light background and interface.

  • Dark. Uses a dark background and interface.

Workspace visibility

Choose which workspaces appear in your workspace switcher. Hiding a workspace only changes what you see – it does not affect other members of the workspace.

To hide or show a workspace:

  1. Go to Settings and open the My account tab.

  2. Scroll to the Workspaces section and select Visibility to expand it.

  3. Select the eye icon next to a workspace to hide it from your switcher. Select it again at any time to bring it back.

Note: Hiding a workspace never deletes it. The workspace, its funds, and its underlying on-chain account remain fully intact, and you can unhide it at any time from this list.

MCP connections

Lists the AI agents you've connected to Altitude, such as Claude or ChatGPT. Select Disconnect next to an agent to remove its access to all your workspaces. You stay signed in to Altitude and can reconnect at any time. See Connect your AI agent.


Members

The Members tab lists everyone with access to your workspace, the permissions they hold, and when they were added. Use the Permission filter to narrow the list, or select Invite members to add someone new.

Permissions

Each member can hold one or more permissions:

  • Propose. Creates new proposals, such as a payment or a settings change.

  • Approve. Votes on active proposals.

  • Submit. Executes a proposal once it reaches the approval threshold.

  • Accounting. Opens the Accounting page and manages the QuickBooks or Xero connection. Can be held on its own, so an accountant or bookkeeper can use Accounting without any payment permissions.

Members with none of these show as Read Only and can view the workspace without taking any action. The chips on a member's row show the permissions assigned to them. For more on member management, see Members.

Invite a member

  1. Select Invite members in the top right.

  2. Enter the new member's email address and select Send Invite.

  3. Once they accept the invitation, you can assign their permissions.


Security

The Security tab is where you manage the approval threshold for your workspace.

Approval threshold

The approval threshold is the number of member approvals required before a proposal can be submitted. For example, an account with three members can set a threshold of 2/3. When a proposal is created, members with Approve must vote on it – payment proposals from the Inbox, member and permission changes from the top of the Members tab. Once the threshold is met, the proposal moves to Ready and can be executed by any member with Submit.

Avoid insecure configurations

  • Single-approval thresholds (for example, 1/3) let any single member act unilaterally.

  • Maximum thresholds (for example, 3/3) risk permanent loss of access if a member loses their credentials.

Edit the approval threshold

  1. Select Edit on the Approval threshold card.

  2. Drag the slider to set the new threshold, then select Propose.

  3. The change is created as a new proposal in the Inbox and follows the normal vote-and-execute flow.

Note: Updating the approval threshold cancels all existing proposals with an Active or Ready status. This is by design, for security.


Notifications

The Notifications tab controls which emails Altitude sends you. Each notification toggles independently. The Outgoing transactions toggle acts as a parent for the three sub-options beneath it.

Available notifications:

  • Incoming deposits

  • Outgoing transactions

    • Transaction initiated

    • Transaction approved

    • Transaction executed

  • Member added or removed

  • Permissions changed

  • Rewards deposit

  • Rewards withdrawal

For a full list of every notification Altitude sends and who receives each one, see Notifications.


Documents

The Documents tab has two parts.

Financial documents holds every document Altitude generates – statements, balance summary, account details, confirmation letter, card statements – and a link to transfer confirmations. See Statements and documents.

Legal links to Altitude's published policies:

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