Account Settings

Account Settings holds the settings that belong to you rather than your firm: your profile, which columns your spreadsheet exports include, the shortcuts in the top bar, the AI apps connected to your account, downloading your data, your password and signed-in devices, and closing your account. They follow you into every workspace you belong to.

How to Access

Open the menu under your name at the bottom of the sidebar, then under Settings choose Account (/settings/account). The page is titled Account Settings.

Profile Information

Update your personal details:

• First Name and Last Name
• Company Name (optional)

Your Email Address is shown but can't be changed here. To change it, contact support. Click Save Changes to apply your updates.

Export Columns

Every trademark spreadsheet you export, from search results, owners, portfolios, clients and more, offers three choices: Basic, Comprehensive, or Custom. The Export columns card decides what Basic and Comprehensive include, and which file type you get.

1. Open the Basic or Comprehensive tab.
2. Check the columns you want. Columns are grouped (Mark, Status & dates, Owner & correspondent, Goods & classes, Prosecution, International, Links, and Your docket). Use Select all or Select none, or each group's All and None.
3. Under File type, choose Excel or CSV.
4. Click Save presets. One save stores both lists and the file type.

Defaults. Files are Excel. Basic is a short list: Serial Number, Registration Number, Mark, Image, Status, Nice Classes, Owner, Filing Date, Registration Date, First Use Date, Filing Basis, Goods & Services, Client, Next Deadline Date, and Next Deadline Type. Comprehensive includes every column, and picks up new columns GleanMark adds later. Once you edit Comprehensive, it becomes your own list, and new columns won't join it on their own.

Good to know:

• Reset to GleanMark's default changes the list on screen only. Click Save presets to keep it.
• The Your docket columns (such as Client and Next Deadline) appear only in portfolio and client exports.
• CSV files never include the mark image.
• Client spreadsheets are always Excel.
• Custom lets you pick columns for one export. It starts from your Basic list and isn't saved.
• Every Export menu has an Edit presets link that opens this card.

Pinned Top Navigation

Pin up to 5 shortcuts as icons in the top bar, so the pages you use most are one click away. The icons show on desktop screens; hover over one to see its name.

1. Turn on Show pinned navigation.
2. Check up to 5 items. Each click saves right away.

The list offers the pages in your sidebar, so what you can pin depends on your plan and workspace. Icons appear in sidebar order. Turning the switch off hides them but keeps your picks.

Connected Apps

Connected apps lists ChatGPT, Claude and other AI apps that use GleanMark for you, across all your workspaces. Each row shows the app, the workspace it works in, whether it signed in with your account or with an API key, and when it last renewed its access.

Click Disconnect to sign an app out. It takes effect right away, with no confirmation step, and the app can connect again later. If the app connected with an API key, also revoke that key under API access on the same page, or the app can use the key to reconnect.

Your Data

Click Download my data to get one file with your profile, portfolios, watches, saved searches, notes, reports, AI conversations and the rest of your account data. The file is created in your browser and saved straight to your device. Notes and documents come from the workspace you're in when you download.

Turn on Include my uploaded files to add the documents you uploaded, zipped together with the data. Without it, the file lists your documents with download links that expire after one hour. The download contains personal information, so store it somewhere safe.

Password

If you sign in with a password, a Change Password card lets you set a new one:

1. Enter a New Password (at least 8 characters).
2. Enter it again under Confirm New Password.
3. Click Update Password.

There's no current-password field. If you sign in another way, such as with Google, the card doesn't appear.

Security

The Security card covers how you stay signed in:

• Automatic sign-out shows the policy your firm has set, if any. The firm's owner sets it in Organization Settings.
• Devices signed in lists each browser and device signed in to your account, and you can sign out of any one of them.
• Sign out other devices ends your sessions everywhere except where you are now. Other devices may keep working for up to an hour, until their current session expires.

Closing Your Account

In the Danger zone at the bottom of the page, click Close Account. GleanMark first offers to keep a free account instead, so your clearance reports, searches and watches stay saved. If you continue, you choose what happens to your data:

• Archive and keep my data. Your account closes and you're signed out, but your searches, reports, portfolios and settings are kept. Sign in again any time to restore everything as you left it.
• Delete permanently and erase my data. Your login, saved searches, reports, portfolios, workspace and AI history are erased. This can't be undone.

Both options cancel any renewal of your subscription and sign you out immediately. You'll be asked why you're leaving, and permanent deletion asks you to type DELETE to confirm. Questions about your information go to privacy@gleanmark.com.

Related Features

• Organization Settings — Your firm's name, client access, automatic sign-out and ownership
• Team Management — Team members and roles
• API Access — API keys for your own tools
• Billing & Subscription — Plan and payment details