Your profile, passkeys, and AI connections
Settings holds two very different kinds of things: a few settings that belong to you personally, and a stack of workspace settings that only a tenant admin can change. This article covers the personal half — your display name, the read-only email fields, your passkeys, and any AI assistant you have connected — plus the two behaviors that confuse people most: the single status banner and the phone section switcher.
8 minute read · Updated July 27, 2026
Open Settings from your account menu. The menu has both a Profile entry, which jumps straight to the profile panel, and a Settings entry, which opens the top of the page. On a phone, the navigation drawer has a Settings button. The page header reads Account · Profile and names your current workspace, and a Return to workspace link sits above it.
Editing your name
The Profile panel is the first area on the page. Its description states the scope plainly: “Update the name shown for your active workspace. Email changes are handled by platform administrators.” Only two fields on that panel are editable.
- Fill in First Name. This field is required. Saving it empty stops the save and returns the banner Could not save profile with the reason “First name is required.”
- Fill in Last Name. Optional. Leave it blank and your name is stored as the first name alone.
- Select Save Profile. The page reloads with a green Profile saved banner reading “Your workspace profile was updated.” and scrolls back to the profile panel.
The name is stored as one string, then re-split
Conterminal keeps a single full name on your workspace membership, not separate first and last fields. When the form loads it splits that string on the first space: everything before the first space becomes First Name, everything after it becomes Last Name. When you save, the two are trimmed, runs of internal whitespace are collapsed to one space, and they are rejoined with a single space.
A two-word first name does not survive the round trip. Enter Mary Jo and Parsons, save, and reopen the page: the fields now read Mary and Jo Parsons. The stored name is unchanged and correct — only the split across the two boxes moves. Do not “fix” it by editing the boxes again, or you will change the stored name.
One name per workspace, not one name per person
The name is written to your membership row in the workspace that is currently active. If you belong to more than one workspace, each has its own name and this panel only ever edits the active one. Switch workspace and you are editing a different record. Passkeys, by contrast, belong to your login account and are shared across every workspace you use.
Conterminal also copies the saved name onto your login account record so the rest of the product can show it. If that copy fails, the failure is logged and the page still reports Profile saved. A name that updates on this page but looks stale elsewhere is worth reporting rather than re-saving repeatedly.
One more quirk to expect: the save compares only the joined full name against what is already stored. Pressing Save Profile without changing anything writes nothing but still shows the success banner, so the banner is not proof that a write happened.
Why your email is read-only
The Profile panel shows two email values in grey boxes with no inputs and no save control. They are display-only by design: the save action writes your name and nothing else.
- Sign-In Email
- The address you actually authenticate with. It is what a magic link is sent to and what a passkey is tied to.
- Contact Email
- The address recorded on your membership in this workspace. When that value is empty the page falls back to your sign-in address, so the two boxes can read identically even when only one is really set.
If either value is missing entirely, the box reads Not loaded. On a tablet or desktop the same contact address is repeated in the summary strip at the top of the page, alongside your workspace name and a count of enabled notifications.
There is no self-service path to change either address, and no button anywhere on this page will produce one. Changing a sign-in address means changing the identity your sign-in link and passkeys are bound to, so it is handled by platform administrators on request. Email Conterminal Support with the old address, the new address, and the workspace.
Changing where workspace email lands is a different setting and you may be able to do it yourself. Which alerts reach you is controlled in Notifications, at the bottom of the same page, and the addresses documents are sent to are covered in workspace email addresses.
Registering and managing passkeys
The Security area manages passkeys for this Conterminal account. A passkey replaces the emailed sign-in link with Face ID, Touch ID, Windows Hello, a device PIN, or a hardware security key. The panel states the scope as “Manage passkeys for this Conterminal account” — account-wide, not per-workspace.
When you open the area it first shows Checking passkey support... while it looks for WebAuthn in your browser. If WebAuthn is not exposed you get an amber Passkeys unavailable notice reading “This browser or device does not expose WebAuthn passkey support.” and no controls at all. Otherwise your registered passkeys load, with Loading passkeys... while the list is fetched and No passkeys registered. when you have none.
- Add a passkey. Select Add passkey and complete your operating system's prompt. On success the panel shows an Updated notice reading “Registered name.” — or “Registered a new passkey.” when your device did not supply a name — and the list refreshes.
- Rename one. Select Rename on a row, type a name, and select Save. Names cap at 120 characters; the field simply stops accepting more. An empty name is rejected with “Enter a passkey name.” Cancel discards the edit. Naming them after the device — Yard iPhone, Dispatch desktop — is what makes the next step safe.
- Remove one. Select Remove. The row swaps to Confirm Remove and Cancel; nothing is deleted until you select Confirm Remove. Afterwards the notice reads “Passkey removed.”
Each row lists Created and Last Used. A passkey you registered but never signed in with shows Never under Last Used, which is the fastest way to spot one that was registered on a device you no longer have. While any add, rename, or remove is running, the Rename and Remove buttons on every row are disabled.
Passkeys are bound to one domain.
A Conterminal passkey is registered against conterminal.com and only works on https://conterminal.com and https://www.conterminal.com. Register one from a preview host, a staging address, or a test hostname and sign-in will fail there with “This passkey can only be used on the configured Conterminal domain.” Register from the real domain.
Errors appear in a red Passkey error box above the list. The ones worth recognizing: “The passkey prompt was cancelled.” (you or the operating system dismissed the prompt — harmless), “This passkey is already registered for your account.”, “This account has reached the passkey limit.”, “The passkey request expired. Try again.”, and “That passkey could not be verified. Try again, or use email sign-in if the problem continues.” That last sentence is the correct escape hatch: passkeys never replace email sign-in, they sit alongside it.
Removing every passkey does not lock you out. Your emailed sign-in link keeps working, and it is the recovery path when a device is lost. Remove the passkey for a lost device first, then register a replacement on the new one.
Reviewing and revoking AI shipment connections
The AI shipment connections area lists “Read-only ChatGPT connections authorized to search one Conterminal workspace.” If nobody has connected one, it reads No ChatGPT shipment connection is active. Each connection shows the client's name, the line Read-only · connected with the date you authorized it, and a Revoke button.
The connection is created outside this page, on a consent screen headed Connect plus the client name and labeled Read-only connection. That screen asks you to “Choose the single Conterminal workspace this client may search” from a dropdown listing your eligible workspaces as name · Carrier or name · Freight forwarder, then offers Allow read-only access and Cancel. If you have no eligible workspace it says “No active carrier or freight-forwarder workspace is available for this account.”
- What a connection can do
- Search shipments, read an operational snapshot for one shipment, and list shipments confirmed ready for pickup — all inside the one workspace you picked. Every request rechecks your membership and is recorded; if the audit write fails, the answer is withheld rather than returned.
- What it cannot do
- Create, update, refresh, upload documents, or send messages. There is no write path at all. It is also capped: exceed the request limit and the assistant is told “Request limit reached. Try again in N seconds.”
Select Revoke to end a connection. Conterminal clears the workspace binding first and then revokes the authorization, and the panel reports “The AI shipment connection was revoked.” Because the binding is cleared before anything else, a revoke that fails partway still leaves the assistant unable to reach any workspace — it gets a workspace-access error on its next request.
The revoke result is printed inside the AI shipment connections panel, not in the green banner at the top of the page. After revoking, scroll to this area to confirm; a blank status banner does not mean the revoke was ignored. A failure prints “The connection could not be revoked. Please try again.” in the same place.
The area is only rendered when your deployment has AI connections turned on, or when you already have at least one connection to show. Only clients on Conterminal's approved list are listed at all. If the area is absent from both the page and the phone selector, the feature is off for your deployment — that is a configuration decision, not something you can toggle.
Settings on a phone
On a narrow screen the page does not stack every panel. A selector labeled Settings area sits at the top and shows one area at a time; the rest are hidden until you choose them. On a tablet or desktop the selector disappears and every area is stacked in the same order. The summary strip with your workspace, contact email, and notification count is desktop-only.
The list of areas depends on your workspace, so two colleagues can legitimately see different menus. Profile, Security, Email aliases, LFD email scanning, Reporting defaults, and Notifications are always listed. AI connections appears only when that feature is on for your deployment or you already have a connection. Delivery-order review appears only in a freight-forwarder workspace, and Received confirmation only in a carrier workspace.
The chosen area is not remembered across a save. Because saving reloads the page, the selector resets to Profile — so on a phone, saving from any other area drops you back at the top of the list, and the anchor that would normally scroll you to the panel you just saved cannot reach it, because that panel is now hidden. Re-pick the area from the selector to confirm the change landed. This is a phone-only annoyance; on desktop the anchor works.
One deliberate phone adaptation is worth knowing about: the email aliases area drops its wide table and renders each alias as a labeled card with Purpose, Status, Routing, and Last sync, so nothing scrolls sideways. More phone guidance lives in using Conterminal on a phone.
Troubleshooting
There is no Security area at all
Passkey management is behind a deployment flag. When it is off the whole panel renders nothing and the Security shortcut disappears from the account menu too. On a phone you may still see Security listed in the Settings area selector and get a blank space when you choose it — that is the same flag, showing through a gap in the menu. You cannot turn it on yourself; ask your administrator or contact support.
“Passkeys unavailable”
The full text is “This browser or device does not expose WebAuthn passkey support.” This is a browser or device limitation, not an account problem — commonly an embedded in-app browser or an older build. Open Conterminal in a normal browser window, or keep using your emailed sign-in link.
“This passkey can only be used on the configured Conterminal domain.”
The passkey was registered against a different hostname than the one you are signing in on. Passkeys are valid only on https://conterminal.com and https://www.conterminal.com. Sign in with your emailed link on the real domain, then register a passkey there.
“Could not save profile”
The second line names the cause. “First name is required.” means the first-name box was empty or whitespace only. “Your active workspace profile could not be found.” means no membership row exists for you in the active workspace — switch workspace or contact support; retyping the name will not fix it.
“Your active workspace profile could not be loaded.”
An amber box replaces the whole profile form, so there is nothing to save. Your membership record could not be read. Reload once; if it persists, send support your workspace name and sign-in address.
Your name is right here but wrong elsewhere
The saved name is copied onto your login account after it is written to the workspace. If that copy fails, the page still reports Profile saved and only logs the problem. Re-saving usually retries the copy; if the mismatch survives a second save, report it rather than saving repeatedly.
Your first name got shortened after saving
Nothing was lost. Conterminal stores one full name and re-splits it on the first space when the form loads, so a two-word first name reappears with the second word in the Last Name box. Leave it alone — the stored name is correct.
A banner shows a save you did not just make
The outcome is carried in the URL, so a refresh, a browser Back, or a copied link redraws the last banner. It is stale, not a repeated save. Reload /protected/settings with no query string to clear it, and verify a change by reading the field rather than the banner.
You saved two things and only saw one confirmation
By design the page draws at most one status box, with errors ranked above successes. The save that is not shown still ran. Check the field itself, not the banner.
“The connection could not be revoked. Please try again.”
Shown inside the AI shipment connections panel. It covers both a client that is not on Conterminal's approved list and a revoke that failed at the authorization step. Reload the page and check whether the connection is still listed; because the workspace binding is cleared first, the assistant has usually already lost access even when this message appears.
Settings sends you to the unauthorized page
Settings is only available while a tenant workspace is active. If your current workspace is a partner or portal context, you are redirected instead of shown the page. Switch back to your own workspace and reopen Settings.
You are on a phone and cannot find the area you saved
The Settings area selector resets to Profile on every save. Open the selector and choose the area again to confirm the change; nothing was reverted.