# Managing your account (/docs/account/managing-your-account) Account pages control your sign-in, profile, workspace, and saved form settings. ## Account and security [#account-and-security] Open [**Account**](https://tradieforms.com.au/app/account) to manage your profile, email, and sign-in options. You can fill and preview public templates without an account, but downloads, saved details, cloud drafts, PDF tools download, private forms, and team work require sign-in. ## State and trade profile [#state-and-trade-profile] Onboarding asks for your state and trade. Tradie Forms uses this to recommend forms on Overview, Templates, and New form. Update it later in [**Settings**](https://tradieforms.com.au/app/settings). Supported profile trades are Electrical, Plumbing, Draining, Gasfitting, Building, Fire Safety, and Pest Control. ## Settings [#settings] Open [**Settings**](https://tradieforms.com.au/app/settings) for: | Setting | What it does | | --------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Store completed form data** | Saves completed records when you download a PDF | | **Jobs** | Shows Jobs in the sidebar and keeps each job's forms and completion steps together. Auto-create on complete is off by default; Free can have up to 3 active jobs, while Solo and Team can create and manage jobs without a limit | | **AI assistant** | Solo or Team: app header launcher and Fill with AI on forms; on by default, turn off here to hide it for your account | | **Cloud autosave** | Solo or Team cloud drafts sync to the active workspace | | **Draft retention** | Solo or Team cloud drafts can auto-delete after 7, 14, 30, 60, or 90 days | | **Stored PDF copies / PDF audit trail** | Solo (latest copy) or Team (full history), stores downloaded PDF copies for re-download | | **Automatically apply saved logo** | Solo or Team: empty logo fields on new forms fill from your workspace logo (on by default) | | **Automatically apply saved signature** | Solo or Team: empty signature fields on new forms fill from your account signature (on by default) | | **Automatically apply default saved details** | Solo or Team: empty business, person, and licence blocks on new forms fill from your defaults (on by default). Customer and site stay blank | | **Share links** | Solo or Team: view, copy, or revoke links for completed PDFs and signature requests | Turning off completed storage stops new completed records from being saved. The app may ask whether to archive or delete existing saved records. Turning off stored PDF copies or PDF audit trail stops new PDF copies from being stored. Completed form data is unchanged. You can choose whether to keep or delete existing stored PDFs. Turning off the AI assistant hides it in the app header and **Fill with AI** on forms, and blocks chat requests. Other team members can choose their own setting. ## Archived forms [#archived-forms] Deleted records move to [**Settings -> Archived forms**](https://tradieforms.com.au/app/settings/archived). You can restore them or permanently delete them. In a team workspace, deletion permissions depend on your role and whether you created the record. ## Team accounts [#team-accounts] Use the account menu to switch between personal and business workspaces. Use [**Team**](https://tradieforms.com.au/app/team) for team plan checkout and [**Organisations**](https://tradieforms.com.au/app/organisations) for team members. Sidebar pages and saved form areas. Plans, limits, invoices, and team members.