docs(account): update settings pages for new dashboard UX (DX-1074) by matt423 · Pull Request #3344 · ably/docs

matt423 · 2026-04-16T17:00:44Z

Description

Jira: DX-1074

Changes

Three atomic commits:

2FA page — enable/disable flows now use the Security settings card with a password-confirmation dialog. SMS setup steps dropped (TOTP only for new users); SMS section reduced to a deprecation note for legacy users.
Team — all three /users/edit links swapped for /users/settings/profile and /users/settings/security. SSO disconnect flow rewritten for the new Password and Login provider cards, with a lock-out prevention note.
Account overview — "My Settings" section renamed to "Personal settings" and restructured into three bullets (Profile, Security, Emails and notifications) linking to each sub-page. Intro paragraph and dashboard screenshot updated to show the new user menu dropdown.

Review app

Checklist

Commits have been rebased.
Linting has been run against the changed file(s).
The PR adheres to the writing style guide and contribution guide.

coderabbitai · 2026-04-16T17:00:54Z

Important

Review skipped

Auto reviews are disabled on this repository. Please check the settings in the CodeRabbit UI or the .coderabbit.yaml file in this repository. To trigger a single review, invoke the @coderabbitai review command.

⚙️ Run configuration

Configuration used: Repository UI

Review profile: CHILL

Plan: Pro

Run ID: d86f857c-970c-4448-94e4-28457179cbbd

You can disable this status message by setting the reviews.review_status to false in the CodeRabbit configuration file.

Use the checkbox below for a quick retry:

🔍 Trigger review

✨ Finishing Touches

🧪 Generate unit tests (beta)

Create PR with unit tests
Commit unit tests in branch DX-1074-setting-pages-updates

Tip

💬 Introducing Slack Agent: The best way for teams to turn conversations into code.

Slack Agent is built on CodeRabbit's deep understanding of your code, so your team can collaborate across the entire SDLC without losing context.

Generate code and open pull requests
Plan features and break down work
Investigate incidents and troubleshoot customer tickets together
Automate recurring tasks and respond to alerts with triggers
Summarize progress and report instantly

Built for teams:

Shared memory across your entire org—no repeating context
Per-thread sandboxes to safely plan and execute work
Governance built-in—scoped access, auditability, and budget controls

One agent for your entire SDLC. Right inside Slack.

👉 Get started

Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

❤️ Share

_{Comment @coderabbitai help to get the list of available commands and usage tips.}

AndyTWF · 2026-04-17T13:31:55Z

 * Remove, or change user roles within an Ably account.

-### My Settings
+### Personal settings


Given the image at the top of the page, this page sorta no longer makes sense.

The old image used to show all the account options on the old dashboard, but those options are left-nav.

So I think we need to consider the structure of this page (do we split user + account?)

I see there's some cross over with Marks open PR. I'll see what's worth picking from there into here

m-hulbert

Just a couple of wording changes to match the dashboard

m-hulbert · 2026-05-13T16:33:53Z

-1. Log in to your account and select [Profile Settings](https://ably.com/users/edit) in your account.
-2. Click the **Disable Two-Factor Authentication** button.
-    * Re-enter your password as prompted.
+1. Log in to your [account](https://ably.com/accounts/any) and go to [Security settings](https://ably.com/users/settings/security).


Suggested change

1. Log in to your [account](https://ably.com/accounts/any) and go to [Security settings](https://ably.com/users/settings/security).

1. Log in to your [account](https://ably.com/accounts/any) and go to [Security](https://ably.com/users/settings/security).

Applied.

Claude

m-hulbert · 2026-05-13T16:34:08Z

-6. Enter the security token and click **Verify security code**.
-7. Scan the QR code into an authenticator app such as Authy, or Google Authenticator.
-8. Store your recovery codes in a safe location.
+1. Log in to your [account](https://ably.com/accounts/any) and go to [Security settings](https://ably.com/users/settings/security).


Suggested change

1. Log in to your [account](https://ably.com/accounts/any) and go to [Security settings](https://ably.com/users/settings/security).

1. Log in to your [account](https://ably.com/accounts/any) and go to [Security](https://ably.com/users/settings/security).

Applied.

Claude

m-hulbert · 2026-05-13T16:35:51Z


 [Manage the users](https://ably.com/accounts/any/account_users) that have access to your account. The account owner role has full permissions to manage the account, including adding and removing users, and managing their [roles](/docs/platform/account/team).
+
+## Personal settings <a id="personal"/>


The top-level is called 'Profile settings' in the dashboard.

Renamed the heading to Profile settings to match the dashboard. Kept the anchor as #personal in case anything external links to it.

Claude

m-hulbert · 2026-05-13T16:37:17Z

-6. Click "remove connection" next to the SSO provider you want to disconnect.
-7. Return to the instructions above to [close your account](#close).
+1. Log in to your [account](https://ably.com/accounts/any) using your current SSO method.
+2. Go to [Security settings](https://ably.com/users/settings/security).


Suggested change

2. Go to [Security settings](https://ably.com/users/settings/security).

2. Go to [Security](https://ably.com/users/settings/security).

Applied.

Claude

Enable and disable flows now go through the dedicated Security settings page with password-confirmation dialogs. Drop SMS setup steps (TOTP-only for new users) and replace the SMS/TOTP section with a deprecation note for legacy users. DX-1074 Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

Replace legacy /users/edit links with /users/settings/profile and /users/settings/security. Rewrite the SSO disconnect steps to match the new Password and Login provider cards, and add a note about lock-out prevention when a password is not set. DX-1074 Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

Rename the "My Settings" section to "Personal settings" and link out to the three new sub-pages (Profile, Security, Emails and notifications). Update the intro and replace the dashboard screenshot to reflect the new user menu dropdown. DX-1074 Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

matt423 self-assigned this Apr 16, 2026

matt423 added the review-app Create a Heroku review app label Apr 16, 2026

ably-ci temporarily deployed to ably-docs-dx-1074-setti-cj96rc April 16, 2026 17:02 Inactive

matt423 marked this pull request as ready for review April 16, 2026 17:04

matt423 requested review from AndyTWF and m-hulbert April 16, 2026 17:14

AndyTWF reviewed Apr 17, 2026

View reviewed changes

matt423 mentioned this pull request May 13, 2026

[DX-444] Update account and app docs #3302

Merged

3 tasks

matt423 force-pushed the DX-1074-setting-pages-updates branch from 1ac0517 to 7b0eb43 Compare May 13, 2026 15:21

matt423 changed the base branch from main to dx-444-dashboard-docs-updates May 13, 2026 15:22

matt423 added review-app Create a Heroku review app and removed review-app Create a Heroku review app labels May 13, 2026

ably-ci temporarily deployed to ably-docs-dx-1074-setti-zkpl0y May 13, 2026 15:22 Inactive

matt423 force-pushed the DX-1074-setting-pages-updates branch from 7b0eb43 to 088212b Compare May 13, 2026 15:59

matt423 temporarily deployed to ably-docs-dx-1074-setti-zkpl0y May 13, 2026 16:00 Inactive

m-hulbert force-pushed the dx-444-dashboard-docs-updates branch from 5144f45 to 3478342 Compare May 13, 2026 16:19

matt423 force-pushed the DX-1074-setting-pages-updates branch from 088212b to 269e187 Compare May 13, 2026 16:27

matt423 temporarily deployed to ably-docs-dx-1074-setti-zkpl0y May 13, 2026 16:27 Inactive

Base automatically changed from dx-444-dashboard-docs-updates to main May 13, 2026 16:28

m-hulbert reviewed May 13, 2026

View reviewed changes

matt423 and others added 3 commits May 13, 2026 17:48

matt423 force-pushed the DX-1074-setting-pages-updates branch from 269e187 to 71070f9 Compare May 13, 2026 16:48

matt423 deployed to ably-docs-dx-1074-setti-zkpl0y May 13, 2026 16:49 View deployment

m-hulbert approved these changes May 13, 2026

View reviewed changes

Provide feedback

Saved searches

Use saved searches to filter your results more quickly

docs(account): update settings pages for new dashboard UX (DX-1074)#3344

docs(account): update settings pages for new dashboard UX (DX-1074)#3344
matt423 wants to merge 3 commits into
mainfrom
DX-1074-setting-pages-updates

matt423 commented Apr 16, 2026 •

edited

Loading

Uh oh!

coderabbitai Bot commented Apr 16, 2026 •

edited

Loading

Review skipped

Uh oh!

AndyTWF Apr 17, 2026

Uh oh!

matt423 Apr 17, 2026

Uh oh!

m-hulbert left a comment

Uh oh!

m-hulbert May 13, 2026

Uh oh!

matt423 May 13, 2026

Uh oh!

m-hulbert May 13, 2026

Uh oh!

matt423 May 13, 2026

Uh oh!

m-hulbert May 13, 2026

Uh oh!

matt423 May 13, 2026

Uh oh!

m-hulbert May 13, 2026

Uh oh!

matt423 May 13, 2026

Uh oh!

Reviewers

Assignees

Labels

Milestone

Development

Uh oh!

4 participants

	1. Log in to your [account](https://ably.com/accounts/any) and go to [Security settings](https://ably.com/users/settings/security).
	1. Log in to your [account](https://ably.com/accounts/any) and go to [Security](https://ably.com/users/settings/security).


		[Manage the users](https://ably.com/accounts/any/account_users) that have access to your account. The account owner role has full permissions to manage the account, including adding and removing users, and managing their [roles](/docs/platform/account/team).

		## Personal settings <a id="personal"/>

	2. Go to [Security settings](https://ably.com/users/settings/security).
	2. Go to [Security](https://ably.com/users/settings/security).

Conversation

matt423 commented Apr 16, 2026 • edited Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

Description

Changes

Review app

Checklist

Uh oh!

coderabbitai Bot commented Apr 16, 2026 • edited Loading Uh oh! There was an error while loading. Please reload this page.

Uh oh!

Review skipped

Uh oh!

Choose a reason for hiding this comment

Uh oh!

Choose a reason for hiding this comment

Uh oh!

m-hulbert left a comment

Choose a reason for hiding this comment

Uh oh!

Choose a reason for hiding this comment

Uh oh!

Choose a reason for hiding this comment

Uh oh!

Choose a reason for hiding this comment

Uh oh!

Choose a reason for hiding this comment

Uh oh!

Choose a reason for hiding this comment

Uh oh!

Choose a reason for hiding this comment

Uh oh!

Choose a reason for hiding this comment

Uh oh!

Choose a reason for hiding this comment

Uh oh!

Reviewers

Assignees

Labels

Milestone

Development

Uh oh!

4 participants

matt423 commented Apr 16, 2026 •

edited

Loading

coderabbitai Bot commented Apr 16, 2026 •

edited

Loading