Settings

Manage your profile and workspace lifecycle.

Profile

  1. Open Settings from the organization menu in the sidebar.
  2. Update your display name and username.
  3. Email changes go through your authentication provider.

Deactivate workspace

Deactivating marks the workspace as inactive. You must disconnect all Plaid bank connections first — Milia will block deactivation if any institution remains linked.
  1. Disconnect all bank accounts on the Accounts page.
  2. Open Settings and scroll to Deactivate workspace.
  3. Confirm the action. The workspace is immediately marked inactive.
This action is not recoverable. The following data is permanently deleted when you deactivate:
  • All invoices and customer records in this workspace.
  • All Plaid-imported transactions and bank connections (must be disconnected first).