> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adminest.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account & Categories

> Manage categories, your account, and your data

## Overview

Settings is where you customise Adminest to match how you think about your admin. The two things most people change first are their **categories** (colour, emoji, name) and their **notification** preferences. You can also export everything you have, or permanently delete your account.

<CardGroup cols={2}>
  <Card title="Categories" icon="palette">
    Pick an emoji and colour for each category
  </Card>

  <Card title="Export Data" icon="download">
    Download everything as a JSON file
  </Card>

  <Card title="Delete Account" icon="trash">
    Permanently remove your account and data
  </Card>

  <Card title="Notifications" icon="bell">
    Choose what you want to be reminded about
  </Card>
</CardGroup>

## Category emoji and colour

Categories are how Adminest groups your documents and tasks. Each category has a **name**, an **emoji**, and a **colour** — and you control all three. Whatever you pick shows up everywhere: sidebar, document cards, task chips, calendar events.

<Frame caption="The Categories tab in Settings — pick an emoji, pick a colour, see a live preview">
  <img src="https://mintcdn.com/adminestlimited/XCuo8nrKkX0hrXoK/images/v2/categories-settings.png?fit=max&auto=format&n=XCuo8nrKkX0hrXoK&q=85&s=1dea8539e3f55c4835b5d8c9632c1dfb" alt="Categories settings with emoji and colour picker" width="1280" height="800" data-path="images/v2/categories-settings.png" />
</Frame>

### Adding a new category

<Steps>
  <Step title="Go to Settings > Categories">
    Click your avatar → **Settings** → **Categories** tab.
  </Step>

  <Step title="Click + New category">
    A name input, colour swatch row, and emoji grid appear in the panel on the right.
  </Step>

  <Step title="Name it">
    Keep names short — they have to fit on a small pill on a document card. "School", "Insurance", "Pet" all work well.
  </Step>

  <Step title="Pick a colour and an emoji">
    Tap any colour swatch and any emoji to see a live preview at the top of the panel.
  </Step>

  <Step title="Click Save">
    The new category appears in the list on the left, immediately available to assign to documents and tasks.
  </Step>
</Steps>

### Editing an existing category

Click any category in the list to open it for editing. You can change the name, colour, and emoji at any time. Changes apply instantly to every document and task tagged with that category.

<Tip>
  Picking an emoji that suggests the meaning at a glance ("🚗" for Vehicle, "🐾" for Pet) makes filtering by category much faster — you can scan the sidebar without reading.
</Tip>

### Inline creation from documents

You don't have to come to Settings to create a category. On any document card, click the **+** next to the category pills, type a new name, and hit **Create "Name"** — the category is created on the spot. You can come back to Settings later to assign it a colour and emoji.

### Deleting a category

Click the **⋯** menu on any category and choose **Delete**. You'll be asked to confirm — and to decide what happens to the documents and tasks that were using it (un-tag them, or move them to another category).

<Note>
  A small number of categories are created automatically by Adminest when you first sign up (Insurance, Bills, Property…). These are seed categories — you can rename, recolour, re-emoji, or delete any of them.
</Note>

## Exporting your data

Under the NZ Privacy Act 2020, you have the right to access all personal data we hold about you. Adminest makes this easy with a one-click export.

<Steps>
  <Step title="Go to Settings > Account">
    Click your avatar → **Settings** → **Account** tab.
  </Step>

  <Step title="Click Export Data">
    Adminest compiles a JSON archive and downloads it to your device.
  </Step>

  <Step title="Review your data">
    The file includes your profile, documents, tasks, categories, chat history, and email processing records.
  </Step>
</Steps>

The export includes:

* **Profile** — name, email, preferences
* **Documents** — metadata and AI analysis for everything you've uploaded
* **Tasks** — all tasks with due dates, categories, status, and notes
* **Categories** — your custom categories with emoji and colour
* **Chat history** — every AI Assistant conversation
* **Email records** — your email-to-document processing history

## Deleting your account

Account deletion is permanent and cannot be undone. All your data is removed from Adminest, including documents stored in cloud storage.

<Steps>
  <Step title="Go to Settings > Account">
    Open the **Account** tab.
  </Step>

  <Step title="Scroll to the Danger Zone">
    Click **Delete Account**.
  </Step>

  <Step title="Confirm deletion">
    Type **DELETE MY ACCOUNT** exactly as shown to confirm. This safeguard prevents accidental deletion.
  </Step>

  <Step title="Account removed">
    Once confirmed, all your data is permanently deleted and you'll be signed out automatically.
  </Step>
</Steps>

### What gets deleted

When you delete your account, the following is permanently removed:

* Your user profile and preferences
* All uploaded documents and their cloud-stored files
* All tasks, categories, and AI suggestions
* Every AI Assistant conversation
* Email processing records and your document email alias
* Push notification subscriptions
* Account connections (people you'd shared with)
* Support tickets
* Security and privacy settings

### Before you delete

We recommend **exporting your data** before deleting your account. Once you delete, your data cannot be recovered.

## Related features

<CardGroup cols={2}>
  <Card title="Documents" icon="file-lines" href="/guide/documents">
    See your categories on every document card
  </Card>

  <Card title="Tasks" icon="list-check" href="/guide/tasks">
    Filter and colour-code by category
  </Card>

  <Card title="Privacy" icon="shield" href="/guide/privacy">
    Manage cookies, GPC, and AI consent
  </Card>
</CardGroup>
