Managing Your Account & Profile

Overview

Your Account settings are where you manage your personal profile, login details, and privacy. These settings are tied to you as a user, separate from your workspace or business settings.

Where to find it

Open Settings from the sidebar, then select the My Account tab.

What you can manage

• Profile - update your name, email address, and profile picture. Your name is what teammates see and what appears in the dashboard greeting.
• Change Password - set a new password to keep your account secure. You'll enter your current password, then your new one.
• Your Data & Privacy - export a copy of your account data whenever you need it.
• Delete Account - permanently remove your account and its data. This action can't be undone, so use it with care.

Tips

• Keep your email current - important notifications, invoices, and password resets are sent there.
• Use a strong, unique password and update it periodically.
• Adding a profile picture makes your account easier to recognise for teammates in shared workspaces.