Keep your account and company information accurate and up to date.
Keeping your profile details current ensures smooth communication, accurate records, and a professional presence across your account. You can easily update your personal information, company details, and contact info directly from your dashboard.
Step 1: Open Your Profile Menu
Click on your profile icon (your initials) located in the top-right corner of the dashboard.
Step 2: From the dropdown menu, click Update Profile.
Step 3: Edit Your Account Details
A new window will appear with your account settings. Here, you can update:
Personal Information: Name, email, and contact details.
Company Information: Company name and address.
Step 4: Once you’ve made the necessary edits, click Update Details to save your changes.
Notes
Only account owners or authorized users can update profile details.
Ensure your email address is correct, as it’s used for login and important system notifications.
Tips
Regularly review your company address and contact details to keep invoices and communications accurate.
If your company undergoes major changes (e.g., name or address update), update your profile immediately to avoid reporting inconsistencies.