Account Settings
What This Helps You Do
Section titled “What This Helps You Do”Keep your own profile, sign-in identifiers, contact information, timezone, password, and photo current.
Open Your Settings
Section titled “Open Your Settings”- Open the user menu in the portal header.
- Select Account Settings.
- Make the needed changes.
- Save.
Every user can manage their own account settings. Managers use Users when they need to update another team member.
Check that you are in the correct workspace before editing. Your profile and access belong to that workspace’s account, even if you use the same email address at another business.
Profile
Section titled “Profile”| Field | How it is used |
|---|---|
| Full Name | Your first and last name. A full name or Display Name is required. |
| Display Name | Shown to customers when provided. A Display Name or Full Name is required. |
| Title | Optional context used in messages and employee selectors. |
| Timezone | Controls the local dates and times shown to you in activity and reporting. |
| Photo | Optional profile image. Use the editor to crop it after uploading when needed. |
Sign-In Details
Section titled “Sign-In Details”You need at least one sign-in identifier:
- Username — Can be used on the login page and cannot contain
@. - Email Address — Recommended because it supports sign-in, password recovery, invitations, and email notifications.
Usernames and email addresses must be unique, including values still held by removed accounts. If a value belongs to a removed user, an authorized manager must restore or permanently delete that account before the value can be reused.
Contact Number
Section titled “Contact Number”The optional contact number accepts US and Canadian phone numbers. It can be used for texts or calls only after verification.
Changing a verified number makes verification necessary again. Use Verify Phone after saving when you need phone-based notifications.
Change Your Password
Section titled “Change Your Password”Enter a new password with at least 8 characters and save. Leaving the password blank keeps the current password.
If you cannot sign in, use the password-reset link on the workspace login page or follow Find Your Workspace & Sign In.
Responsibilities Are Managed Separately
Section titled “Responsibilities Are Managed Separately”Account Settings changes your identity and sign-in details. It does not add location access or responsibilities. An authorized manager makes those changes from Users > Manage Access.
Check Usage & Limits
Section titled “Check Usage & Limits”The same user menu includes Usage & Limits, a read-only view of the current monthly request and notification allowances. See Usage & Limits for what each number means.
Troubleshooting
Section titled “Troubleshooting”| Problem | What to do |
|---|---|
| An email or username is already in use | Ask a manager to check active and removed accounts before creating another account. |
| SMS or call notifications stopped after a phone change | Save the new number, complete Verify Phone, then check Notification Settings. |
| Reports show the wrong local time | Confirm your profile timezone and the location or timezone context shown on the report. |
| You need access to another location | Ask a manager to update Manage Access; changing your profile does not add responsibilities. |