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Settings

The Settings section lets you manage your personal profile, update your company information, and control your team’s access. To get started, sign in and click Settings in the left sidebar. You’ll see three tabs:

  • User Account
  • Company
  • Company Users

You can follow these tabs and make any changes you need. 

User Account​

  • Click the edit icon on your avatar to upload or change your profile photo
  • Update First Name, Last Name, Phone Number, and Email
  • Click Save at the top right to apply your changes
Setting

Company​

  • Click the edit icon on the company logo to upload or change it
  • Update Company Name, choose Company Size from the dropdown, enter HQ Location (City), and select Year Founded
  • Click Save at the top right to apply your changes
Setting

Company Members​

  • Use the Search field to find users by name or email.
  • Click + Add New Member, choose the Product they should have access to, enter their User Email, and select a Role Type.
  • When finished, click Save to send the invitation.
  • To remove a user, click the trash icon next to their entry
Setting

FAQs​

How do I access the Settings page?
Sign in and click Settings in the left sidebar.

How do I update my profile photo?
In User Account, click the edit icon on your avatar, upload a new image, and then click Save.

How do I change my company’s information?
In the Company tab, update any fields (logo, name, size, location, year founded) and click Save.

How do I invite a new team member?
In Company Users, click + Add New Member, fill out their details, assign products and a role, then click Save.

How do I remove a user’s access?
In Company Users, click the trash icon next to that user’s row.