Profile & Settings

Manage your account and tailor each company to how you work.

Your profile

From your account menu (top-right), you can:

• Update your name and personal details
• Change your password
• Manage security options like two-factor authentication — see Security
• Sign out

Company settings

Each company has its own settings, including:

• Company / firm details — name, address, GSTIN (see Firms & GST Identity)
• Team members and their roles — see Team & Roles
• Connected accounts — link an email/calendar account if you use those features

Switching companies

Use the company switcher at the top to move between businesses. Settings always apply to the company you’re currently viewing. See Companies.

→ Next: Team & Roles