Profile and settings
Update your name and contact details, change your password, and edit your organization and billing details.
Your profile, password, organization details and billing details are all in Settings. Open the user menu at the top right (your avatar, or a gear icon on small screens) and click Settings. The Profile Settings card has four tabs: Account, Password, Organization and Billing.
Your profile
- Open Settings and click the Account tab.
- Update your First name, Last name, Email or Contact number.
- Click Save changes.
Change your password
- Open Settings and click the Password tab.
- Enter your Current password.
- Enter the new password in New password and again in Confirm password.
- Click Change Password.
The fields clear when the password is changed. Use the new password next time you sign in.
If you see "unauthorized", check your current password first: a wrong current password shows this message. If you've forgotten it, sign out and use Forgot password?.
Organization details
The Organization tab holds your company's details: Name, Phone (separate several numbers with commas), Address, Address 2, City, State, Postal Code, Country and Website. Edit them and click Save changes.
Your organization role must allow this change. If you see "unauthorized", ask an administrator.
Billing details
The Billing tab holds the details used on your invoices: Name, Email, Phone, the address fields, Country and Website. Edit them and click Save changes.
- The billing Email completes Basic profile settings, step 1 of Set up your account.
- Billing Customer Id is set by the system and can't be changed. Quote it when you contact support about billing.
Cards are managed separately: see Payment methods.
Theme and layout
Colors, dark mode and the sidebar layout aren't in Settings. Use the palette icon in the top bar: see Theme.
Sign out
Open the user menu and click Sign out. The console also signs you out after a period without activity: see Signing out.