Managing your Admin or Staff user profile

From the Profile page, you can...

• Update your first name, last name, email address, or nickname
• Add or update your profile photo
• Change your password

Looking for information on how to configure Staff or Partner accounts? Check out the following series of articles...

• Introduction to Staff accounts

From the Personal Info tab, you can configure the following.

You can add a photo of yourself for internal use only. This is displayed next to your account on the Accounts page, along with any notes you create on an invoice.

Drop a JPG or PNG image in the Add Photo section to upload, or click the section to open an upload modal.

View and edit the first name and last name associated with your account.

This email address is used for your login email, notifications, and internal communications.

How do I verify my email address?

You can verify your email when you first access your account. Click on the link, and an email is sent to the email address specified. Click on the link in the email to complete the validation.

Verifying your email address improves the security of your account and allows us to support you better.

How do I change my password?

Click the Change Password button and follow the instructions provided in the New Password field provided.

To maintain a high level of security in your account, the new password must contain...

• At least eight characters
• At least 3 of the following:
  • Lowercase letters (a-z)
  • Upper case letters (A-Z)
  • Numbers (0-9)
  • Special characters (e.g. !@3$%^&*)

Passwords must NOT contain empty spaces.

Once you have finished entering the new password, click Save to finalize the change.

You can cancel (x) the change password process and hide the new password fields anytime before clicking Save.

You can also change your password via the Forgot Password? feature.

How do I disable Two-Factor Authentication? An Admin initially required authentication, then removed the requirement? I am still being prompted to provide authentication, but the setting in my profile is not selected.