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How to Manage Your Profile

Your profile contains your personal information and account settings. Here's how to manage it:

Accessing Your Profile

Click on "Profile" in the top navigation bar, or visit /profile.

Updating Personal Information

In the "User" tab, you can update:

  • Name: Your full name
  • Email: Your email address (used for login)
  • Phone: Your contact phone number
  • Company: Your company name (optional)

After making changes, click "Update Profile" to save.

Profile Tabs

Your profile has several tabs:

  • User: Personal information and account details
  • Billing: Business information for invoices and proposals
  • Tax: Tax categories and settings
  • Subscriptions: Your subscription and plan information
💡 Tip:

Keep your profile information up to date, especially your email address, as it's used for important notifications.