Account Settings

Required Role: All Roles
Plan Required: All Plans

Manage your personal account settings, update your profile information, configure preferences, and control notification settings.

Overview

Account Settings allow you to manage your personal information, password, email preferences, and other individual account configurations separate from business-wide settings.

Getting Started

Access Account Settings from:

• Settings → Account in the sidebar
• Or click your avatar → Account Settings

Profile Information

Updating Your Profile

1. Navigate to Settings → Account

2. Go to "Profile" section

3. Update information:

• Name: Your full name
• Email: Email address (used for login and notifications)
• Phone: Contact phone number (optional)
• Avatar: Upload profile picture (optional)

4. Click "Save Changes"

Profile Information

• Name: Display name in the system
• Email: Login email and notification address
• Phone: Contact phone number
• Avatar: Profile picture
• Role: Your role (OWNER, EMPLOYEE, TEAM_LEADER, TEAM_MEMBER)
• Company: Business/tenant you belong to

Password Management

Changing Your Password

1. Go to Settings → Account → "Security"

2. Click "Change Password"

3. Enter:

• Current Password: Your current password
• New Password: New password (must meet requirements)
• Confirm Password: Re-enter new password

4. Click "Update Password"

Password Requirements

• Minimum length (typically 8+ characters)
• Mix of letters and numbers
• Special characters (may be required)
• Not your email or name

Resetting Forgotten Password

1. Go to sign-in page

2. Click "Forgot Password"

3. Enter your email address

4. Check email for reset link

5. Click link and set new password

Notification Preferences

Control what notifications you receive and how.

Email Notifications

1. Go to Settings → Account → "Notifications"

2. Configure email preferences:

• Job Assignments: Notify when jobs are assigned to you
• Job Updates: Notify when assigned jobs change
• Invoice Payments: Notify when invoices are paid
• System Notifications: General system notifications

3. Toggle each notification on/off

4. Click "Save Preferences"

In-App Notifications

1. Go to Settings → Account → "Notifications"

2. Configure in-app notification preferences

3. Choose which notifications appear in app

4. Save preferences

Notification Types

• Job Notifications: Job assignments, updates, completions
• Invoice Notifications: Payment received, overdue invoices
• Customer Notifications: New customers, customer updates
• Team Notifications: Team assignments, team updates
• System Notifications: System updates, maintenance

Preferences

General Preferences

1. Go to Settings → Account → "Preferences"

2. Configure:

• Language: Preferred language (if available)
• Time Zone: Your time zone
• Date Format: How dates are displayed
• Time Format: 12-hour or 24-hour

3. Save preferences

Display Preferences

• Theme: Light or dark mode (if available)
• Density: Compact or comfortable view
• Default View: Preferred default page

Two-Factor Authentication

Enhance account security with two-factor authentication.

Enabling Two-Factor Authentication

1. Go to Settings → Account → "Security"

2. Click "Enable Two-Factor Authentication"

3. Follow setup instructions:

• Scan QR code with authenticator app
• Enter verification code

4. Save backup codes

5. Two-factor authentication is enabled

Using Two-Factor Authentication

1. Sign in with email and password

2. Enter code from authenticator app

3. Access granted

Common Tasks

Updating Email Address

1. Go to Settings → Account → "Profile"

2. Change email address

3. Verify new email (check email for verification link)

4. Click verification link

5. Email updated

Uploading Profile Picture

1. Go to Settings → Account → "Profile"

2. Click "Upload Avatar" or picture area

3. Select image file

4. Crop/resize if needed

5. Click "Save"

Changing Notification Settings

1. Go to Settings → Account → "Notifications"

2. Toggle notifications on/off

3. Save preferences

4. Changes take effect immediately

Troubleshooting

Can't change password

• Check requirements: Ensure new password meets requirements
• Verify current password: Ensure current password is correct
• Try again: Wait a moment and try again
• Contact support: If issue persists

Notifications not received

• Check email: Verify email address is correct
• Check spam: Look in spam/junk folder
• Review preferences: Ensure notifications are enabled
• Check email settings: Verify business email is configured

Profile picture not uploading

• Check format: Ensure image is supported format (JPG, PNG)
• Check size: Image may be too large
• Try different image: Try smaller or different image
• Clear cache: Clear browser cache and try again

Can't update email

• Check verification: Must verify new email address
• Check current email: Verify you can access current email
• Try again: Resend verification email
• Contact support: If verification not received

Two-factor not working

• Check time: Ensure device time is correct
• Verify code: Double-check code from app
• Use backup code: Try using backup code
• Re-setup: May need to disable and re-enable

Related Articles

• Business Settings - Company-wide settings
• User Management & Roles - Managing user accounts
• Notifications - Notification system overview

Best Practices

1. Keep profile updated: Regularly update your profile information
2. Use strong password: Create strong, unique password
3. Enable two-factor: Use two-factor authentication for security
4. Review notifications: Periodically review notification preferences
5. Verify email: Keep email address current and verified
6. Update preferences: Configure preferences to your liking
7. Save backup codes: Keep two-factor backup codes safe
8. Check regularly: Review account settings periodically
9. Report issues: Contact support for account issues
10. Stay secure: Follow security best practices