---
title: Account Details (View & Manage)
description: Account Details (View & Manage)
---

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1. [B2B Rocket](https://help.b2brocket.ai/?hsLang=en)
2. [Settings](https://help.b2brocket.ai/settings?hsLang=en)

# Account Details (View & Manage)

Keeping your account information up to date ensures seamless access, personalized communication, and accurate workspace identity. Whether you're updating your contact number, company details, switching to the new UI, or track invoices, the Account Details section keeps everything within your control.

In this documentation, we’ll guide you through the following:

- [Navigation](https://help.b2brocket.ai/account-details-view-manage-b2b-rocket-help-center#Navigation)
- [User Details](https://help.b2brocket.ai/account-details-view-manage-b2b-rocket-help-center#User-Details)
- [Change Password](https://help.b2brocket.ai/account-details-view-manage-b2b-rocket-help-center#Change-Your-Password)
- [Company Details](https://help.b2brocket.ai/account-details-view-manage-b2b-rocket-help-center#Company-Details)
- [Redesigned Interface](https://help.b2brocket.ai/account-details-view-manage-b2b-rocket-help-center#Redesigned-Interface)
- [Current Subscription](https://help.b2brocket.ai/account-details-view-manage-b2b-rocket-help-center#Current-Subscription)
- [Invoices](https://help.b2brocket.ai/account-details-view-manage-b2b-rocket-help-center#Invoices)

Let’s get started 🚀

### Navigation

**Step 1:** Log in to your account and click the **Account** icon from the bottom left sidebar.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfzUT2jFDrL4e1M6_A94lKfXQ3B8UV6hcVy3xNS_eY2uQIcUq6sEr-8egWlLBRNGKyUwFxUD9rGqGmG3CxCKo0WKZCiiUa9_WwPeVm9qldOvJC7Q17soYeL9PaazAnhBX1K2stjbA.png?width=1055&height=638&name=AD_4nXfzUT2jFDrL4e1M6_A94lKfXQ3B8UV6hcVy3xNS_eY2uQIcUq6sEr-8egWlLBRNGKyUwFxUD9rGqGmG3CxCKo0WKZCiiUa9_WwPeVm9qldOvJC7Q17soYeL9PaazAnhBX1K2stjbA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1693434254/91229e1d38be0a946e40918383e7/AD_4nXfzUT2jFDrL4e1M6_A94lKfXQ3B8UV6hcVy3xNS_eY2uQIcUq6sEr-8egWlLBRNGKyUwFxUD9rGqGmG3CxCKo0WKZCiiUa9_WwPeVm9qldOvJC7Q17soYeL9PaazAnhBX1K2stjbA?expires=1761286500&signature=cd4181b1d85195bb07f0c563fe710fa22ca190067ddb18a5eb15c330fd6def82&req=dSYuFc19mYNaXfMW1HO4zTvCu2M1PBsXWynEWjnoUuBE34ElRkneszPpoUd3%0A4VMxNzs6i8SmuzBLeDU%3D%0A)

**Step 2:** Select the **Settings** option to access the **Account Details** page.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcSueXruheQUKJPL9ch3C38xoTpMmub0P55tTfskkEH_ptCRVAbwDnot-E70MdCoRvLg1W23kz0hkcPqyz96SQ5U2W464W7eHjYfwSxwUDXznoJqfMoNxcM9BU1zXYj34vbfogS2Q.png?width=1061&height=635&name=AD_4nXcSueXruheQUKJPL9ch3C38xoTpMmub0P55tTfskkEH_ptCRVAbwDnot-E70MdCoRvLg1W23kz0hkcPqyz96SQ5U2W464W7eHjYfwSxwUDXznoJqfMoNxcM9BU1zXYj34vbfogS2Q.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1693434749/126f24878cd902efa4ef617154b4/AD_4nXcSueXruheQUKJPL9ch3C38xoTpMmub0P55tTfskkEH_ptCRVAbwDnot-E70MdCoRvLg1W23kz0hkcPqyz96SQ5U2W464W7eHjYfwSxwUDXznoJqfMoNxcM9BU1zXYj34vbfogS2Q?expires=1761286500&signature=bcb260ee4d99b5f4fb3ed439fe56ca1ea91f0d206253daf8e29f98014b45d240&req=dSYuFc19mYZbUPMW1HO4zYSilOlp3NGN0GU6c64PTU6F8JgwuFLoYJgGBVtS%0AZIxUWs%2BgA9bCix4QSsE%3D%0A)

You’ll now see options to update user information, company details, password, and interface preferences.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXccT4Jma24wGNtNV-o9dysGiAH2jzjMouwcjDsQeDt-yN8MO311EsB_NbNPit7_d_wogIHMYcNhoWZGbGERTB8pbFfiLWfGsrfdDv5xlGwxsI6WAl1WqNoUBkx4mAlL7N3J_mIk.png?width=1366&height=641&name=AD_4nXccT4Jma24wGNtNV-o9dysGiAH2jzjMouwcjDsQeDt-yN8MO311EsB_NbNPit7_d_wogIHMYcNhoWZGbGERTB8pbFfiLWfGsrfdDv5xlGwxsI6WAl1WqNoUBkx4mAlL7N3J_mIk.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1693435480/fa3cc3d1082f30b243bc2ec659ff/AD_4nXccT4Jma24wGNtNV-o9dysGiAH2jzjMouwcjDsQeDt-yN8MO311EsB_NbNPit7_d_wogIHMYcNhoWZGbGERTB8pbFfiLWfGsrfdDv5xlGwxsI6WAl1WqNoUBkx4mAlL7N3J_mIk?expires=1761286500&signature=7072c096f2f8eee44584c027027de8af5cdf56b644d22a955d4c7786c7371887&req=dSYuFc19mIVXWfMW1HO4zaGfF%2F3KB7bWhpm9fhgoAm%2BHo5nNKhuK0sk%2FcDQW%0AhFajBmtt3CRI527eRyM%3D%0A)

### User Details

This section stores your personal information and ensures that your profile is accurate for communication and notifications.

| **Field** | **Description** |
| --- | --- |
| First Name | Enter or update your first name. |
| Last Name | Enter or update your last name. |
| Email Address | Displays your registered email (non-editable). |
| Phone Number | Add or change your contact number with the country code. |
| Timezone | Adjust your timezone for accurate scheduling. |

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfEla_zGed7mmvMXQScIDo_JhYNuEq40hSjc-Zm5SvyKjxwh_rpgawOzF8eAqNyC1B1R08zs8jK8nFCqioPpIix3DIUua7pI6UAx9Edh4ZWzUrH_5KikrURycxi5FfHZ9BGuSPDHA.png?width=1366&height=641&name=AD_4nXfEla_zGed7mmvMXQScIDo_JhYNuEq40hSjc-Zm5SvyKjxwh_rpgawOzF8eAqNyC1B1R08zs8jK8nFCqioPpIix3DIUua7pI6UAx9Edh4ZWzUrH_5KikrURycxi5FfHZ9BGuSPDHA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1693436575/3a7364dbf65afecac7185867fca3/AD_4nXfEla_zGed7mmvMXQScIDo_JhYNuEq40hSjc-Zm5SvyKjxwh_rpgawOzF8eAqNyC1B1R08zs8jK8nFCqioPpIix3DIUua7pI6UAx9Edh4ZWzUrH_5KikrURycxi5FfHZ9BGuSPDHA?expires=1761286500&signature=404e78377997ea08997945c7a84356f8f5b6fa9b1dd0eac3ea43e98ad6ab5310&req=dSYuFc19m4RYXPMW1HO4zT9R%2FQXAOGYsE6QTIJ6GhqKGrLJH0h0CRHkVIg2M%0A1bSOpZ%2BvFrPgAVkgTfc%3D%0A)

### Change Your Password

Securely update your login credentials in a few clicks. Enter your current password, set a new one, and click Change Password.

***Note:*** *Use a strong password combining letters, numbers, and special characters.*

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdPl1M_ku94wVgEdgumfMAaNuzfpB4yso7DIg1ma7IGnwQQjcG1NPXLmPkZuNfNcCPuwCYTJeIMvLOPLnuN8q30gjcq5fXUQK5GUXZz5mm0CqipG7g2oZppPyrbEadJLoToBjtN-Q.png?width=1366&height=641&name=AD_4nXdPl1M_ku94wVgEdgumfMAaNuzfpB4yso7DIg1ma7IGnwQQjcG1NPXLmPkZuNfNcCPuwCYTJeIMvLOPLnuN8q30gjcq5fXUQK5GUXZz5mm0CqipG7g2oZppPyrbEadJLoToBjtN-Q.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1693449432/0bce46a61088c702e2bd893c3316/AD_4nXdPl1M_ku94wVgEdgumfMAaNuzfpB4yso7DIg1ma7IGnwQQjcG1NPXLmPkZuNfNcCPuwCYTJeIMvLOPLnuN8q30gjcq5fXUQK5GUXZz5mm0CqipG7g2oZppPyrbEadJLoToBjtN-Q?expires=1761286500&signature=68e3afd1fa4dcbb4db230b393115454ff4b485a45efdf23a37c3f6de3db170ec&req=dSYuFc16lIVcW%2FMW1HO4zWkEjW%2FvKCArkX5D2ixYrKvhZKWlC6f%2B7xq3MbKn%0ACcSmR%2Fskrw6Oqhls7RU%3D%0A)

### Company Details

Maintain a professional brand identity across your workspace. These settings help reflect your company’s presence when collaborating internally or reaching out externally.

| **Field** | **Description** |
| --- | --- |
| Company Logo | Upload a new logo (JPG/PNG, max 2MB) or remove the current one. |
| Company Name | Change the name of your workspace. |
| Company Address | Shown as your default email or company contact (non-editable). |

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXc_8h0bBoO2vzac72yuAL4c9i1M51odyTyIMuv3-xoFPPu30uMF8kN7JmUga1cDx_ty5aCPyia-Zl1yL6Z7Q52mDp7B7dfNYmFHDFF8oTtwRzo2CFaUczQ73RHDBwnHAchGWnce.png?width=1366&height=641&name=AD_4nXc_8h0bBoO2vzac72yuAL4c9i1M51odyTyIMuv3-xoFPPu30uMF8kN7JmUga1cDx_ty5aCPyia-Zl1yL6Z7Q52mDp7B7dfNYmFHDFF8oTtwRzo2CFaUczQ73RHDBwnHAchGWnce.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1693459056/2f09f7bb9788d805dfbfdaa0289d/AD_4nXc_8h0bBoO2vzac72yuAL4c9i1M51odyTyIMuv3-xoFPPu30uMF8kN7JmUga1cDx_ty5aCPyia-Zl1yL6Z7Q52mDp7B7dfNYmFHDFF8oTtwRzo2CFaUczQ73RHDBwnHAchGWnce?expires=1761286500&signature=33acba948b1de2ac3f0a10142e3a84480ce8289cffe03257e8b275473d7e32a9&req=dSYuFc17lIFaX%2FMW1HO4zfeQFCIAbCbjc4O784b5Ps4T92jTtinvNdp5PNgM%0AXlPNJQQC8ptOjKJ1z0k%3D%0A)

### Redesigned Interface

Switch to a sleeker, glass-inspired UI. Simply toggle Enable new design at the bottom-right of the screen to activate the refreshed layout.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfGVAZtw9iAIYLplsN9HTP3Tfww1wcjIjN5U9cjDqspBeGs2u-8XT_n7XqcNXzhyDmWHftF5Xg9Hyb8nX6CcIWyzUOlr6fCG2C9_fJw7KWi3EvHV_SFXWJwwinNkXkzRouima-nYw.png?width=1366&height=641&name=AD_4nXfGVAZtw9iAIYLplsN9HTP3Tfww1wcjIjN5U9cjDqspBeGs2u-8XT_n7XqcNXzhyDmWHftF5Xg9Hyb8nX6CcIWyzUOlr6fCG2C9_fJw7KWi3EvHV_SFXWJwwinNkXkzRouima-nYw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1693459888/931b5ebd7bccd451c49a869c8af5/AD_4nXfGVAZtw9iAIYLplsN9HTP3Tfww1wcjIjN5U9cjDqspBeGs2u-8XT_n7XqcNXzhyDmWHftF5Xg9Hyb8nX6CcIWyzUOlr6fCG2C9_fJw7KWi3EvHV_SFXWJwwinNkXkzRouima-nYw?expires=1761286500&signature=ae5b16829539ab56523bb522ca219d554a679e1346dfdd84ec46a0fc756e9037&req=dSYuFc17lIlXUfMW1HO4zQeG8PLlOa%2B0HhpAXwaXPj4py5GUG3saKVIMqHUV%0AGFVMHExACuMfSaJt%2Bhk%3D%0A)

### Current Subscription

View your subscription status at a glance. Check plan details, renewal dates, and expiry information. Use Manage Subscription to change or update your plan.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXe6Dzsk_1A-0kSmcFi0RLjilTfMC4Cf7cwKmIz2QgL3AFXP-gS-obyXgkRHqensMXKo5dGlM0S8WrF18ASxw5nD41zysOva457bJ14ZztyWDIZCYY1zFVOL_Ui_84QRUkssZudccA.png?width=1366&height=641&name=AD_4nXe6Dzsk_1A-0kSmcFi0RLjilTfMC4Cf7cwKmIz2QgL3AFXP-gS-obyXgkRHqensMXKo5dGlM0S8WrF18ASxw5nD41zysOva457bJ14ZztyWDIZCYY1zFVOL_Ui_84QRUkssZudccA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1693467027/3553713bb7f50b0abbb0f30a6817/AD_4nXe6Dzsk_1A-0kSmcFi0RLjilTfMC4Cf7cwKmIz2QgL3AFXP-gS-obyXgkRHqensMXKo5dGlM0S8WrF18ASxw5nD41zysOva457bJ14ZztyWDIZCYY1zFVOL_Ui_84QRUkssZudccA?expires=1761286500&signature=5e7da67a401af76ac7c46273bf1a153033ab6fbd7e1cc06c226e298eb414766b&req=dSYuFc14moFdXvMW1HO4zcrddszLBDzmDuvL3u3fCgOWaMvv75CpH%2F%2FZTVaz%0AxCaznWxltXJ%2FL5ucSAY%3D%0A)

### Invoices

Access and download past invoices directly. Each entry shows the invoice number, date, and amount, with a Download option for quick record-keeping.

[![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXd65Glwdzy56WZ_v2XcYseELbfoJhEGz4ZqK1a1RY85kRatH_TlGPpNa7jGfmSP3nNED360Dg32BFy40og5hguR7x8wsQNmXiIAHeVCvIUVIqw89TwjJ3c-ZdmWgeHWBF6bMHOauw.png?width=1366&height=641&name=AD_4nXd65Glwdzy56WZ_v2XcYseELbfoJhEGz4ZqK1a1RY85kRatH_TlGPpNa7jGfmSP3nNED360Dg32BFy40og5hguR7x8wsQNmXiIAHeVCvIUVIqw89TwjJ3c-ZdmWgeHWBF6bMHOauw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1693467035/6b0b4a0cd748af77816e00bfe379/AD_4nXd65Glwdzy56WZ_v2XcYseELbfoJhEGz4ZqK1a1RY85kRatH_TlGPpNa7jGfmSP3nNED360Dg32BFy40og5hguR7x8wsQNmXiIAHeVCvIUVIqw89TwjJ3c-ZdmWgeHWBF6bMHOauw?expires=1761286500&signature=c4ef61aebdd410b21634f4f5e128f2b979ae546dcea38f1c49c67f2ac7a5ed94&req=dSYuFc14moFcXPMW1HO4zXovmXVA4FDKG2pYFizYxv9CHbkL6%2FIbznvIg488%0Ab3fNfEWOxaqJFH7UhYo%3D%0A)

- [Getting Started](https://help.b2brocket.ai/getting-started?hsLang=en#main-content)

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- [Campaigns](https://help.b2brocket.ai/campaigns?hsLang=en)
- [Mailboxes](https://help.b2brocket.ai/mailboxes?hsLang=en)
- [Settings](https://help.b2brocket.ai/settings?hsLang=en)
- [Additional Guides](https://help.b2brocket.ai/additional-guides?hsLang=en#main-content)

    - [Important Documents](https://help.b2brocket.ai/additional-guides?hsLang=en#important-documents)
    - [AI Agent Learning Hub](https://help.b2brocket.ai/additional-guides?hsLang=en#ai-agent-learning-hub)
    - [Release Notes](https://help.b2brocket.ai/additional-guides?hsLang=en#release-notes)
    - [Troubleshooting](https://help.b2brocket.ai/additional-guides?hsLang=en#troubleshooting)

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