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Account Details (View & Manage)

Updated over a week ago

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, or switching to the new UI, the Account Details section keeps everything within your control.

In this documentation, we’ll guide you through managing your personal information, company branding, login credentials, and interface preferences—all from one place.

Let’s get started 🚀

Navigation

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

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

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

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.

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).

Change 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.

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.

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