Setting Up Your Account

If you prefer to follow an entire process, you may view this article:

Updating Your Account Details

This is where you can change your login email and password.

1. Navigate to My Account by clicking your profile icon.

2. Here you can update your login email, password, phone number, and activate/deactivate your 2-Factor Authentication.

Personalizing Your Profile

This is your profile and how your clients and contributors will see you

1. Navigate to My Profile by clicking your profile icon.

2. Customize your name, profile picture, timezone, and more.

Setting Up Your Workspace

1. Go to Settings > Workspace Details.

2. Change your business name, logo, metadata, and business details (like business hours and more).

Setting Up Localization

1. Go to Settings > Localization

2. Set default workspace localization such as the workspace language, date format, and currency. This will apply to the entire workspace.

3. Set default personal localization. This will only apply to your profile.