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User Account Settings

Updated over a month ago

Manage your personal information, preferences, and subscription settings from your User Profile.

My Profile

Your My Profile page stores your personal account information. From here, you can:

  • Update contact details

  • Upload a profile photo

  • Reset your password

  • Change your email address

  • Grant temporary login access to Support

My Settings

While organization-wide defaults are controlled by Admins, you can personalize certain preferences in My Settings, such as:

  • Book settings

  • Default division

  • Units & Increments

Billing (Admins Only)

Organization administrators will see a Billing option in the main dropdown menu. This area allows admins to:

  • View the current subscription

  • Manage plan changes

  • Update payment information

For more on navigating billing, take a moment to review the video below:

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