Account Settings

Account Settings control personal profile details, password updates, sign-in help, and user-level preferences.

Profile details

• First Name: your first name shown to teammates.
• Last Name: your last name shown to teammates.
• Email: your sign-in email and primary account email.

Ask an admin to update organization-level access, role, backup users, commission setup, or permissions from Settings.

Password help

Use the password reset flow if you cannot sign in or need to update a forgotten password.

If you are already signed in and are updating your password, enter the new password and confirmation exactly the same way before saving.

Notification preferences

User-level preferences may include in-app alerts, sounds, workflow alerts, or quote and tracking notifications depending on your organization's setup.

Some notification options appear only when the related module is available to the organization.

Access changes

If an admin changes your role or permissions, sign out and back in before reporting that access is still missing.

For missing pages, buttons, reports, EDI tenders, settlement actions, QuickBooks sync options, or tracking settings, ask an admin to review your permissions and the organization's available modules.