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Configurating Personal and Business Profiles

Learn how to configure profiles in the system to keep your personal and business information updated.

Updated over 3 months ago

Maintaining up-to-date personal and business profile information is essential for making the most of our tools. Follow these simple steps to set it up:


Step 1 - Select the Profile Icon 👤

Click on the profile icon located in the upper-right corner of the screen.

Step 2 - Select "Profile"

In the dropdown menu that appears, click on the "Profile" option to access the settings.

You will have two options: Personal Profile Information and Business Information.

  • Personal Information includes your full name, email address, and the option to modify your password and profile photo.

Step 3 - Configure Business Information

Select the "Business Information" 🏢 section.
Within your profile, look for and click on the "Business Information" section to start editing your company details.

Here, you can set up your business profile, completing and adjusting the details as per your specifications.

Step 4 - Save Changes

Once you've completed or edited the information, don't forget to click on the "Save Changes" button to confirm the modifications.

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