Update your personal profile and preferences

Update your personal profile and preferences

Audience: Owner, Office admin, Crew lead
Plan: All
Platform: All
Time to complete: ~5 minutes

Overview

Update your name, contact info, and UI preferences from My Account settings.

Steps

  1. Open Settings and select My Account (or Profile on mobile).
  2. Edit Name, phone, and other profile fields.
  3. Adjust Preferences (theme, defaults) if shown.
  4. Click Save.

Verify it worked

Your name appears correctly in the header and on assigned jobs.

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Still need help?

Use Submit a request on the customer portal to open a support ticket, or email [email protected].