Account Settings

Written by Lauren Bock
June 3, 2026

Account Settings allows you to manage your user profile and account preferences within the platform.

Where to Find It

Access Account Settings by clicking the option at the bottom of the left navigation menu, or by selecting it from your avatar menu in the upper-right corner.

Tab Breakdown

1. Profile

• Account Name: Displays the user name associated with your login.
• Email Address: Displays your registered email address.
• Reset Password: Allows you to send a password reset link directly to your email.

2. Preferences

If available for your account, this tab controls how data appears across the platform, including:

• Date display formats.
• Number and decimal display formats.
• Aggregate currency display settings.

3. Right to be Forgotten

Provides options related to data privacy and erasure requests under applicable regulations. Follow the on-screen instructions or contact support for further assistance.

Permissions and Access

• Individual Access: Any user with login credentials can view their profile and update their own password.
• Account-Level Changes: Global account changes may require an administrator or your Account Manager.
• Read-Only Users: Read-only users can access this page to manage their personal settings, but cannot modify platform offer or invoice permissions here.

Quick Tips

• Verify Your Email: Double-check that your email address is correct to ensure you receive password resets, report downloads, and automated notifications.
• Align Formats Before Exporting: Configure your preferred date and number formats here before exporting CSV files to ensure they align with your finance team’s tools.