# 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.