Help Center / Account Settings

Manage profile and business settings

Keep the information behind your workspace accurate and ready for client-facing use.

Keep profile details current

Your settings affect more than just account info. They influence how you appear in shared views, invoices, and support interactions.

Maintain a clear business identity

• Business name and role
• Billing details and contact email
• Preferred public-facing profile details

Review working preferences

Notification behavior, display details, and linked workflow settings should reflect how you actually work day to day.

Why this matters

Small inconsistencies in settings create larger inconsistencies in client-facing output. Keeping this area clean saves time later.