Accessing your Account Settings

Keeping your Dashboard profile and account settings up to date helps ensure smooth access and accurate representation of your organization. This guide walks you through how to manage your Dashboard Account Settings in the client view.

Step 1: Access Account Settings

From your Dashboard, look to the left-hand side, just below your profile photo.

• Click on Account Settings to open your profile controls.

Step 2: Update Profile Information

Profile Tab

In the Profile tab, you can edit the following:

• Profile Picture – Upload or change your profile image.
• First Name
• Last Name
• Organization Name

These details help identify your account within your team and across any shared projects.

Step 3: Manage Password

Security Tab

In the Security tab, you can update your account password:

• Enter your current password
• Create a new password
• Confirm the new password

This is useful for routine security maintenance or if you need to reset access.

Step 4: Manage Your Subscription

Plans Tab

The Plans tab allows you to:

• View your current subscription tier
• Upgrade, downgrade, or cancel your subscription
• Update your billing information if needed

That’s It!

Click Submit or Save Changes (as applicable) after editing any section.

You can revisit your Dashboard Account Settings at any time using the same menu on the left-hand side of your Dashboard.