Profile Settings
Personalize your user profile with these steps:
- Navigate to User image icon and name at the top of the screen.
- Access your user profile by clicking on My Profile.
- Modify personal Information, such as First Name, Last Name, profile picture or change password.
- Confirm changes and save your updated profile information.
App Preferences
Admin users possess the capability to customize app settings in alignment with their preferences, and these adjustments will be applicable organization wide.
- Navigate to the settings section by logging in with admin credentials.
- Customize settings such as logo, theme, layout from Business settings based on your preferences.
- Adjustments can be made to various other settings, including Business Settings, System Settings, Company Settings, Payment Settings, Invoice Print Settings, Estimation Print Settings, Email Notification Settings, Zoom Meeting, Slack Settings, and Telegram Settings.
- Confirm and save your different settings separately.
