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Your profile and account settings let you change your name, email, password, and preferences (for example output or input defaults). Use them to keep your account up to date.
1

Open profile or account settings

From the dashboard, open your profile or account settings (often via your name or an icon in the header). You will see sections for profile details, security, and preferences.

The exact location may be in the top-right menu or sidebar.

Profile or account settings page
2

What you can change

Update your name, email, or password. Set preferences for output format or input defaults so they match how you work.

Edit the fields and save. Preferences apply to new records and letters.

Profile form or preference options

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Next steps

New Records

Start a new record from the dashboard.

Side Menu Bar

Navigate the dashboard using the side menu.