This article will help you understand how account settings enable you to edit your profile and notification preferences, add and edit custom fields, import and export data into the system, and more!
All Settings
All Settings is the main settings page, where you can update your firm's credit card on file by selecting Firm Settings and the Billing tab within.
Please note that this action can only be taken by admin users on the account.
If you are an admin user, you can also update invoicing settings by selecting Client Billing & Invoice Settings.
Additional Tips
Some of these examples depend on your user permissions. If you are unable to access a setting, contact an admin user on your account.
While there are a number of ways to add a new user, the easiest way to do so is to go back to the Settings button and select Add Firm User.
Deactivate a firm user by selecting a user's name and the Deactivate button within.
Edit Firm User Permissions by selecting the pencil icon in the permissions column of a user under Firm Users.
You can also update firm contact information by selecting Firm Settings and the pencil icon to update any of the firm's information.
Edit your Notification settings by selecting My Notifications and Individual Notifications. Turn them on or off by selecting the check box.
Change your time zone by selecting My Settings. Choose the Edit Preferences button and select the drop down menu to change the time zone. Then, select Save Preferences.