You have the option to update your personal or business details at your convenience.
Personal information
To update your personal information, navigate to your profile icon in the bottom righthand corner > select 'Settings':
This will direct you to your 'Profile Settings' page. In this section, you can update your:
First and last name
Email
Title
Profile image
Once you've updated your settings, be sure to select 'Save Changes' to have your preferences applied moving forward.
Business information
To update your business information, select 'Company' to review your Company Settings.
In this area, you'll be able to update your:
Company name
Company contact
Public profile settings
Profile URL
Company address
Currency
Timezone
Project numbering preferences
Note: Changing information in this section won't update existing documents such as proposals, contracts or invoices. Only those created in the future will be affected.