Admin — Manage Your Own Profile

Overview

As Admin you can update your own profile from the Users section, where every user in the business — including yourself — is listed. Use this guide to keep your own name, contact details, password, and security settings up to date. To update someone else’s profile or change their role, see Edit a user or change a role.

Who This Workflow Is For

The Admin role managing their own profile.

Before You Start

• Have any updated details ready (new phone, new email, new address).
• If you are changing your email, you will need access to the new inbox to verify the change before you can log in again.
• MFA changes are managed in the Security tab.

Step-by-Step Process

Open your own user record

1. In the left sidebar, select Users.
2. Find your own user record in the user list.
3. Select Edit next to your record.

Update profile fields

4. Update any of the editable fields:
   • First name
   • Last name
   • Username
   • Email
   • Phone
   • Address
5. (Optional) Use the Change password option to set a new password.
6. Select Save.

If you changed your email

7. Open the verification email sent to the new address and verify it. You must verify before you can log in again with the new email.

Security / MFA changes (separate)

8. To update MFA methods, open the Security tab — see Set up MFA and Recover access after MFA device loss.

Key Business Rules

• Editable fields are confirmed: first name, last name, username, email, phone, role, address; plus a Change password option.
• Email change verification: the new email must be verified before login.
• Admin guardrails apply. You cannot promote yourself to Business Owner, you cannot delete the Business Owner, and you cannot change your own role (see Admin role guardrails).

Related Guides

• Admin role guardrails
• Set up MFA (Admin role guide)
• Recover access after MFA device loss (Admin role guide)
• Edit a user or change a role (Admin role guide)
• Managing Users, Roles, and Seats (Feature Write-Up 26)