Finance — Manage Your Own Profile

Overview

Keep your own contact details, password, and security settings up to date from the Users section. This is the same place team users are listed — your own record sits in that list as well.

Who This Workflow Is For

The Finance role managing their own profile.

Before You Start

• Have any updated details ready.
• If you are changing your email, you will need access to the new inbox to verify it before logging 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. Locate 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.
6. Select Save.

If you changed your email

7. Open the verification email sent to the new address and verify it before logging in again.

Security / MFA changes (separate)

8. To update MFA methods, open the Security tab — see Set up MFA in your role guide.

Key Business Rules

• Editable fields are confirmed: first name, last name, username, email, phone, role (display), and address; plus a Change password option.
• Email change verification: the new email must be verified before login.
• Role change. Changing your own role is not a Finance action — that sits with the Business Owner.

Related Guides

• Set up MFA (Finance role guide)
• Finance — Role overview
• Managing Users, Roles, and Seats (Feature Write-Up 26)