My Profile

Keeping your profile information up-to-date ensures you receive important notifications and can access your account securely.

Profile Information Overview

Your profile page displays this information:

• Name: your first and last name with an edit icon (✏).
• Email address: your email with verification status and edit icon.
• Mobile number: your phone number with verification status and edit icon.
• Preferences: your time zone setting.
• Change password: button to update your password.

Your email and mobile number show either a green "Verified" badge or an orange "Not verified" badge. Verified contact information is important for account security and receiving notifications.

Time Zone Preferences

Your time zone setting affects these items:

• How transaction times are displayed in reports.
• When scheduled payments are processed.
• Timestamps on notifications and emails.
• Date and time displays throughout the platform.

Make sure to select the time zone where your business operates for accurate reporting.

Email and Mobile Verification

When you update your email address or mobile number, you must complete the verification process for the change to take effect.

If you do not receive the verification code, try these steps:

• For email: check your spam or junk folder and verify the address was entered correctly.
• For mobile: verify your phone number was entered correctly with country code and that your phone can receive SMS messages.
• Use the resend code option if available.

If you do not complete verification, your contact information shows as "Not verified" and the change is not finalized.

Access Profile Settings from the Settings Dashboard

To access your personal profile settings from the Settings dashboard:

1. Click Settings in the left navigation menu.
2. Click the My profile card in the Personal section.

Access Your Profile from the User Menu

To access your personal profile directly from the user menu, click your profile name and avatar in the top-right corner (or bottom-left corner).

Result: Your profile page opens directly.

Edit Your Profile Name

To update your first and last name in your profile:

1. Navigate to your profile page using one of these two methods:
   • Click your profile name and avatar. Your profile page opens.
   • Click Settings > My profile in the Personal section. Your profile page opens.
2. Click the edit icon next to your name.
3. Enter your First name in the first field.
4. Enter your Last name in the second field.
5. Click Save. A confirmation message opens.

Update Your Email Address

To change your profile's email address and verify the new address:

1. Navigate to your profile page.
2. Click the edit icon next to your email address. The Update email address dialog opens.
3. Enter your email address in the New email address field.
4. Re-enter the email in the Confirm new email address field.
5. Enter your current password for verification.
6. Click Save. A verification code is sent to your new email address.
7. Check your email inbox for the verification code.
8. Enter the verification code in the prompt.
9. Click Verify code.

Result: Your email is updated and marked as Verified.

Update Your Mobile Number

To change your mobile phone number and verify the new number:

1. Navigate to your profile page.
2. Click the edit icon next to your phone number. The Update mobile number dialog appears.
3. Enter your mobile number in the New mobile number field.
4. Re-enter the number in the Confirm new mobile number field.
5. Enter your current password for verification.
6. Click Next. A verification code is sent through SMS to your new mobile number.
7. Enter the eight-digit verification code in the prompt.
8. Click Submit. Your mobile number is updated and its status changed to Verified.

Set Your Time Zone Preference

To configure your time zone to ensure that your accurate date and time show throughout the platform:

1. Navigate to your profile page.
2. Scroll down to the Preferences section.
3. Click the Time zone drop-down menu.
4. Choose your time zone from the list.
5. Click Save. A confirmation message opens.

Change Your Password

To update your account's password:

1. Navigate to your profile page.
2. Click Change password. The Change password dialog opens.
3. Enter your password in the Current password field.
4. Enter your new password in the New password field.
5. Re-enter your new password in the Confirm new password field.
6. Click Save. A confirmation message opens.