Managing Your Profile
Update your personal and company information and change your password from the Settings page.
Accessing Settings
Your account settings are at Dashboard → Settings. You can also reach it from the user menu in the dashboard sidebar.
Profile information
The following fields can be updated from the Profile section:
| Field | Used for |
|---|---|
| First Name | Dashboard greeting, PDF compliance report header |
| Last Name | PDF compliance report header |
| Company Name | PDF compliance report header |
| Account login, notifications, PDF report header |
To update your profile, edit the fields and click Save Changes.
Why profile completeness matters
Your name and company name appear in the header of every PDF compliance report you generate. Incomplete profile information means reports will have blank attribution fields, which can be a problem for audit documentation. We recommend completing your profile before generating any compliance reports.
Changing your password
The Change Password section is on the same Settings page, below the profile fields:
- Enter your current password
- Enter your new password (must meet the password requirements shown)
- Confirm the new password
- Click Update Password
Password requirements: minimum 8 characters, including at least one uppercase letter, one lowercase letter, one number, and one special character.
You will receive an email notification confirming the password change. If you did not initiate the change, contact support immediately.
Forgot your password?
If you are locked out of your account, use the Forgot Password page to request a reset link. The link will be sent to the email address on your account.