Profile

The Profile & Account Settings page is used to update your identity, payout accounts, security settings, and notification preferences.

Open your profile

1. Select your name or avatar at the bottom of the sidebar.
2. Select Profile.
3. Use the page navigation to open Profile, Payout Account, Account & Security, Notifications, or Danger Zone.

Profile picture and personal details

1. In the profile section, select Upload to add a photo.
2. Complete or update your full name, username, date of birth, place of birth, and mobile number.
3. Select Save Changes.

Your username can be used to sign in. Choose another username if the one you entered is already in use.

Manage payout accounts

A payout account is required when the company reimburses an employee-funded expense.

1. Open Payout Account.
2. Select Add Account.
3. Enter the bank code, bank name, account holder name, and account number.
4. Check the account currency.
5. Enable Primary Account if this should be the default destination.
6. Select Save Changes.

A new or updated account remains pending until it is verified. When editing an account, enter the complete account number again.

Change your password

1. Open Account & Security.
2. Select Change Password.
3. Enter your current password.
4. Enter a new password with at least 8 characters.
5. Confirm the new password.
6. Save your changes.

Manage active sessions

The Active Sessions section lists devices currently signed in to your account.

1. Review the device, sign-in time, and latest activity.
2. Select the logout action for a session you do not recognize or no longer use.
3. Confirm that you want to end the session.

Ending another session does not sign you out from the device you are currently using.

View your account audit log

The Audit Log lists important profile and security changes. Select an entry to view its time, change type, and summary.

Notification preferences

In Notifications, choose the channels you want to use for:

• expense notifications by email or push notification;
• system notifications by email or push notification;
• informational and marketing emails.

Your browser may request permission when you enable push notifications. Allow it only on a device you control.

Delete your account

1. Open Danger Zone.
2. Select Delete Account.
3. Enter your username or email exactly as instructed.
4. Confirm the deletion.

This action deactivates your account and ends your sessions. Reassign any unfinished business responsibilities before continuing.

Next

Continue to Dashboard.