/settings/general) is where you configure the foundational details of your account — your profile, display name, timezone, and workspace-wide defaults.
Profile
| Field | Description |
|---|---|
| Full name | Displayed on emails, texts, and the portal |
| Display name | Short name used in AI-generated messages |
| Profile photo | Shown on your portal and in team directories |
| Job title | Appears on your client-facing portal |
| Bio | Short description for your portal About section |
Contact information
Keep your professional contact details accurate — these populate your email signatures, portal contact cards, and automated messages:- Primary phone number
- Email address
- Office address
- Website URL
Regional preferences
| Setting | Options |
|---|---|
| Timezone | Auto-detect or choose from a full timezone list |
| Date format | MM/DD/YYYY · DD/MM/YYYY · YYYY-MM-DD |
| Time format | 12-hour (AM/PM) · 24-hour |
| Currency | USD, CAD, GBP, AUD, and more |
Account security
- Change password — update your login credentials
- Two-factor authentication — enable 2FA via authenticator app or SMS
- Active sessions — view and revoke any active login sessions