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Settings

How to navigate the Settings tab of your Change dashboard

Updated over a week ago

In the Settings tab, you will find sections for updating your company profile, keeping track of your invoices and payment plan, adding additional team members to access the dashboard and setting up email notifications.


Profile

  • In the "Profile" section, you are able to upload your logo and add information about your company.


Invoices

  • The "Invoice" section allows you to track the status of the invoices you have received for both Change fees and donations.

  • For any unpaid invoices, you may click on the specific invoice and go to the external link provided in the drawer to complete payment via Stripe.


Billing

  • In "Billing," you are able to view your payment methods, as well as your current billing plan.


Team

  • You can invite additional users to access the dashboard by clicking on + Add a team member in the "Team" section


Notifications

  • You can set up your email preferences and get notified of compliance tasks in the "Notifications" section.

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