Skip to main content
Profile Set Up
Atharva Joshi avatar
Written by Atharva Joshi
Updated over 2 weeks ago

On the Profile tab of the Settings module, users can view and update the details specific to their account.



Profile Name: Users can modify their profile name and save the update by clicking on 'Update Name.' This change will be reflected across the entire platform.



Role: Users are assigned roles like 'Admin,' 'Manager,' or 'Custom' by an Admin or Manager.

  • An Admin has complete access to all platform features, including billing.

  • A Manager can access all features except billing and customize access for other users.

  • Custom users have limited access to Read and Edit capabilities.


Default Home Page: Users can set the Home page, the module they will land in whenever they are signed in.

When a module to which the user has access is selected from the dropdown, until a change is made, this remains the Home page of the specific user.


Change Password: Users can change their password by entering their current and new password. This will take effect once users click 'Change Password.'​

Did this answer your question?