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Getting Started
Getting started with your profile and customization settings on Valutico
Getting started with your profile and customization settings on Valutico
Updated over a week ago

Accessing your profile and account settings

To get started, follow these steps to access and update your profile information:

  1. Login to Your Account: Log in to your Valutico account using your credentials.

  2. Navigate to Your Profile: Once logged in, click on the profile icon located in the left-hand menu. You will then see your profile menu.

  3. Update Account Information: On the profile page, you'll see different sections that you can update. Under the "Account Information" section, you can modify your first name, last name, and phone number as needed.

  4. Changing Email Address: If you need to change your email address, please reach out to our support team. They will assist you in updating this crucial piece of information.

Providing business information

Company Details:

Click on "Business Information" to enter your company name, business sector, and upload your company logo. This logo will be displayed on your valuation reports, adding a branded touch.

VAT ID and Contact Information:

On this page, you can also input your VAT ID and essential business contact details such as the business phone number and website URL. This information will be used to simplify admin processes such as invoicing.

Customizing valuation settings

Brand Colors:

Under "Theme Settings," you have the option to customize your brand colors. You can choose a primary and a secondary color. These colors will be used in the graphs generated within your valuation reports, maintaining your brand's visual identity.

Default Currency and Valuation Methods:

Adjust your default currency and preferred valuation methods to align with your business practices. This ensures that your reports are accurate and consistent from the outset. However, if you do need to change the currency for a specific valuation, this can be adjusted upon setup of each new valuation created.

Language preferences

Selecting a Language: If English isn't your preferred language, Valutico offers support for a range of languages.

Click on "Language" to switch to one of the other available languages such as English, German, French, Italian, Spanish, or Portuguese.

Finishing up

Customizing your Valutico profile and settings empowers you to generate professional and tailored valuation reports. Whether it's updating personal or business details, incorporating brand colors, or selecting your preferred language, these adjustments contribute to a seamless experience within the platform.

Remember, your Valutico profile is more than just a setup—it's a way to make your valuations consistent, accurate, and visually branded. By following this guide, you'll be well on your way to harnessing the full potential of Valutico for your business valuation needs.

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