User Settings Page

To access the "user settings page" log in to the software and click on the person icon at the top right of the page. It looks like a head and shoulders with a circle around it. When you click on this icon you then click on "user settings". On this page you can change the display name and phone number associated with your profile. You can edit this information and click the "update" button at the bottom right to save any changes. This display name is the name that will be shown in the software anywhere the software is tracking who was logged in and changed something like an invoice amount or payment amount.