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Managing Your Own Account

PlatformUpdated August 2026
Contents4 sections

My Account is the small page about you rather than the business. It matters most on a team, where everybody has their own login and their own name against the work they sign off.

Your details

Go to Account > My Account from the account menu in the top right.

The My Account page with your personal details

Keep your name accurate. It is what appears against actions across the account, and a team page full of half-filled names is no use to anybody trying to work out who did what.

Change your password

Reset Password changes the password on your own sign-in, without involving your owner or anybody else on the team.

The Reset Password page

Tip

Everyone should have their own login rather than sharing one. Shared logins make checklist sign-offs and activity records meaningless, which is exactly when you need them.

Company details live elsewhere

Anything about the business rather than you, like the company name and account-wide preferences, is on Company Info, linked from this page.

What you should see

Your own name and contact details correct, and a password only you know.

Account Level: All

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