Profile and Help & Support

Available after login for every user. These are separate from permissions on orders, items, reports, and other day-to-day menus.

Recommended setup order

1. Overview - you are here.
2. My Profile - update personal details, password, and 2FA settings.
3. Help & Support - check support contacts, subscription, and policy links.

My profile

How to open: Click your photo or name in the top-right - not from the main sidebar list.

On Profile you can update your photo, personal details, password, and 2FA, and view read-only account IDs.

Full guide: My profile.

Help & support

Menu: Sidebar → Help & Support (bottom of the menu, always visible)

Contact support, view your subscription summary, social media links, support hours, and privacy policy.

Full guide: Help & support.

Tips

• Update phone on Profile for 2FA and contact.
• Login problems → Signing in and Forgot password.
• Billing or plan questions → Help & support, not Profile.