more tweaks
This commit is contained in:
10
content/docs/coreplatform/account/_index.md
Normal file
10
content/docs/coreplatform/account/_index.md
Normal file
@@ -0,0 +1,10 @@
|
||||
---
|
||||
weight: 188
|
||||
title: "Account"
|
||||
description: "Manage your account settings and user profile information."
|
||||
icon: "article"
|
||||
date: "2025-05-27T00:00:00-00:00"
|
||||
lastmod: "2025-05-27T00:00:00-00:00"
|
||||
draft: false
|
||||
toc: true
|
||||
---
|
||||
23
content/docs/coreplatform/account/account-settings.md
Normal file
23
content/docs/coreplatform/account/account-settings.md
Normal file
@@ -0,0 +1,23 @@
|
||||
---
|
||||
weight: 189
|
||||
title: "Account Settings"
|
||||
description: "Change your company name and point of contact."
|
||||
icon: "article"
|
||||
date: "2025-05-27T00:00:00-00:00"
|
||||
lastmod: "2025-05-27T00:00:00-00:00"
|
||||
draft: false
|
||||
toc: true
|
||||
---
|
||||
|
||||
Account settings control organization-level information that applies to your entire account. Only **Owners** and **Admins** can edit account settings.
|
||||
|
||||
## What You Can Change
|
||||
|
||||
- **Company Name** — The name of your organization as it appears on invoices and throughout the platform.
|
||||
- **Point of Contact** — The primary contact user for the account. This is used for important account communications, billing notifications, and support interactions. By default, the Owner is the point of contact, but it can be changed to any active user on the account.
|
||||
|
||||
## Accessing Account Settings
|
||||
|
||||
Navigate to **Account** in the dashboard sidebar, then select **Settings**. Make your changes and save.
|
||||
|
||||
> **Note:** Billing address changes are handled separately. Contact support if you need to update the billing address on your account.
|
||||
31
content/docs/coreplatform/account/user-profile.md
Normal file
31
content/docs/coreplatform/account/user-profile.md
Normal file
@@ -0,0 +1,31 @@
|
||||
---
|
||||
weight: 190
|
||||
title: "Changing User Information"
|
||||
description: "How to update your own profile or another user's profile."
|
||||
icon: "article"
|
||||
date: "2025-05-27T00:00:00-00:00"
|
||||
lastmod: "2025-05-27T00:00:00-00:00"
|
||||
draft: false
|
||||
toc: true
|
||||
---
|
||||
|
||||
Each user can update their own profile information. Admins and Owners can also update the profile information of other users on the account.
|
||||
|
||||
## What You Can Change
|
||||
|
||||
- **First and last name**
|
||||
- **Email address** — must be unique across all Federated Enterprise users
|
||||
|
||||
## Updating Your Own Profile
|
||||
|
||||
Click your name or avatar in the top navigation to access your profile settings, then update your information and save.
|
||||
|
||||
## Updating Another User's Profile (Admin / Owner)
|
||||
|
||||
1. Go to **Team** in the dashboard.
|
||||
2. Click on the user whose profile you want to edit.
|
||||
3. Update their name or email and save.
|
||||
|
||||
## Changing Your Password
|
||||
|
||||
You can change your password from your profile settings. You'll need to enter your current password to confirm the change. If you've forgotten your password, use the **Forgot Password** link on the login page to receive a reset link by email.
|
||||
Reference in New Issue
Block a user