Account Settings
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      Instructions for Managing Your Account Settings

      Here is a detailed guide to help you navigate and update your account settings:

      Screenshot 2024-07-15 at 10.17.05

      Accessing Account Settings

      1. Locate Your Account:

        • Go to the top right corner of your screen where you will see your account icon.
        • If you haven't uploaded a picture, this icon will display the first letter of your name.
        • Click on this icon to reveal a dropdown menu.

      2. Open Account Settings:

        • From the dropdown menu, select "Settings" or "Account Settings".
        • This action will open a new screen with several tabs on the left side.

      Profile Tab

      1. Profile Picture:

        • At the top of the profile tab, you can upload or update your profile picture by choosing a file from your device.

      2. Personal Information:

        • Fill in or update your first name, last name, and full legal name (as written in your passport or ID card).
        • This information is crucial for generating contracts on our platform.

      3. Address and Contact Information:

        • Enter your street address, postal code, city, country, date of birth, birthplace city, and birthplace country.
        • This data is used for personal identification in contracts.
        • Optionally, provide your phone number and bank account number.
          • For bank account verification, you may be required to transfer a small amount to confirm your identity.

      4. Signature:

        • You can add your signature, which will be used in contracts when you click "Okay, sign this contract".

      Email and Password Tab

      1. Changing Password:

        • Enter your current password, then type your new password twice to confirm and update it.
        • If you have forgotten your password, log out and click "Password forgotten" to receive a reset email.

      2. Changing Email:

        • Enter your current email and the new email address.
        • For security, you will need to provide your current password to update the email.
        • A confirmation email will be sent to both your old and new email addresses.
          • If you did not authorize the change, you can block it through the email notification.

      3. Email Verification:

        • If you haven’t verified your email, click on "Verify email" to receive a verification link.

      4. Two-Factor Authentication (2FA):

        • Set up 2FA by downloading an authentication app like Google Authenticator.
        • Follow the instructions to scan the QR code and link your account.
        • For future logins, you will need to provide a six-digit code from your 2FA app after entering your email and password.

      Entities Tab

      1. Managing Entities:
        • This section is for users who have additional companies or private holdings participating on the platform.
        • You can view and manage these entities here.
        • To add a new entity, click "Add new entity", select the country of registration, enter the chamber of commerce number, and add it to the system.

      Notifications Tab

      1. Managing Notifications:
        • Toggle notifications on or off based on your preferences.
        • Notifications can include transaction alerts, company invitations, dividend receipts, etc.
        • Adjust notifications to avoid overload, especially if you manage multiple accounts or have many employees.

      By following these instructions, you can efficiently manage your account settings, ensuring your personal information is up-to-date and secure.

       

      🎥 Video instruction:

      You can also watch the instructions via the video below:

      Account settings