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Account settings is where you manage your personal details, keep your account secure and choose which emails you receive. It is not in the left sidebar: click your user avatar in the top-right corner, then choose Account Settings. Profile, Security, Notifications and Display appear as tabs within that page. The page also includes a Sharing tab for controlling investor access (see Sharing & access) and a Team tab for inviting colleagues (see Team).

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Profile

The Profile tab holds your personal information. Update your profile photo, edit your Full Name, then click Save Changes (or Cancel to discard). A newly uploaded photo is saved straight away, so it appears across the app immediately. Your Email and Member Since date are shown for reference but cannot be edited. Contact support if you need to update your email. A WhatsApp card at the bottom shows whether your WhatsApp number is linked, and clicking it takes you to the linking flow.

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Security

The Security tab covers your password and two-factor authentication.

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Changing your password

1

Enter your new password

Under Change Password, fill in New Password and Confirm New Password. A strength meter shows how secure your new password is.
2

Update

Click Update Password. If two-factor authentication is switched on, you will be asked for your 6-digit code first: enter it and click Verify & Change Password.

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Two-factor authentication

Two-factor authentication adds an extra layer of security by asking for a code from an authenticator app (such as Google Authenticator or 1Password) each time you sign in.
1

Turn it on

Under Two-Factor Authentication, switch on the Enable 2FA toggle.
2

Scan the QR code

Scan the QR code with your authenticator app, or enter the setup code manually if you cannot scan.
3

Verify

Enter the 6-digit code from your app and click Verify & Enable.
To turn it off, switch the toggle off, enter your current 6-digit code and click Disable 2FA.

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Notifications

The Notifications tab controls which emails you receive when investors interact with your shared profile and data room. Each has its own on/off toggle, and changes save instantly: