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User Profile

Personal account for [email protected], role Owner. Tabs: Profile (opened), Security, Integrations, Visits. Opened from the avatar menu.

User profile page

This page is you, not the company. Company name, plan, and wallets stay under Company.

Profile​

The opened tab is your contact card: name, photo, phones, email, and the job title. Saving here updates the employee row your teammates see on documents when you are the responsible manager. You cannot grant yourself a new role from this tab.

Security​

Security (/user/security) is your sign-in.

  • Change your password. The current password is required. Choose a password you do not reuse.
  • Turn on a second factor for your user. When the company requires two-factor authentication for everyone, you cannot finish sign-in until this is set. The company-wide switch is under Configurations → Security.
  • Review recent sign-ins if the page lists them. The full company list is User authentication.

A failed second factor returns you to the sign-in screen. It does not lock the company.

Integrations​

The integrations tab on your profile is a short list of connections that belong to you: Google Calendar, and the mailboxes you are allowed to attach (Outlook, Gmail, or another mailbox). Connecting Google Calendar also requires permission to view visits. Company-wide channels (the shared Telegram bot, fiscal devices, the API) are under Settings → Integrations, not here.

Visits​

The visits tab lists appointments where you are the employee. It is the same data as Visits, filtered to you. Create and edit still follow the appointments permission.