Account Settings

Account settings let you update your team's name, business profile, and other account-wide preferences.

Accessing account settings

Click your account name in the top navigation and select Settings, or go directly to Settings → Account.

What you can edit

Setting	Notes
Account name	Your team or business name, shown throughout the app
Industry	Your primary business sector
Service description	A brief description of what your team offers
Customer types	The kinds of clients you work with
Typical deal sizes	The size range of projects you typically take on

Note

Only admins can edit account settings. Team members can view the settings page but cannot make changes.

Stripe settings

The Stripe connection status is shown on the account settings page. From here you can connect or reconnect your Stripe account. See Stripe Integration for details.