Manage your account and preferences
Personal account settings are different from business settings. Changing your own preferences does not transfer business ownership.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open account settings and review your profile and available sign-in methods.
- Use the language, regional and theme controls offered for the surface you are using.
- Confirm sensitive changes through the verification shown on screen. Keep a working sign-in method available.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.