Describes the My Account section of the Member Portal — where you manage your own profile and your organization's company details.
Overview
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Entry point: Main menu → My Account (only shown if your organization has the Account feature enabled).
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Single page with two sections: Personal Information and Account Details.
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Billing/Invoices used to appear on this page too, but have since moved to their own Billing menu section (Admin-only) — see billing-functional.md.
1. Personal Information
Your own profile — editable by everyone (Admin and regular Users alike):
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Profile Image (optional)
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First Name* (required)
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Last Name* (required)
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Email* (required, must be a valid email)
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Phone Number (optional)
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Primary Location — shown for reference, not editable here
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Account Role — shown for reference, not editable here (roles are managed from Team → Members by an Admin)
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Seat / Room # (optional)
Click Save Changes once you've made an edit.
2. Account Details
Your organization's company profile:
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Legal Company Name* (required)
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Brand Name (optional — a shortened name if your legal name is too long)
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Primary Contact* (required — pick from your organization's team)
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Company Website (optional — enter just the domain, "https://" is added automatically)
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LinkedIn (optional — same domain-only format)
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Facebook (optional — same domain-only format)
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Account Profile Image (optional — your organization's logo/photo shown on the account)
Click Save Changes once you've made an edit.
Admin-only editing: only Admin-role members can actually change these fields — regular Users see this section in read-only mode (fields are visible but disabled).
General Notes
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Personal Information is always about you individually; Account Details is about your whole organization.
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Regular Users can update their own Personal Information freely, but can only view (not edit) Account Details — that's reserved for Admins.
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For your organization's billing address, payment method, and invoices, see the separate Billing section (Admin-only).