Maintain your profile and account settings

Your profile contains personal account settings, while organization settings control the workspace itself.

Maintain your profile and account settings

Your profile contains personal account settings, while organization settings control the workspace itself.

Overview

Your profile contains personal account settings, while organization settings control the workspace itself.

Accounts and organizational access

A user is a person’s login; a company, vendor, agency or hub is an organization or location record. These are distinct records, although some organization creation forms can also create an associated account when an email is supplied. Check the resulting users after saving. A company manages its network, while vendor users work within their merchant, hub or agency users within their location, and transporters within their assignments.

Choose the role and its assignment together. A correct role with the wrong vendor or location can show the wrong operational scope. Some roles also require a role type or payment-related settings. Read the fields that appear after choosing the role and do not reuse another person’s account to avoid completing this configuration.

A permission can restrict viewing, creation or a specific transition independently. If access fails, capture the page, attempted action and affected reference, then ask the responsible company administrator to check both assignment and permissions. Signing in again or reopening the page can confirm the new configuration; a public guide or shared link cannot bypass it.

Steps

  1. Open your profile from the account menu.
  2. Update the personal information or password through its corresponding form.
  3. Review two-factor authentication and browser session controls when available in your profile.
  4. Use organization Settings for company or vendor information rather than changing your personal profile.

Good to know

Some sensitive changes require password confirmation. Keep recovery information private and contact support through an authorized account if you cannot access your workspace.

Review your profile information and avatar in account settings.
Review your profile information and avatar in account settings.

Application links require the appropriate account access. The destination is selected for your signed-in role.