Change contact details, phone number and password without losing access to your account.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Open your profile. Check your name, email and phone number.
- Update your phone number. Enter the full number with the country code, starting with +. The number is validated when you save.
- Choose a unique new password. Do not reuse your email or banking password.
- Save and sign in again. Make sure the old password no longer works.
Check the result
The profile shows a consistent phone format, the new password works, and no other user's data appears.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.