Updating account details

Maintaining an up-to-date profile on Spendbase is important not only for personalization but also for ensuring that your team communications and documentations reflect accurate information.

Accessing Account Settings

To begin updating your profile details:

  1. Log in to your Spendbase account.
  2. Navigate to the account settings -> personal details
    Account settings

Changing Your Name

If you need to update your name (be it due to a legal name change, a typo in the initial setup, or a preference for another name), Spendbase makes it easy:

  1. Select Prsonal Details section within your account settings.
  2. Enter your updated first and last name in the appropriate fields.
  3. Save the changes. Your updated name will now be displayed across the Spendbase platform.

Updating Your Profile Photo

Adding or changing your profile photo helps personalize your account and makes it easier for colleagues to recognize you, especially in larger organizations:

  1. Within the same 'Profile' section, locate the current profile photo.
  2. Click on the photo to update it. You can usually choose to upload a new photo or remove the existing one.
  3. Upload a new photo from your device. It’s best to choose a clear, professional image that helps team members easily identify you.
  4. Save the changes to ensure your new photo is set.