Skip to content
FinanlySupport

Manage account and company settings

5 min readAdministrators

Use Account Settings to update your user profile, current workspace or company display name and logo, password, and DBA information where your role allows it. You can also switch between available companies from the sidebar, while company creation and durable bank-account workflows are covered in the related companies-and-modes and bank-account guides.

Before you start

  • You need to be signed in to open Account Settings and make profile changes.
  • To change the current workspace or company display name and logo, you need owner or administrator access in the current workspace.
  • To manage DBA settings, you need owner or administrator access, and the DBA section must be available in your workspace.
  • Some sections appear only when your workspace mode or enabled features allow them, so you may not see every section listed in the sidebar.
  • If your workspace has multiple companies, you can switch the active company from the sidebar; company creation belongs in the related companies-and-modes guide.
  • Durable pending or in-progress bank account changes are not handled here; use the related bank-account refresh and setup guides.

Open Account Settings

Open Account Settings from the header account menu. If your workspace shows Account Settings in the sidebar, you can open it there as well. Use the left-side settings navigation to move between the sections that are available to you.

  1. Open the header account menu and choose Account Settings.Account Settings
  2. Or open the sidebar and choose Account Settings if that item is available in your workspace.Account Settings
  3. Use the left-side settings navigation to switch between available sections.

Update your profile

In the User Profile section, you can change your full name and profile avatar for your signed-in account. The page also shows a disabled Email Address field so you can confirm the account you are editing.

  1. Open the User Profile section.
  2. Select Edit.Edit
  3. Change the Full Name if needed.Full Name
  4. To add or replace an avatar, choose an image file from your device.
  5. Select Save Changes.Save Changes

Update your company or workspace profile

The Company Profile or Personal Workspace section shows the display name and logo for your current workspace. In personal mode, the same section is labeled for your personal profile.

  1. Open the Company Profile or Personal Workspace section.
  2. Select Edit.Edit
  3. Change the Company Name or Profile Name as shown on screen.Profile NameCompany Name
  4. To update the logo or avatar, choose an image file from your device.
  5. Select Save Changes.Save Changes

Change your password

The Password section lets you change the password for your signed-in account.

  1. Open the Password section.Password
  2. Select Change Password.Change PasswordPassword
  3. Enter your Current Password.Current PasswordPassword
  4. Enter a New Password and Confirm Password.New PasswordConfirm PasswordPassword
  5. Select Save Password.Save Password

Manage company trading names

The DBA Management section lets company owners or administrators manage trading names when the section is available in the workspace. Editing is only available when your current workspace and feature access allow it.

  1. Open the DBA Management section.
  2. If your workspace allows it, select Add trading name or choose Edit on an existing row.Add trading nameEdit
  3. Enter or update the Trading name.Trading name
  4. Choose a Cost center or leave it set to Company default.Cost center
  5. Add Payment information if needed.Payment information
  6. Mark the row as Default trading name or Active if appropriate.Default trading name
  7. Select Save trading name.Save trading name

Switch companies or workspaces

Use the company switcher in the sidebar to change the active workspace or company. After a successful switch, the app opens in the selected workspace context.

  1. Open the company selector in the sidebar.
  2. Choose the company or workspace you want to open.
  3. Wait for the app to load into the selected context.

Billing and other settings sections

The settings sidebar can also show Billing, SMTP, Cost Centers, and Import Books sections when your workspace mode and enabled features allow them. Some of these sections are visible but blocked, or they may direct you to a related workspace page instead.

  • Use Refresh to reload billing details when the Billing section is available.
  • Use Open Customer Portal to manage payment methods and invoices when billing access is available.
  • In business mode, Manage cost centers opens the accounting cost-centers page instead of editing them here.
  • If a section is blocked or missing, your workspace mode, role, or enabled features do not allow that action from Account Settings.

Updated

Related guides

Get started with Finanly

Get started with Finanly by signing in, then use your active workspace and available navigation to review data that matches your access. Some settings and ledger views depend on your workspace mode, role, and enabled features, and review workflows may require you to confirm changes before they are finalized.

4 min readAll workspacesChoose the right company or personal workspace

Choose the workspace that matches the work you need to do: a personal workspace for personal finance pages, or a company workspace for business and accounting pages. The active workspace controls which data, navigation items, and settings you can see, and switching workspaces reloads the app into the selected context.

3 min readAll workspacesSign in and reset your password

Use the Sign in page to access your workspace, or use Forgot password to request a reset email. If the reset link is missing, expired, or already used, request a new one and then set a new password from the reset page.

4 min readAll workspaces
We can help

Still need a hand?

Tell us which workspace and page you were using, what you expected, and what happened. Include the time and any request reference shown on screen.

Keep passwords, access tokens and private bank details out of your message. Review screenshots before sharing them.

Contact supportSend a request to our team.A simple form, with a reference for follow-up.Check system statusSee current service availability and monitoring history.Individual connection health is shown in your workspace.