Your profile holds the details Financeable puts on the documents you send.
Check it once, straight after you accept your invite.
Select your name, top right → Settings.
Select User Details.
Check your first name, last name and email. These carry across from your invite.
Add your Mobile Number.
Add your Credit Representative Number if you hold one.
Add your AFCA Number if you hold one.
Select Save.
Your details appear on every document Financeable generates from that point.
The credit representative and AFCA numbers are optional. Your organisation's ACL details fill in on their own from the organisation record - you don't enter them here. See Create an organisation if those details need changing.
Your email address is the one your invite was sent to and can't be changed here. Contact Support if it's wrong - Get help and support. To change your password, see Reset your password.
Note - This is your own account, not your access. What you can see and do is set separately - see Set user permissions.
