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  2. Account Management

How to view or edit my Account Settings?

The Settings section is an essential component located on the top right side of the interface, easily recognizable by the ⚙️ icon.

It includes three main categories: General Info, Financial Forecast, and Users ✔️

 

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General Info

The General Info feature within the Settings section enables users to add important details about their company. Here,you can input the name of your company and attach the company logo, which will subsequently appear on your Pitch Deck & Business Plan

 

Financial Forecast

The Financial Forecast functionality in the Settings section allows users to fine-tune their company's plan according to specific dates and periods.

You can select the month and year to set the start date of the forecast and determine the length in years for the forecast period.

By default, the monthly details are set to a one-year duration. Additionally, you have the option to choose the preferred currency, available on the dropdown list.

 

Users

The Users section is particularly valuable for platforms or applications with multiple users. Here, you can easily identify the account owner and add new users to the platform. For adding specific permission, we recommend you check the separate article for this section.

add user