Profile & Organization

Update your personal details and organization branding.

Steps

1. Go to Settings > Profile tab.
2. Edit any of the following fields:
   • Display name
   • Email
   • Phone
   • Timezone
3. Upload a Square logo (used for icons and favicons).
4. Upload a Wide logo (used for headers and documents).
5. Click Save.

Your updated details and logos appear across the platform, including client-facing documents and the client portal.