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Account Settings

Overview of your account's settings

Marsha Galicia avatar
Written by Marsha Galicia
Updated this week

A quick navigation and overview of what you can do on your Account Settings.

From your CONNECT Portal, go to the settings menu (gear icon) on the lower left.

On the Account Settings page, you can edit or change the following settings -

  1. Click on Edit Details, update your company information, then click Update.

  2. Toggle the ON/OFF button to set all users to the timezone listed above.

    E.g. (UTC+10:00) Canberra, Melbourne, Sydney

  3. Update or change your company logo

    Click the pencil icon and upload your preferred photo.

  4. Add your Practice Ledger (for Capacity Management)

    Click the dropdown and select the ledger for your practice.

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