Your profile, two-step sign-in and sharing
Update your business name, trade, mobile and ABN, turn on two-step sign-in, and control what organisations see.
1 min readLast updated
Applies to: Free: no pack needed · Contractors and providers
Profile holds your business details and the settings for your account.
Update your details
- Step 1: Open Profile.
- Step 2: Change Business or name, Trade or role, Mobile (a number your clients can call, optional) or ABN.
- Step 3: Select Save.
Your email can't be changed here. To use a different address, contact support.
Settings in one place
- Two-step sign-in: optional, and recommended if you share a computer. See Two-step sign-in.
- Notifications: see Choose your notifications.
- Who sees your documents: keep a document from one organisation, on What each client needs. See What each client needs.
- Read assist: tick or untick the box on the upload page; we remember your choice.
- Insurance broker consent: on Documents → Insurance broker.
- Presenters (if you run programs) and Marketplace listing (optional).
- Sign out at the bottom.
Your compliance profile is free, forever. Your documents are only visible to the organisations whose invitation you accepted.