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

Profile holds your business details and the settings for your account.

Update your details

  1. Step 1: Open Profile.
  2. Step 2: Change Business or name, Trade or role, Mobile (a number your clients can call, optional) or ABN.
  3. 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.
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