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Home / Getting Started / Change Profile Preferences
Getting Started

Change Profile Preferences

Your profile identifies you inside QuanFi VMS (name, email, role in each organization).

What you can usually change

ItemWho can changeNotes
Display nameYou (and sometimes Admin)Shown on activity and team lists
EmailOften fixed after signupChanging email may require support/admin
PasswordYouVia account security / auth provider flow if enabled
RoleOwner / Admin onlyNot self-serve for most users
Organization nameOwner / AdminUnder Settings (org, not personal profile)

Update your name or basic profile

  1. Sign in to QuanFi VMS.
  2. Open Settings (or your account area in the sidebar).
  3. Edit name (or profile fields shown).
  4. Save.
  5. Refresh if the sidebar still shows the old name.

If your deployment stores profile data in Supabase Auth + a profiles table, some fields may only update after a full page refresh.

Change your password

  1. Use Forgot password on the login page if recovery is enabled, or
  2. Follow the security / password link in account settings if present.
  3. Choose a strong, unique password.
  4. Do not share it — each person must have their own seat.

Organization preferences (Owners / Admins)

These are not personal profile settings, but often confused with them:

  1. Go to Settings.
  2. Update organization name.
  3. Manage plan and seats under Billing and Team.

Privacy tips

  • Use your work email.
  • Avoid putting sensitive secrets only in free-text notes when a secure document upload is better.
  • When you leave a company, ask an Owner/Admin to remove your membership instead of sharing your login.

Related

Help Center · Getting Started