Account Information

Learn how to view and update your personal account information, profile settings, and notification preferences in Digit Tally.

Accessing Account Settings

1. Click Profile Menu (top right corner)
2. Select Account Information
3. Account settings page opens

[SCREENSHOT: Profile menu with Account Information option]

Profile Information

Personal Details

Field	Description	Editable
Full Name	Your first and last name	Yes
Email Address	Your login email	Limited*
Phone Number	Contact phone number	Yes
Profile Picture	Your photo/avatar	Yes
Job Title	Your role/position	Yes
Department	Your department	Yes

*Email changes require verification

[SCREENSHOT: Profile information section]

Updating Profile

1. Click Edit Profile
2. Modify fields as needed
3. Click Save Changes
4. Confirmation message appears

Profile Picture

Uploading Photo:

1. Click profile picture or Upload Photo
2. Select image file (JPG, PNG)
3. Crop if needed
4. Save

Requirements:

• Max size: 2MB
• Formats: JPG, PNG
• Recommended: Square (500x500px)

[SCREENSHOT: Profile picture upload]

Email Preferences

Changing Email Address

1. Click Change Email
2. Enter new email address
3. Verify current password
4. Verification email sent to new address
5. Click verification link
6. Email updated

[SCREENSHOT: Change email dialog]

Notification Preferences

Configure which notifications you receive.

Email Notifications

Notification Type	Description	Default
Invoice Activity	When invoices are paid	On
Payment Reminders	Overdue invoices	On
New Customers	When team adds customers	Off
Reports Ready	Scheduled reports	On
System Updates	Platform changes	On
Marketing	Product news & tips	On

[SCREENSHOT: Email notification settings]

In-App Notifications

Notification Type	Description	Default
Transaction Updates	Invoices, payments	On
Team Activity	Team member actions	On
Reminders	Tasks and follow-ups	On
System Alerts	Important system messages	On

SMS Notifications (Optional)

If enabled:

• Payment confirmations
• Security alerts
• Critical reminders

Note: SMS charges may apply

[SCREENSHOT: Notification preferences]

Language & Region

Language Settings

Available Languages:

• English (default)
• Additional languages (coming soon)

Regional Settings

Setting	Description	Default
Time Zone	Your time zone	Africa/Lagos (WAT)
Date Format	DD/MM/YYYY or MM/DD/YYYY	DD/MM/YYYY
Currency	Display currency	NGN (NGN )
Number Format	1,000.00 or 1.000,00	1,000.00

[SCREENSHOT: Language and region settings]

Session Management

Active Sessions

View devices/browsers where you're logged in:

• Device type and browser
• Location (city/country)
• IP address
• Last active time

Managing Sessions:

• Sign Out Specific Device - Ends that session
• Sign Out All Other Devices - Keeps only current session
• View Session History - Past logins

[SCREENSHOT: Active sessions list]

Login History

View your login activity:

• Date and time
• Location
• Device/browser
• Success/failed attempts

Security Review:

• Check for unfamiliar logins
• Verify locations are correct
• Monitor failed attempts

[SCREENSHOT: Login history]

Account Deletion

Request Account Deletion

Before Deleting:

• Export all data
• Download invoices and reports
• Inform team members
• Cancel any subscriptions

Deletion Process:

1. Scroll to Danger Zone
2. Click Request Account Deletion
3. Enter password
4. Type "DELETE" to confirm
5. Receive confirmation email
6. Account deleted after 30-day grace period

Permanent Action

Account deletion is permanent after 30 days. All data will be lost. Contact support within 30 days to cancel deletion request.

[SCREENSHOT: Account deletion warning]

What's Next?

• Organisation Information - Update business details
• Security Settings - Password and 2FA
• Connected Accounts - Manage bank accounts