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How to Edit Your Account Details
How to Edit Your Account Details

Need to change your role or company? Want your name to display differently? You can change this and more in account settings.

Team avatar
Written by Team
Updated over 3 months ago

If you ever need to edit your personal details such as, Name, Company, Industry, or Role you can do all this in your Cloverleaf account settings. Here is how:

1. Sign In to your account and click your avatar (this is either a picture of yourself or your initials) in the top right corner of the page.ย 

2. Once selected, click the option labeled โ€œAccount Settingsโ€ to open your personal account settings page.

3. Under the "GENERAL" tab you will see all the fields listed above. You can change more than one at a time.

On this page, you can update your name, set your role, change your title, and set your Manager.

4. Click "SAVE" and your information will be updated.

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