To edit your user profile on Holded, follow these steps:
Click on your username at the bottom left and go to “My profile”.
Edit the information you want:
Click "Save".
1. Profile information
Fill in or modify the basic fields of your profile:
Photo: apload or replace your profile photo by selecting one from your device and clicking "Open."
First and Last Name: add first and last name to your profile.
Phone: add your phone number.
Language: it is the language or language that you will use as a user in the Holded interface. To configure or change it, follow these steps:
Click on your username at the bottom left and go to “My profile”.
Click on the "Language" drop-down menu, choose your language, and click "Save".
Now the Holded platform will appear in the chosen language.
☝🏼The language of the user profile should not be confused with the language of your documents, configured from Menu > Settings > Account > Preferences > Preferences > Language. That is, you can configure your profile to browse Holded in Spanish, for example, and configure your account preferences so that your documentation is created in a different language.
2. Password
Modify the password with which you currently access your Holded account by following these steps:
Click on your username at the bottom left and go to “My profile”.
Click "Change Password".
Enter your current password and the new one in the respective fields.
Click on "Change".
You will be redirected to the login screen where you can log in with the new password.
3. Two-Step Verification
By activating two-factor authentication (2FA), your account will be more secure. In addition to the password, you will need a secret code sent to your email or mobile phone to access.
Learn more about two-step verification.
4. Weekly activity summary
Holded has the "Activity Summary" option, an email that provides a summary of the most relevant financial and operational activity of your account on the platform, during a specific period of time (usually the last week).
It includes details such as transactions, payments, billing, inventory and other important aspects to help you stay informed and make informed decisions about your business, without needing to access Holded.
To turn this notification on or off, simply:
Click on your user at the bottom left and go to “My profile”.
Under “Notifications”, check or uncheck the box “I want to receive the activity summary email”.
Use the drop-down menus to choose the day and time slot, and check the boxes indicating the companies in your profile from which you would like to receive the summary.
Click on “Save” in the upper right corner.