To edit your user profile on Holded, follow these steps:
Go to Menu > 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 PC 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:
Go to Menu > Edit 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:
Go to Menu > Edit 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. Customize the top bar
Holded's navigation bar allows you to find and access all the platform's tools and options. In addition, the bar is customizable, allowing you to change the order in which they are displayed, and keep only the tools and options you need visible.
To customize the top bar, follow these steps:
Go to Menu > Edit Profile.
Under "Customize the top bar", click the button with the same name.
Customize the bar in the following ways:
Add: check the box of the sections and sections you want to add.
Remove: uncheck the box for the sections and sections you want to remove.
Reorder: Drag sections from left to right and vice versa.
5. 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:
Go to Menu > Edit Profile.
Under "Notifications", check or uncheck the "Receive a weekly email with a summary of my account activity" box, depending on your preference.