Your Company and User Profile
How to manage your user profile, platform language, email and password
By Javier1 author20 articles
Company and Subscription Settings
Set up the tax and operational identity of your business
- Set up your Holded accountDefine your tax ID number, tax address, logo, and general preferences (document language, decimals)
- Your Holded subscriptionDefine what plan you have (Freelance, Company, etc.) and the operating limits
- Manage your accounts in HoldedLearn how to create new companies or switch between them if you manage multiple businesses
- Currencies and exchange ratesDefine your accounting currency and manage exchange rates for international invoicing
Your Profile and Security
Manage your login details and secure your account
User and Permission Management
Build your team and define who can do what
Organization and Information Security
Adjust how your account information is organized and displayed
- How to use tags in HoldedLabel elements such as contacts, products, documents, or transactions, within Holded
- Cloud storageSecure and collaborative file storage from any device
- Restore or delete items from the TrashRecover or permanently undo items sent to the Trash
- Data security in HoldedInformation storage, backups, and data protection
Daily Management and Help Resources
Monitor daily activity, view metrics, and test features
- Notifications in HoldedStay on top of what's happening in your business in real time
- The boardsCustomizable dashboards showing the most relevant data of your business
- The demo account (testing environment)Get familiar with Holded or try it out without affecting your actual business
- Refer Holded and earn cashInvite others to Holded and earn rewards for every paid subscription
- Solving problems: displaying the Holded pageDifficulties accessing the Holded website
- Solving problems: Paying my Holded subscriptionMy card has expired, or I have had to cancel it, and I cannot use it to pay my subscription.
- Pricing and Plans: Frequently Asked QuestionsLearn more about the platform.
- Solving problems: Log in to my accountDifficulties logging back in to the account I created on Holded.