Holded Academy

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Your Company and User Profile

Your Company and User Profile

How to manage your user profile, platform language, email and password

Personalize your profile

Edit your user profileAdd your profile information, and set up your password, two-step verification, and navigation bar

Create a new company for your accountAccess more than one company from your user account

Set up your Holded account

Set up your Holded accountCustomize general preferences, users, email and tags

The boardsCustomizable dashboards showing the most relevant data of your business

User Management

User managementManage the access and permissions of the users of your account

Your Holded subscriptionPayment plans, subscription and gems

Cloud storageSecure and collaborative file storage from any device

Currencies and exchange ratesKeep track of your accounting in the currency that suits you best

The tags or labelsLabel elements such as contacts, products, documents, or transactions, within Holded

Notifications in HoldedStay on top of what's happening in your business in real time

Restore or delete items from the TrashRecover or permanently undo items sent to the Trash

Access and security of your account

Access method managementChoose to access Holded by password, or by Google, Apple ID or Facebook

Protect your Holded account (2FA)Tips to protect your Holded account

Data security in HoldedInformation storage, backups, and data protection