Your Company and User Profile
How to manage your user profile, platform language, email and password
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
Edit your user profileAdd your profile information, set your password, and access your security settings
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
User and Permission Management
Build your team and define who can do what
User managementManage the access and permissions of the users of your account
Organization and Information Security
Adjust how your account information is organized and displayed
The tags or labelsLabel 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