Manage your profile
Your profile shows the account details and company access that apply to you.
Open your profile
- Select Settings in the main navigation.
- Under MY SETTINGS, select Profile.
Review your account details
The Personal information section shows your Name and Email. The Access section shows your Company role and Approval groups. Admins manage the values in both sections.
Notification preferences are on the separate Notifications page under MY SETTINGS. Password changes are on Change password.
Choose a default company
The Sign-in preferences section appears only when your account has access to more than one company.
- Under Sign-in preferences, select Default company.
- Choose the company you want Clerked to load after sign-in.
- Select Save in the card footer.
What you should see
Clerked confirms that the default company was updated. The choice takes effect the next time you sign in.
If something goes wrong
- If Sign-in preferences is missing, your account does not currently have multi-company access.
- If your name, email, role, or approval groups are wrong, ask an administrator to update the account or company assignment.
- If the default company fails to save, leave the current selection unchanged and try again after the page refreshes.