Manage your profile and notifications

Update personal details, follow the password path, and choose available notification preferences.

Update your profile

1. Open Settings > My Settings > Profile. Update the personal values shown for your account and save.

2. Confirm the result. Your saved name is used in places such as activity and mentions. Your sign-in email is tied to your account and may not be editable here.

Choose notification preferences

1. Open My Settings > Notifications. Review the independent email preferences available to you.

2. Choose what to receive. Work assigned to me and Shared work control immediate assignment emails. Failed exports sends an email when your connected accounting system reports an export failure that needs recovery. It is off by default and independent of Shared work. Mentions and Delegations control their own event emails. Agent reports and attention sends an email when an agent produces a report or needs your attention. Daily digest sends one summary of all open Tasks.

3. Wait for the saved confirmation. Each switch saves automatically and shows a confirmation message; there is no Save Changes button. If saving fails, the switch returns to its previous value and an error message asks you to try again. Immediate emails and Daily digest are independent, so you can enable both.

Preferences control email timing only. Work remains in Tasks in every mode, and changing a preference does not remove an existing informational notification from the bell.

The Daily digest preference also shows your company’s send time and timezone. This schedule is read-only here. Your switch controls whether you receive the digest, not when the company sends it.

Announced in Clearer invoice review, validation, and Return to AP.

Change your password

Open My Settings > Change password to set a new Clerked password. You will need your current password to confirm the change.