Your Profile, Password & Preferences

Every user can manage their own account from the first two tabs of Settings: Profile (your name, sign-in email, and display preferences) and Password Change. These are per-user settings — they only affect you, not your teammates. For company-wide settings, see Company Settings.

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Before you start

• Open Settings from the left sidebar or the gear icon in the top-right corner. The page opens on the Profile tab.
• To change your password you’ll need your current password. If you’ve forgotten it, sign out and use “Forgot your password?” on the login page instead.

Update your profile (name and email)

1. On the Profile tab, edit First Name, Last Name, and Email. First and last name are required; the email must be a valid email address.
2. Click Update Profile.

What happens next

• If you changed only your name, you stay in Settings with a “Success: Profile updated.” banner.
• If you changed your email, you are signed out automatically with the message “Profile updated. Please sign in again to refresh your session.” Sign back in with the new email address — it’s now your username.
• If the new email is invalid or already registered to another user, a red error banner explains it and nothing is changed.

Change your password

1. Click the Password Change tab.
2. Enter your Current password, then your New password twice (New password and Confirm new password).
3. Click Update password.

What happens next

You’ll see “Your password has been updated.” and your new password takes effect immediately. For security, any signed-in sessions on the crew mobile app are signed out when you change your password — sign in again on your phone with the new password.

Display preferences

Workflow guides

On the Profile tab, the Preferences card has a Show Workflow Guides switch. Workflow guides are the step-by-step help cards shown at the top of pages (including the Dashboard). The switch saves instantly — no Save button needed:

• On (default) — guides appear on each page.
• Off — guides are hidden product-wide for your account.

Grid layout memory

List pages (such as the Customers list) automatically remember your grid layout — column arrangement, sorting, and filters — while you work. This happens on the list pages themselves; there is nothing to configure in Settings.

Tips & best practices

• Keep workflow guides on while you’re learning the product; turn them off once the reminders become noise. You can flip the switch back any time.
• Changing your email signs you out on purpose — it’s how the app makes sure everything reflects the new address. Plan for the 30-second re-login.
• Use a password manager. Your email is your username everywhere, including the mobile app.

Troubleshooting

• “The passwords do not match.” — New password and Confirm new password must be identical; retype them.
• “The current password is incorrect.” — the old password you entered doesn’t match. If you can’t remember it, sign out and use “Forgot your password?” on the login page.
• “Please enter a valid email address.” / “That email address is already registered.” — pick a properly formatted, unused email. Your profile is unchanged until the email is accepted.
• “First name and last name are required.” — both name fields must be filled in before saving.
• My phone’s crew app asked me to sign in again after a password change — that’s expected; mobile sessions are revoked for security. Sign in with the new password.
• I turned guides off but still see one — refresh the page; the preference applies on the next page load.

Related articles

• Company Settings — company-wide settings (time zone, invoice header)
• Managing Users — how admins add and edit other users
• Getting Started — first-time setup path
• Dashboard Overview — where the workflow guide appears most prominently