Updating Your Profile
Your profile information appears in emails sent to clients, in proposal signatures, and on shared documents. Keep it current.
Opening your account settings
On the sidebar, select Settings. You can also navigate directly to /settings. The Settings page opens to the Profile tab by default.
Under Organization Settings
Company name: used as a fallback when no organization-level company name applies.
Timezone preference: controls how dates and times appear for you (independent of the organization timezone).
Under My Preferences
Name: your display name across the app.
Phone: contact number shown on your profile.
Save your changes
Edit any field in the Organization Settings or My Preferences section.
Click Save Profile.
Frequently asked questions
Do I need to sign out after updating my profile?
No. Loyva refreshes the page automatically so updated information appears across the app. You can keep working without signing back in.