You can change how your name appears at the top of your dashboard at any time. This helps ensure your dashboard reflects your professional identity accurately.
Why it matters
Your displayed name is visible at the top of your dashboard and is based on what you entered during onboarding. Keeping it accurate helps personalize your experience and maintain consistency across your account.
Steps to update your name
Open the Settings page:
Option 1: Click your profile icon in the upper right-hand corner and select Settings from the drop-down menu.
Option 2: Click the Settings tab located in the lower right-hand corner of the screen.
On the Settings page, locate the Name fields.
Update your First Name and Last Name as needed.
Click Save Changes to apply the update.
You will now see your updated name displayed at the top of your dashboard.
Tip: We also use your first and last name to populate details on your Invoices so be sure you use the best name for billing purposes.