Account settings

Account settings #

Account settings allow you to manage your personal profile, organization information, and core configuration for your account.

When to use account settings #

Use account settings when you need to:

• Update your profile information
• Manage organization details
• Configure account-level options
• Maintain system configuration

Before you start with account settings #

Make sure:

• You are logged into your account
• You have the required permissions (CompanyAdmin for organization-level changes)
• Your account is active

For permission-related details, see:
👉 User roles and permissions

How to access account settings #

To open account settings:

1. Go to the sidebar
2. Click on Settings
3. Select Account settings

Update profile in account settings #

To update your personal profile:

1. Open Account settings
2. Go to Profile
3. Update:

• Name
• Contact information

1. Click Save

Changes apply immediately.

Update organization in account settings #

To update organization details:

1. Open Account settings
2. Go to Organization
3. Update:

• Organization name
• Business details

1. Click Save

What happens after updating account settings #

• Changes are applied instantly
• Some updates may require refreshing the page
• Organization updates affect all users

Common issues in account settings #

Cannot update account settings #

Possible causes:

• Missing permissions
• Restricted role (TenantUser)

How to fix:

• Ask a CompanyAdmin to update settings
• Review access here:
  👉 Manage users in Peikly

Changes not visible #

Possible causes:

• Browser caching
• Session delay

How to fix:

• Refresh the page
• Log out and log in again

Best practices for account settings #

• Keep profile information updated
• Limit organization edits to admins
• Review settings regularly
• Avoid unnecessary changes to core configuration

Related guides #

• 👉 User roles and permissions
• 👉 Manage users in Peikly
• 👉 Peikly dashboard: Overview & how to use it