Open More, or the account button in the header, to find your account and settings.
1. Update your profile
Choose Your Account for your personal profile and available security or calendar settings. Your display name is separate from the Business’s Customer contacts and Team entries.
2. Choose the Business
Use Switch workspace when your account belongs to more than one Business. Check the new Business name before opening or changing work.
Finish unconfirmed edits before switching. Work created for one Business does not move to another when you change workspace.
3. Set your preferences
Use Notification preferences for available work notifications and Dark theme for appearance. Phone-level camera, microphone and notification permissions are managed in the phone’s settings.
4. Check the app
Choose App updates to see the available update information. Keep unconfirmed work open until its save result is known before applying changes that restart the app.
5. Manage the Business or log out
Business Settings is shown when your access allows. Log out is separated at the bottom of More.
Do not use logout or reinstalling as the first recovery step for unsaved work. Follow save recovery first.