Account Settings

Adding additional users

ProfitWell allows unlimited users so that your entire team can have access to your financial metrics. Navigate to account settings. Enter e-mail address of team member and click "send invite". The us…

Updated 5 years ago by Neel Desai

How do I change my password?

Navigate to account settings found on the lower left hand of your screen. Enter and confirm your new password.

Updated 5 years ago by Neel Desai

User Permissions

There are two types of permissions that can be granted to those in a ProfitWell account: USER ✓ View all customer data ✓ Add customer data ✓ Edit customer data ✓ Invite users. ADMIN ✓ View all custom…

Updated 2 years ago by Allissa Chan

2 Factor Authentication Overview

Security is on just about everyone's minds these days: how do I protect my data? Is my password strong enough? What steps can I take to make my account more secure? ProfitWell is proud to offer its c…

Updated 4 years ago by Neel Desai

Logging in with 2 Factor Authentication

Once you’ve enabled Two-Factor Authentication for your ProfitWell account, you’ll be required each time you login to enter a six-digit passcode generated by the phone app you used to set up this feat…

Updated 4 years ago by Neel Desai

Disable 2 Factor Authentication

To disable Two-Factor Authentication for your account, go to your account settings page in ProfitWell. You will see the option to toggle Two-Factor Authentication off for your account: Click on the s…

Updated 4 years ago by Neel Desai

Setting up 2 Factor Authentication

To set up Two-Factor Authentication for your ProfitWell account, you will first need to download a two-factor authentication app to your phone, such as Authy or Google Authenticator. Once you have an…

Updated 4 years ago by Neel Desai

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