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…
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.
How do I change my timezone?
Navigate to account settings found on the lower left hand of your screen. Select the appropriate timezone in the drop down menu below.
How do I change my currency?
Navigate to account settings found on the lower left hand of your screen. Select the appropriate currency from the drop down menu below.
There are two types of permissions that can be granted to those on a ProfitWell account: A user can view, add, and edit all customer data. An admin , in addition to all user permissions, can add othe…
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…
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…
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…