InterVal Documentation
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On this page
  • 1 - Accessing Account Settings
  • 2 - Profile Tab
  • 3 - Account Tab
  1. ONBOARDING
  2. Managing your account

Profile & Account

PreviousAccount Setup and AccessNextLicenses & Users

Last updated 5 months ago

This guide explains how to manage your Profile and Account settings in InterVal. These options are accessible through the Account Settings menu, which is available only to the account owner

1 - Accessing Account Settings

  1. Log in to your InterVal account.

  2. Navigate to Account Settings:

    • Click on your profile icon in the top-right corner of the dashboard.

    • Select Account Settings from the dropdown menu.

Once inside, a modal window opens with five tabs. This guide focuses on the Profile and Account tabs.

2 - Profile Tab

The Profile tab allows you to update your personal information, such as your email and password.

Features in the Profile Tab:

  1. Change Email:

    1. To update your email address, click Change email (marked as 1 in the screenshot).

      • A new window opens. Enter the new email address and click Save.

Change Password:

    • To update your password, click Change password (marked as 2 in the screenshot).

    • Enter the following details:

      • Current Password: For security verification (marked as 1 in the modal screenshot).

      • New Password: Enter a password that meets the security criteria (marked as 2).

      • Confirm Password: Re-enter your new password to confirm (marked as 3).

    • Click Save to apply changes (marked as 4)

3 - Account Tab

The Account tab is used to manage organization details, such as your company name and billing address

Features in the Account Tab:

  1. Change Organization Details:

    • Update your Company Website, Company Name, and Company Size in the fields provided (marked as 1, 2, and 3 respectively in the screenshot).

    • Click Save to confirm changes (marked as 4)

  1. Change Address:

    • Modify your billing address by entering:

      • Address Line 1 and 2 (marked as 1 and 2).

      • City (marked as 3).

      • State/Province (marked as 4).

      • Postal Code (marked as 5).

      • Country (marked as 6).

    • If your mailing address is the same as your billing address, check the Same as billing address box (marked as 7).

    • Click Save to finalize changes (marked as 8)