> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/getting-started/settings.md).

# Manage your account settings

Change your email, name, phone number and password, turn on multi-factor authentication, and choose whether RollCredits texts you.

Use Settings to update your own RollCredits account: your email, name, phone number, password and text messages. Everyone can open it from **Settings** in the sidebar. On a phone, select the menu button (three lines) in the header first.

Settings belong to your login, so a change here applies on every production you're on. The page has two tabs, **Profile** and **Notifications**.

{% hint style="info" %}
If your company uses multi-factor authentication, the **Profile** tab also has a **Multi-Factor Authentication** row.
{% endhint %}

## See your role

The **Roles & permissions** card at the top of the **Profile** tab shows your role for the production you're on, for example "Your role for this production is Manager."

Select **View guide** to open [See what each role can do](/getting-started/roles-and-permissions.md). You can have a different role on each production. To see another one, switch to that production first. See [Switch projects and companies](/getting-started/switch-projects.md).

## Change your email

1. On the **Profile** tab, select **Update** next to **Email**.
2. In **Change Email**, type your new address in **New Email**.
3. Select **Save**. A message says a confirmation link was sent to the new address.
4. Open that email and select **CONFIRM EMAIL CHANGE**.

Your email changes only after you select the link. Until then, Settings shows your old email and you still log in with it. After that, log in with the new one.

* The new email can't be the one you already have. The form says **This is already your current email.**
* If another RollCredits login already uses the address, you see **We couldn't update your email to that address. Please try a different one.**

{% hint style="info" %}
If a confirmation email also arrives at your current address, select the link in that one too.
{% endhint %}

## Change your name

1. On the **Profile** tab, select **Update** next to **Name**.
2. In **Change Name**, enter your full legal name in **First Name**, **Middle Name (Optional)** and **Last Name**. The fields start empty, so type your whole name.
3. Select **Save**.

Use the name on your legal documents, because some features check it. **Save** stays greyed out until **First Name** and **Last Name** are filled in.

If your name is missing, a banner at the top of the app says **We are missing your name. Please add it to your profile from Settings.** Select **Go to Settings** to come here. If you close the banner, it comes back after a day.

## Add or change your phone number

Your phone number lets you text receipts to RollCredits, get texts asking for a receipt after a card purchase, [answer urgent approval requests by text](/approvals/review/urgent-approvals.md), and turn on multi-factor authentication.

1. On the **Profile** tab, select **Add** next to **Phone #**. If you already have a number, the button says **Update**.

   <figure><img src="https://2309910149-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIZxLlI2W3d1mFnHRFWWa%2Fuploads%2Fgit-blob-27b8fb2db77d0d8546679e81d1064ac8493745d4%2Fsettings-profile-phone-update.png?alt=media" alt="The Profile tab in Settings showing the Email, Name, Phone # and Password rows, with an Update link next to Phone #."><figcaption></figcaption></figure>
2. In **Verify Phone Number**, type your number in **Phone #**. RollCredits checks it and shows **This phone # is available!**, or a warning that the number is already linked to another account.
3. Select **Verify**. RollCredits texts a 6-digit code to the number.
4. Enter the code. It's checked as soon as all six digits are in, or you can select **Verify Code**. On a phone, the keyboard may offer the code from the text.

When the code is right, you see **Phone number verified successfully** and your number shows next to **Phone #**.

If the text doesn't come, select **Resend Code**. A wrong code shows **Unable to verify phone number with OTP**. Keep these limits in mind:

* A code works for 5 minutes.
* After three wrong tries at a code, it stops working, and you have to wait 15 minutes before you can get a new one.
* You can ask for up to five codes an hour for the same number. Each **Verify** and **Resend Code** counts.

If you select **Verify** while a limit is in effect, you see **Too many failed attempts. Please try again later.** or **Too many requests. Please try again later.** **Resend Code** shows **Failed to resend code. Please try again.**

If the number is linked to another RollCredits account, you can still verify it. It's then removed from the other account.

If you don't have a phone number yet, a banner at the top of the app says **We are missing your phone number. Please add it to your profile from Settings.** Select **Go to Settings** to come here. If you close the banner, it comes back after a day.

{% hint style="info" %}
If you have a RollCredits card, a new name, email or phone number is also passed on to your card account.
{% endhint %}

## Turn on multi-factor authentication

With multi-factor authentication, logging in also takes a code texted to your phone. If your company uses it, the **Multi-Factor Authentication** row on the **Profile** tab says **Enrolled** or **Not Enrolled**.

1. Add and verify your phone number first. Until you do, **Enroll MFA** is greyed out, and pointing at it shows **You need to set a phone number to enroll in MFA.**
2. Select **Enroll MFA**.
3. In **Enroll Multi-Factor Authentication**, check the phone number shown and select **Continue**. A code is texted to that number.
4. Enter the code. It's checked as soon as all six digits are in, or you can select **Verify Code**. If the text doesn't come, select **Resend Code**.

You see **Successfully enrolled in MFA**, and the row says **Enrolled**. From then on, RollCredits asks for a texted code each time you log in. See [Sign in to RollCredits](/getting-started/sign-in.md).

Codes go to the number you enrolled with. Changing your phone number later doesn't move them, so after you update the number, unenroll, log back in and enroll again.

## Turn off multi-factor authentication

1. On the **Profile** tab, select **Unenroll MFA**.
2. Select **Confirm**.

{% hint style="warning" %}
Turning off multi-factor authentication makes your account less secure, and it logs you out right away. Log in again to keep working.
{% endhint %}

## Change your password

1. On the **Profile** tab, select **Update** next to **Password**.
2. In **Change Password**, type a **New Password**. The **Password Strength** meter fills as you type.
3. Type the same password in **Confirm Password**.
4. Select **Save**.

Your password must be at least 12 characters long. Strength goes by length only, and **Save** stays greyed out until the meter says **Very Strong** and both fields match. If they don't match, you see **Passwords do not match**.

If you've forgotten your password and can't log in, see [Reset your password](/getting-started/reset-password.md).

## Choose whether RollCredits texts you

You can turn RollCredits text messages off or back on.

1. Select the **Notifications** tab.
2. Next to **SMS Notifications** ("Receive message notifications for card transaction"), select the switch. It says **Enabled** or **Disabled**.

The change saves on its own, and you see **SMS notification preference updated**. The switch is greyed out until you add a phone number. Pointing at it shows **Please add a phone number to enable SMS notifications**.

**SMS Notifications** is on unless you turn it off. When it's off, RollCredits stops most texts about your cards, receipts and approvals. That includes requests for a receipt after a card purchase, replies to receipts you text in, and urgent approval requests. A few error replies to texts you send still come, and so do codes for verifying your phone number and for logging in.

Receipt request texts, and some replies to receipts you text in, also need the production to agree to the SMS consent form on the Cards page. Until an Owner, Super Admin or Manager agrees to it, nobody on the production gets them, whatever their own setting. See [Set up your card program](/cards/cards/set-up-card-program.md).

For texting receipts to RollCredits and the texts that ask for them, see [Send receipts by text or email](/transactions/transactions/text-and-email-receipts.md) and [Upload a receipt from a text link](/transactions/transactions/upload-from-text-link.md).


---

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