Updating Your Profile
Name, photo, and the details shown on your account.
Overview
Your profile contains your personal information within Radley Finance. Keeping it updated ensures a personalized experience and accurate attribution on any shared materials.
Accessing Profile Settings
- Click the profile button at the bottom of the icon sidebar and choose Settings
- In the Settings sidebar, Profile is the first item under General
What You Can Edit
- First Name / Last Name - how your name appears in the app and in greetings
- Role - how you describe what you do (e.g. Founder, CFO)
- Profile picture - upload and crop an avatar
Click Save after making changes - edits don't apply until saved.
Related Settings
- Password and two-factor authentication live under Security - see Securing Your Account
- Dark mode lives under Display - see Display Settings