> ## Documentation Index
> Fetch the complete documentation index at: https://docs.smartbills.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Update Your Profile

> Edit your personal information, preferences, notification settings, and display options in Smartbills

## Overview

Your Smartbills profile contains your personal information, display preferences, and notification settings. Keeping your profile up to date ensures accurate identification across businesses, proper formatting of dates and currencies, and timely notifications about expenses and approvals.

<Note>
  Your profile information is shared across all businesses you belong to. Changes made here will be reflected everywhere.
</Note>

## Personal Information

### Change Your Name

<Tabs>
  <Tab title="Web">
    1. Click your avatar in the bottom-left corner of the sidebar
    2. Select **Profile** from the menu
    3. Update your **First Name** and **Last Name**
    4. Click **Save**
  </Tab>

  <Tab title="iOS">
    1. Tap the **Menu** tab (bottom navigation)
    2. Tap your name or avatar at the top
    3. Edit your first and last name
    4. Tap **Save** in the top-right corner
  </Tab>

  <Tab title="Android">
    1. Tap the **Menu** tab (bottom navigation)
    2. Tap your name or avatar at the top
    3. Edit your first and last name
    4. Tap **Save**
  </Tab>
</Tabs>

### Change Your Email Address

Your email address is used for sign-in, notifications, and account recovery. Changing it requires verification.

<Steps>
  <Step title="Open Profile Settings">
    Navigate to **Settings** > **Profile** on web, or **Menu** > your name on mobile.
  </Step>

  <Step title="Edit Email">
    Click or tap the email field and enter your new email address.
  </Step>

  <Step title="Confirm Current Password">
    You will be prompted to enter your current password to verify your identity.
  </Step>

  <Step title="Verify New Email">
    A verification link will be sent to your new email address. Click the link to confirm. Your old email remains active until the new one is verified.
  </Step>
</Steps>

<Warning>
  Until you verify the new email, your original email will remain the active sign-in address. The verification link expires after 24 hours.
</Warning>

### Change Your Phone Number

1. Go to **Settings** > **Profile**
2. Update the **Phone Number** field with your new number (include country code)
3. Click **Save**
4. If SMS-based 2FA is enabled, you will need to reverify your phone number

### Update Your Profile Photo

<Tabs>
  <Tab title="Web">
    1. Go to **Settings** > **Profile**
    2. Click your current avatar or the camera icon
    3. Select a photo from your computer (JPG, PNG, max 5 MB)
    4. Crop and position the image
    5. Click **Save**
  </Tab>

  <Tab title="Mobile">
    1. Open **Menu** > tap your name/avatar
    2. Tap the avatar to change it
    3. Choose **Take Photo** or **Choose from Library**
    4. Crop the image
    5. Tap **Save**
  </Tab>
</Tabs>

<Tip>
  Use a clear, professional headshot for your profile photo. This photo appears on expense reports, comments, and approval workflows.
</Tip>

## Personal Settings

### Language

Change the language of the Smartbills interface:

1. Go to **Settings** > **Profile** > **Language**
2. Select your preferred language from the dropdown:
   * English
   * French (Francais)
3. Click **Save**
4. The interface will update immediately

<Note>
  Language settings apply to the Smartbills interface only. Receipt OCR supports multiple languages automatically regardless of your language setting.
</Note>

### Timezone

Set your timezone to ensure dates and times are displayed correctly:

1. Go to **Settings** > **Profile** > **Timezone**
2. Select your timezone from the dropdown
3. Click **Save**

Your timezone affects:

* Expense timestamps
* Report submission and approval times
* Notification delivery times
* Audit trail entries

### Currency

Set your default currency for entering expense amounts:

1. Go to **Settings** > **Profile** > **Currency**
2. Select your preferred currency (e.g., CAD, USD, EUR, GBP)
3. Click **Save**

<Tip>
  Your default currency is used when creating new expenses. You can always change the currency on individual expenses for international transactions.
</Tip>

### Date Format

Choose how dates are displayed throughout the app:

1. Go to **Settings** > **Profile** > **Date Format**
2. Select your preferred format:
   * **MM/DD/YYYY** (e.g., 04/14/2026)
   * **DD/MM/YYYY** (e.g., 14/04/2026)
   * **YYYY-MM-DD** (e.g., 2026-04-14)
3. Click **Save**

## Notification Preferences

Control how and when Smartbills notifies you about activity in your account.

### Email Notifications

Go to **Settings** > **Notifications** > **Email** to configure:

| Notification         | Description                                      | Default |
| -------------------- | ------------------------------------------------ | ------- |
| Expense processed    | When OCR finishes processing an uploaded receipt | On      |
| Report status update | When a submitted report is approved or rejected  | On      |
| Approval request     | When a report is submitted for your approval     | On      |
| Weekly summary       | A weekly digest of expense activity              | On      |
| Policy violation     | When an expense triggers a spending policy alert | On      |
| Team activity        | When team members submit or update expenses      | Off     |

### Push Notifications (Mobile)

Go to **Menu** > **Settings** > **Notifications** on mobile to configure:

| Notification             | Description                          | Default |
| ------------------------ | ------------------------------------ | ------- |
| Expense processed        | Receipt scanning complete            | On      |
| Approval required        | New report awaiting your approval    | On      |
| Report approved/rejected | Status update on your submissions    | On      |
| Reminders                | Pending expense and report reminders | On      |
| Team updates             | Activity from your team members      | Off     |

### In-App Notifications

In-app notifications appear in the notification bell icon in the top navigation bar. These cannot be individually disabled but can be marked as read or cleared.

<Tip>
  Configure your notifications to match your role. Approvers should enable approval request notifications; employees may prefer to disable team activity updates.
</Tip>

## Change Your Password

If you are logged in and want to change your password:

<Steps>
  <Step title="Open Security Settings">
    Go to **Settings** > **Security** > **Change Password**
  </Step>

  <Step title="Enter Current Password">
    Type your current password to verify your identity.
  </Step>

  <Step title="Enter New Password">
    Type your new password. It must be at least 8 characters and include a mix of uppercase, lowercase, numbers, and special characters.
  </Step>

  <Step title="Confirm New Password">
    Re-enter the new password to confirm.
  </Step>

  <Step title="Save">
    Click **Update Password**. You will remain logged in on your current device. Other active sessions may require you to sign in again.
  </Step>
</Steps>

<Note>
  Forgot your current password? Use the [Reset Password](/help-center/account/reset-password) flow instead.
</Note>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Email change verification not received" icon="envelope">
    1. Check your spam or junk folder
    2. Verify the new email address is typed correctly
    3. Wait 2-5 minutes for delivery
    4. Add `noreply@smartbills.io` to your contacts
    5. Request a new verification email from the profile settings page

    If you still do not receive it, contact [support@smartbills.io](mailto:support@smartbills.io).
  </Accordion>

  <Accordion title="Profile photo won't upload" icon="image">
    * Ensure the file is JPG or PNG format
    * Maximum file size is 5 MB
    * Try a different image
    * Clear your browser cache and try again
    * On mobile, ensure camera and photo library permissions are granted
  </Accordion>

  <Accordion title="Changes not saving" icon="floppy-disk">
    1. Check your internet connection
    2. Ensure all required fields are filled in
    3. Look for validation error messages highlighted in red
    4. Try refreshing the page and making changes again
    5. Try a different browser or device
  </Accordion>

  <Accordion title="Notifications not arriving" icon="bell-slash">
    **Email notifications:**

    * Check spam/junk folder
    * Verify your email address is correct in profile settings
    * Confirm notification is enabled in **Settings** > **Notifications**

    **Push notifications (mobile):**

    * Ensure notifications are allowed in your device settings (iOS Settings > Smartbills > Notifications, or Android Settings > Apps > Smartbills > Notifications)
    * Check that Do Not Disturb mode is off
    * Try signing out and back in to refresh the push notification token
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Enable Two-Factor Auth" icon="shield-halved" href="/help-center/account/two-factor-auth">
    Add extra security to your account
  </Card>

  <Card title="Upload an Expense" icon="cloud-arrow-up" href="/guides/web-app/expenses/upload-expense">
    Start tracking your expenses
  </Card>

  <Card title="Create an Expense Report" icon="file-invoice" href="/guides/web-app/reports/create-report">
    Group expenses for submission
  </Card>

  <Card title="General Settings" icon="gear" href="/guides/web-app/settings/general">
    Configure business-level settings
  </Card>
</CardGroup>

## Need Help?

* **Email Support**: [support@smartbills.io](mailto:support@smartbills.io)
* **Live Chat**: Available in the app (bottom right corner)
* **Help Center**: Browse more [help articles](/help-center/overview)