FixedFixed: an invoice would not take payment again after a payment was deleted

Setting Up Your Profile

3 min read

Published April 8, 2026

Updated September 4, 2026

How to Access Your Profile

Your profile page holds your personal details and login credentials.

  1. Click your avatar and name in the top-right header to open the user menu.
  2. Select 'Profile'.
  3. The page shows your current name, email, phone, role, branch, and account info.

Updating Your Name and Phone

Your display name is visible on any record you create or update and in team lists. Phone is for internal reference.

  1. On the Profile page, edit the Name field.
  2. Enter or update your phone. Pick the country code from the dropdown.
  3. Click 'Save Changes'.

Changing Your Email Address

Email changes require two-step verification.

  1. Click 'Change' next to your email.
  2. Enter the new address and click 'Send Code'.
  3. Check the new inbox for a 6-digit code (expires in 15 minutes).
  4. Enter the code and click 'Confirm'.
  5. You will be logged out and must sign in with the new email.

Warning

Make sure you can access the new email inbox before starting, the code expires in 15 minutes and you will be logged out on confirmation.

Changing Your Password

You can change your password at any time. You need your current password to set a new one.

  1. Scroll to Change Password on the Profile page.
  2. Enter your Current Password.
  3. Enter your New Password (minimum 6 characters) and confirm it.
  4. Click 'Change Password'.

Note

Changing your password signs out every other device on your account. The device you change it on stays signed in, so you do not lock yourself out by doing it.

Adding a Second Step to Your Login

The Two-factor authentication panel asks for a six digit code from an authenticator app after your password. Any role can turn it on, on any plan, and the same panel holds 'Sign out everywhere' for a device you no longer have. The Two-Factor Authentication article covers setup, recovery codes and turning it off.

Viewing Your Role and Branch

Your role (Admin, Manager, Technician, or Cashier) and branch assignment are displayed on the Profile page. Only the Admin can change these. Contact them if you need a change. This is the default; the shop owner can change it in Settings, Roles and Permissions.

Frequently asked questions

Click your avatar in the top header to open the user menu and select 'Profile'. From there you can edit your name, phone, email, and password.

Open Profile, click 'Change' next to your email, enter the new address, and click 'Send Code'. Fixmo sends a 6-digit code to the new inbox (expires in 15 minutes). Enter the code and confirm. You will be logged out and must sign in with the new email.

Open Profile and scroll to Change Password. Enter your current password, then your new password twice. Click 'Change Password' to save. Every other device signed in on your account is signed out at the same time; the device you changed it on stays signed in.

Yes. The Two-factor authentication panel on the Profile page adds a six digit code from an authenticator app on top of your password. It is available to every role on every plan. See the Two-Factor Authentication article for the full walkthrough.

No. Role and branch are set by the shop Admin. If you need a change, contact your Admin.