Account Settings

Settings are split across personal (just you) and company (everyone on the account). Both live under Settings in the sidebar.

Profile

Your name, email and avatar. Email is read-only — contact support if you need to change it.

Company

The business name, registered address, VAT/tax number and contact details printed on every certificate. Take care to set these accurately before generating certificates that go to insurers.

Branding

Logo, primary colour and signature image used on certificates. Upload PNGs with a transparent background for the cleanest results.

Regional

Default currency, locale and language for new valuations. Each valuation can override these per-record from the New Valuation form.

Notifications

Email alerts for: new valuations, certificate generation, team invitations, billing events. SMS notifications are on the Pro plan and above.

Security

Two-factor authentication, active session list, password change. We strongly recommend enabling 2FA for owners and admins.