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Manage Profile

To manage your profile information, navigate to Settings → Profile. Here, you can update your name, email address, and profile picture.

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Update Your Name

  1. In the Profile Information section, locate your name fields and click the edit icon.
  2. Click inside the text boxes to edit your first or last name.
  3. Once you’ve made your changes, click Save to confirm — or Cancel to discard them.
Your updated name will appear across your Treasury account, including dashboards and reports.

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Update Your Email

  1. In the Profile Information section, click the edit icon next to your current email address.
  2. A Change Email Address window will appear.
  3. Enter your new email address in the text box.
  4. Click Send Verification Link.
You’ll receive an email at your new address containing a link to confirm the change.
Your current email remains active until you verify the new one. Once verified, you’ll be logged out and prompted to sign in again for security.

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How Email Changes Work

When updating your email:
  • Treasury sends a verification link to the new address.
  • You must click that link to confirm the change.
  • Until verified, your existing email continues to work normally.
  • After verification, you’ll be logged out automatically to complete the update securely.
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