In your profile, you can edit your personal information and login credentials.
What we'll cover
- Getting started for accountants
- Getting started for owners and company administrators
- Updating your information
Editing your profile
Where you start will depend on whether you're an accountant with clients using OnPay, or you're yourself the business owner or administrator. We'll cover both workflows here. Select below which applies best to your role.
Getting started for accountants
In your accountant dashboard, click on your profile photo, then Edit Profile.
Not an accountant? Try Editing your profile for owners and company administrators (next).
Getting started for owners and company administrators
Click on your profile in the upper right.
Click Edit Profile.
From your organization dashboard, click the hamburger in the top left corner.
Here, you can edit your personal info, including name and email, add a recovery email, change your password, or add Multi-Factor Authentication (MFA) to your account.
Updating your information
You can change any info in your profile at any time by clicking the pencil, including your:
- Email (used for logging in)
- Password (Explained here)
- Multi-Factor Authentication (Explained here)
- Recovery email
- Preferred pronouns
You can also see a list of devices that have been used to log into your OnPay account under Registered Devices.