- Select “User Profile” and “Settings” located at the top right of the screen.
![User-added image](/servlet/rtaImage?eid=kaB5I0000008PAc&feoid=00N0J00000AXpyu&refid=0EM2000000010Xy)
- Update the details and Click “save.”
Instructions:
Individual users can update their settings. This includes notification emails, the default date range of their client confirmation statuses tool and the default confirmation currency used on the forms.
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