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Settings and profile

General and profile information

Check the read-only organisation summary, confirm your own account details and role, and change your password safely from the profile section.

Updated 12 September 2026

Settings and profile opens from the bottom of the left navigation panel. It has its own list on the left and the selected section on the right. Two of those sections, General information and Profile information, are for checking details. You do not change the business there.

General information

This is a read-only summary of the workspace:

  • Organisation name
  • Organisation VAT number
  • Date format
  • Default currency
  • Current fiscal year
  • System language

You cannot edit anything here. The data comes from system configuration. To correct it, use the matching Configuration screen. For example, the organisation name and VAT number are under Company configuration.

Use this screen as a quick check. Before month-end work or a VAT return, confirm the organisation VAT number and the current fiscal year here. It takes five seconds. A wrong VAT number or fiscal year is one of the most costly mistakes to fix later.

Profile information

This section shows your own account, not the business. It shows:

  • Username
  • Email address
  • Contact number
  • Role

The role is the most useful line on the page. It decides what you can and cannot do in every module. If an approve or void action is not offered to you, check your role name here before you report a problem. Role permissions are set under Configuration, then User roles and permissions.

Your password is hidden and is never shown. You can only replace it.

Change your password

  1. Open Settings and profile, then Profile information.
  2. Click Change Password.
  3. Enter your Current Password.
  4. Enter the New Password.
  5. Enter it again in Confirm New Password.
  6. Click Change Password, or Reset to clear the fields and start again.

The current password must be correct, and the new password must match the confirmation. The change applies straight away. Depending on session rules, you may need to sign in again.

Keep your password to yourself and do not share a login. Kuver Books records approvals, voids and adjustments against the account that did them. If people share a login, that record cannot show who did what.

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