Viewing & Making Changes to Your Account

View & update your profile & Add modules to your account.

Each user only has one account, but at the time of this writing, there are several ways to make changes to your account. We are currently working on streamlining this into one unified experience for our users.

Viewing and updating your Crescat profile

You'll find your profile details in the upper right corner of Crescat from almost anywhere within the platform.

 

Inside, you'll find a list of shortcuts that you can use to view and edit your profile and account details. As an example, let's choose "Profile".

 

You can change any details listed either here or within the menu to the left. When you're finished, you can click "SAVE PROFILE" to commit your changes. Note the menu to the left of your profile is similar to the shortcuts you saw earlier when you clicked on your profile image.

 

Adding and removing packages & products

Expanding your toolset is the part of the user experience we're currently streamlining. Very soon, you'll be able to augment your account with whatever modules and products we offer with a couple of clicks. For now, you can start a dialogue with us by clicking the chat bubble on the side of this page or by one of the methods listed on our contact page.

Viewing and updating your Crescat group

Your Crescat group isn't actually a part of your Crescat account. To learn how to update your Crescat group, check out this article

Not seeing what you came for?

If the above info wasn't what you're looking for, then there's a good chance that it's one of those things you need to ask us to set up for you. In that case, you can use the chat bubble on the side of the page to get started or contact us.

Let us know below if this article helped you understand how to view and make changes to your account.

 

All the best from us at Crescat.