Your account

Want to update your account details? This article will show you how to update the details of your company and your account.

In this article:

Updating your account details

  1. Login to Onwardly.
  2. On the Dashboard page, click on your account name located on the top right of the page. This will take you to the profile page.

    Account1

  3. On the profile page, click Edit located under your account details. This will take you to the Edit profile page.

    Account2-V2

  4. Enter the details into the provided boxes that you wish to edit. These include:
    1. First name
    2. Last name
    3. Email 
    4. Time zone 
    5. Receive the weekly report email?
  5. Once the details have been edited, click on Save to update your changes to your account details.

    Account3

Retaking the onboarding questions

  1. Login to Onwardly.
  2. On the Dashboard page, click on your account name located on the top right of the page. This will take you to the profile page.

    Account1

  3. On the profile page, select the Your organisation tab. This will take you to your organisation page.

    Account2.5

  4. On your organisation page, click on Retake the onboarding questions. This will take you to the onboarding questions page.

    Account4-V2

  5. Enter the details into the provided boxes for your organisation. These include:
    1. Where is your business founded?
    2. What industry are you in?
    3. How old is the company (in years)?
    4. How many people do you have?
  6. Once your organisation's details have been entered, click on Next to update your changes to your Onwardly account.

    Account5