.png)
Update Your Profile in AccountGroove Proposal & Billing
1. Navigate to Settings > My Account
Here we will be updating basic information about you and your business.
2. Update your Profile
Add your professional headshot. This photo will be displayed on your proposals.
3. Fill in Remaining Profile Details
Complete your account profile with your name, contact information, company name phone number and country. This information (except Phone Number / Country) will also appear on proposals sent to clients. Then click Save Details when finished.
4. Navigate to Company
Upload your company logo and add your brand color. Your logo and brand color will appear throughout all client-facing proposals.
5. Updating your Brand Color
Tip: If you don't know your HEX code, go to https://imagecolorpicker.com/, upload an image with your branding, and it will generate the HEX code for you.
Once finished click Update Color to lock it in.
6. Adding additional Team Members
To add in additional team members navigate to Team > +Add New User
⛔️ Important: All users currently have full administrative access to the account. However, payments and payouts remain isolated to your individual STRIPE email.
7. Adding additional Team Members cont.
Fill in the remaining information and click on Add User
8. Update Password Credentials
To create a new password password, enter your current password and then your new password. Hit Save Password once finished to update your password.
That completes the first step for your proposals to impressing clients and start closing more deals!