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Open Settings from your profile menu at the bottom of the sidebar. It has three sections: General, Security and Billing.

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Change your firm’s project prefix

Partners and Admins only. Architects can see the prefix but not change it. Every project’s internal reference starts with your firm’s prefix, for example INT-1042.
  1. Go to Settings > General.
  2. Type a new prefix of two to four capital letters.
  3. Click Save Prefix.
The new prefix applies to projects you create from now on. Existing references do not change. See Project references.

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Change your password

Anyone can change their own password.
  1. Go to Settings > Security.
  2. Enter your current password.
  3. Enter your new password twice.
Your new password needs at least 12 characters, uppercase and lowercase letters, at least one number, and at least one special character. A strength bar tracks you as you type. Click Change Password once every rule is ticked.
If you have forgotten your password and cannot sign in at all, a Partner or Admin at your firm has to reset it. There is no self-service reset.

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Firm billing settings

Partners and Admins only. Your invoice numbering, VAT rate, payment details and email sending all live in Settings > Billing. See Firm billing settings.

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Next steps

Project references

How internal and PA references work.

Firm billing settings

Invoice numbering, VAT and email sending.