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

​
Project references

Enter an optional internal reference when you create or edit each project. See Project references.

​
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.

​
Firm billing settings

Partners and Admins only. Your invoice numbering, VAT rate, payment details, email sending, service catalogue and the link between your timeline and your billing stages all live in Settings > Billing. See Firm billing settings and Timeline Billing.

​
Next steps

Project references

How internal and PA references work.

Firm billing settings

Invoice numbering, VAT and email sending.