ACCOUNT SETUP
The ACCOUNT SETUP area is used to adjust profile settings, manage companies, connect or change bank accounts and manage the COMMITLY subscription. It also shows all invitations to companies outside your own account.
15 articles
- My ProfileManage profile and account settings: personal data, password, language, notifications and layout/design.
- 2FA configuration for COMMITLY loginACCOUNT Setup
- My CompaniesOverview of company management: add companies, edit master data such as industry or currency, and structure groups.
- My Invitations
My Bank Accounts
Manage bank connections & link accounts securely
- Basic logic of accounts and cards & security notesManage bank connections & link accounts securely
- Basic functions in ACCOUNT SetupBasic functions for bank accounts in COMMITLY: connect a new bank, add accounts, assign them to companies, set limits and manage access.
- Synchronize / check statusTrigger synchronization manually / refresh not working
- Delete a bank accountInstructions: disconnect a bank connection, delete the account, keep or remove the history.
COMMITLY Account
Manage the COMMITLY Account: subscription, invoices, payment details and legal documents at a glance.