Settings

Open your account menu and choose Account settings. Select a section from the settings navigation, or use the section picker on mobile. See Finding your way around for language, appearance, notification timezone, and account-menu controls.

Profile

Update your personal information:

Name - your display name
Your role - your role in the business
Notification timezone - when daily emails, weekly digests, and scheduled alerts arrive; choose your own timezone or use the organization default
Email address - read-only; contact support to change your login email

Click Save changes after editing your profile.

Password

Change your account password.

Two-Factor Authentication

Two-factor authentication is enabled by default for all accounts using email verification codes. From this section you can switch to an authenticator app (such as Google Authenticator or Authy) for stronger security. Switching methods requires password confirmation. Backup codes are provided after setup in case you lose access to your verification method.

Business details

Note Only the owner and admins can edit organization settings.

Update your business information. Changes here affect your dashboard metrics, scorecard benchmarks, and AI context:

Business Name (read-only)
Industry - affects scorecard benchmarks
Countries of Operation
Reporting Currency - your primary reporting currency
Organization timezone - the default timezone for scheduled emails and alert summaries
Monthly Revenue
Annual Revenue Goal
Business Age
Team Size
Product Types
Top Goal
Biggest Challenge

Click Save changes to apply your edits, or Discard to abandon them. If saving fails, use Retry save after reviewing the error.

Plans and billing

Note Only the organization owner can access billing settings.

Plans and billing shows your plan, your Nummbas-FO credits (plan credits left and when they reset, added credits left, credits by answer type and this month's credit activity with the team member who asked) and your connected integrations. When credits run low, it shows how to ask for more.

For direct subscriptions, click Manage Plan to open Stripe. Marketplace subscriptions show Manage in Shopify, Manage in Wix, or Manage in BigCommerce. Support-managed plans show instructions to contact support.

Notifications

Choose which updates you receive:

Daily Financial Pulse - daily summary of key metrics
Weekly Email Digest - weekly Monday summary with trends
Integration Alerts - notifications about sync issues or credential problems
Action reminders - reminders about open actions and updates when results are ready
Product tips and milestones - guidance on using Nummbas features

Daily Financial Pulse, Action reminders, and Integration Alerts offer Email, Mobile app, or Email and mobile app delivery. Push reminders also follow your main push notification setting. Scheduled updates follow your notification timezone. Billing, security, and essential account emails are sent when needed regardless of the product tips setting.

Smart alerts

Growth and Scale plans have a separate Smart alerts settings section for custom metric thresholds. See Smart Alerts for setup and delivery options.

Marketing Preferences

Control marketing communications:

Special Offers
Tips and News
Product Updates
Feature Announcements

Data and account removal

Before you continue

Both actions affect your organization and require password confirmation. Read the confirmation before continuing.

Refresh connected data - owners and admins can click Refresh data to delete synced dashboard data and start a fresh import. Integrations remain connected. Use this only when you need to rebuild your synced data.
Delete Account - available to the owner only. Closes the organization and its members’ accounts. Data is retained for 90 days, during which you can contact support to restore the account. After 90 days, it is permanently removed.