Your profile

Your profile is your personal account inside the CRM: your name, your picture, your password and the language the app is shown to you in. It is separate from your restaurant’s Settings — changing your profile only affects you, never the restaurant or your teammates. If you belong to more than one restaurant, your profile travels with you across all of them.

Before you begin

Everyone with a login has a profile, so there is nothing to unlock and no permission to grant — you are only ever editing your own account. You reach it from your avatar in the top-right corner of the screen, not from the restaurant Settings page.

Your account vs your restaurant

It helps to keep two ideas apart:

Your profile (this page)

Personal to you — your name, picture, password and display language. Reached from your avatar menu in the top-right corner. Changes here follow you into every restaurant you are part of.

Restaurant Settings

Everything about the restaurant itself — branding, billing, booking rules and so on. Reached from Settings in the left navigation, and shared with your whole team.

Opening your profile

1. Click your avatar (your picture or initials) in the top-right corner of the screen.
2. Choose Profile from the menu that drops down.

Open the menu under your avatar and choose Profile. Settings and Sign out live in the same menu.

Your name and picture

The Profile Information card at the top holds the basics guests and teammates see next to your actions.

The Profile Information card. Update your name or picture, then click Save Profile.

• Name — your display name. This is what appears in the top-right menu and next to anything you do in the CRM.
• Email — shown for reference but cannot be changed here. It is the address you sign in with.
• Profile Image URL — your profile picture. Upload an image or paste a link to one. If you leave it empty, the CRM shows your initials in a coloured circle instead.

When you are happy, click Save Profile. The button briefly reads Saving… while it stores the change, and your new name and picture appear straight away.

Changing your password

Use the Change Password card to keep your account secure. You will need your current password to set a new one.

1. Type your Current Password.
2. Type a New Password — it must be at least 8 characters.
3. Type it again in Confirm New Password so there are no typos.
4. Click Change Password.

Enter your current password, then your new one twice, and click Change Password.

If the two new passwords do not match, or the new one is shorter than 8 characters, the CRM warns you and nothing changes. Once it succeeds you will see a confirmation, and the three fields clear.

Tip

Pick a long password you do not use anywhere else. If you ever forget it, use the Forgot password link on the sign-in page instead of this card.

Your display language

The CRM can be shown to you in English or Italiano. This is a personal preference, remembered in the browser you are using, so it can differ from device to device.

1. Click the languages icon in the top bar, near your avatar.
2. Choose English or Italiano.

Switch the CRM between English and Italiano from the languages icon in the top bar.

Note

This only changes the language you see the CRM in. Your restaurant’s default language — the one your menu and public booking page use for guests — is set elsewhere, on your booking page settings. See the related links below.

Appearance

Next to the language icon is a light/dark toggle. Click it to switch the CRM between a light and a dark look. Like your language, this is personal to you and remembered in your browser.

Two-factor authentication

The Two-factor authentication card at the bottom of the profile page lets you add a second layer of security using a code from an authenticator app on your phone. When it is on, signing in asks for a fresh 6-digit code as well as your password.

• If it is off, click Enable two-factor authentication and follow the steps to link your authenticator app and save your backup codes.
• If it is on, you can Regenerate backup codes or Disable it — both ask for a current code first.

Caution

If your card shows Required by your organization, your restaurant requires two-factor authentication for your role, so the Disable button is greyed out. You can still regenerate your backup codes.

For the full walkthrough — including how an owner can require two-factor for a whole role — see Security & two-factor.

Related

Settings & administrationYour restaurant's shared settings — branding, billing, backup and security.

Switching restaurantsHow your profile follows you across every restaurant you belong to.

Booking page settingsSet your restaurant's default language for menus and the public booking page.

Roles, permissions & plansWhat each role and plan can do across the CRM.