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Account Settings

The Settings page (/person/settings) manages your account, availability preferences, payments, notifications, privacy, security, and integrations. It's organized into tabs reachable at /person/settings/:tab.

📷 ScreenshotThe account settings page/person/settings

The tabs are: Account (account), Availability (availability), Payments (payments), Notifications (notifications), Privacy (privacy), Security (security), and Integrations (integrations). Integrations are covered in detail on the Integrations page.

Update account basics and avatar​

Goal: Edit your name and profile photo.

  1. Go to Settings → Account (/person/settings/account).
  2. Edit your First Name and Last Name. (Your Email Address is read-only — it's managed by your identity provider.)
  3. Click your avatar to upload a new photo (JPEG, PNG, WebP, or GIF, max 5 MB).
  4. Click Save Changes.
📷 ScreenshotEditing account basics and avatar/person/settings/account
Danger zone

The Account tab also has Export Account Data and Sign Out in a danger zone at the bottom of the sidebar.

Set availability preferences​

Goal: Configure your schedule type, timezone, and weekly hours.

  1. Go to Settings → Availability (/person/settings/availability).
  2. Choose a Schedule Type: flexible, fixed, or part-time.
  3. Set your Timezone and Weekly Hours Available.
  4. Click Save Preferences.

Manage payments​

Goal: Review earnings and keep your tax documents current.

  1. Go to Settings → Payments (/person/settings/payments).
  2. Review your Next Payout, Pending Escrow, and YTD Earnings.
  3. Add or update a Payment Method, and upload your W-9 under Tax Documents if prompted.
  4. Review Recent Transactions.
📷 ScreenshotThe payments tab/person/settings/payments
warning

If you see a "W-9 tax document required" notice, upload your W-9 to avoid payout delays.

Choose your notifications​

Goal: Decide which updates reach you and how.

  1. Go to Settings → Notifications (/person/settings/notifications).
  2. Toggle Email Notifications: New Project Matches, Application Updates, Invoice Paid, Milestone Reminders, and Weekly Digest.
  3. Toggle Push Notifications and SMS Alerts as desired.
📷 ScreenshotNotification preferences/person/settings/notifications

Manage privacy and visibility​

Goal: Control what's public and how your data is used.

  1. Go to Settings → Privacy (/person/settings/privacy).
  2. Toggle Profile Visibility options: Discoverable in Search, Show Hourly Rate, and Show Connections.
  3. Choose a Data & Analytics Sharing level: Full Analytics, Minimal, or None.
📷 ScreenshotPrivacy and visibility controls/person/settings/privacy
note

The broad federated discoverability level (Marketplace, Federated, Tenant Only, Private) is set on your Profile → Visibility tab. The toggles here are finer-grained controls layered on top of it.

Update your password and security​

Goal: Keep your account secure.

  1. Go to Settings → Security (/person/settings/security).
  2. To change your password, enter your Current Password, a New Password, and Confirm New Password, then click Update Password.
note

Two-factor authentication (2FA) is coming soon and currently appears as a disabled option.