diff --git a/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md b/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md index e413d48d1c99..e154c374e01c 100644 --- a/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md +++ b/docs/articles/new-expensify/expensify-card/Update-Your-Expensify-Card-Mailing-Address.md @@ -18,8 +18,9 @@ The name on your Expensify Card is pulled from the legal name in your profile. T 1. Choose **Account** in the navigation tabs (on the left on web, on the bottom on mobile). 2. Select **Profile**. 3. Under **Private**, select **Legal name**. -4. Update your **Legal first name** and **Legal last name**. +4. Update your **Legal first name** and **Legal last name**. 5. Click **Save**. +6. Enter the magic code sent to your email or phone to verify the change. Your updated legal name will apply to your Expensify Card. To get a new physical card with the updated name embossed on it, [request a replacement card](/articles/new-expensify/expensify-card/How-to-Request-a-New-Expensify-Card). @@ -33,6 +34,7 @@ The phone number linked to your Expensify Card is used for 3D Secure (Verified b 2. Select **Profile**. 3. Under **Private**, select **Phone number**. 4. Enter your updated phone number and click **Save**. +5. Enter the magic code sent to your email or phone to verify the change. After updating, your new phone number will be used for future 3D Secure SMS verification codes. diff --git a/docs/articles/new-expensify/settings/Account-Settings.md b/docs/articles/new-expensify/settings/Account-Settings.md index 65e8ea01052a..9b4d7f9f00c9 100644 --- a/docs/articles/new-expensify/settings/Account-Settings.md +++ b/docs/articles/new-expensify/settings/Account-Settings.md @@ -1,7 +1,7 @@ --- title: Account Settings description: Learn how to update your profile settings, preferences, and notifications in Expensify. -keywords: [New Expensify, profile, account preferences, notifications, language, theme, high contrast mode, timezone, personal information] +keywords: [New Expensify, profile, account preferences, notifications, language, theme, high contrast mode, timezone, personal information, phone number, magic code] --- Expensify allows you to personalize your experience by customizing your profile, preferences, and notifications. This guide shows you how to update your photo, language, timezone, notification settings, and more—all from the left-hand navigation menu. @@ -20,7 +20,7 @@ You can update the following profile settings: - **Timezone** – Set the correct timezone for expense and report timestamps. - **Theme** – Toggle between light mode, dark mode, or follow device settings, and enable high contrast mode. - **Notifications** – Customize how and when you receive email and app notifications. -- **Personal Information** – Add or update your legal name, birth date, and address. +- **Personal Information** – Add or update your legal name, date of birth, phone number, and address. --- # Supported Languages @@ -114,19 +114,31 @@ High contrast mode increases the visual contrast of UI elements, making text and High contrast mode works with any base theme (light, dark, or device settings). -## Personal Information +## How to update personal information -To update legal details like name, date of birth, and address: +To update your legal name, date of birth, phone number, or address: 1. Go to **Account > Profile**. -2. Scroll to the **Private Details** section. -3. Update the **Legal Name**, **Date of Birth**, or **Address** fields. +2. Scroll to the **Private** section. +3. Click **Legal Name**, **Date of Birth**, **Phone Number**, or **Address**. +4. Enter the updated information. +5. Click **Save**. +6. Enter the magic code sent to your email or phone to verify the changes. + +When typing in the **Address line 1** field, a list of address suggestions appears. Select a suggestion to auto-populate the address fields including city, state, ZIP code, and country. + +If no address is saved, the **Country** field is pre-filled based on your current location. -## Display or Legal Name +## How to update your display name or legal name + +To edit your display name: +1. Go to **Account > Profile**. +2. Click **Display Name**, enter your preferred name, and click **Save**. -To edit your display or legal name: +To edit your legal name: 1. Go to **Account > Profile**. -2. For display name: Click **Display Name**, enter your preferred name, and click **Save**. -3. For legal name: Scroll to **Private Details**, click **Legal Name**, update it, and click **Save**. +2. Scroll to **Private** and click **Legal Name**. +3. Enter the updated information and click **Save**. +4. Enter the magic code sent to you to verify the change. ---