Settings & account
From your name and currency to security and billing.
Browse all topics
Your profile & preferences 6
- Add or change your nameUpdate the name attached to your work in PatoHQ.
- Add or remove your profile photoChoose the picture used for your own account.
- Change your email addressVerify the new address before using it for your account.
- Update your phone number and languageManage personal contact details and available language preferences.
- Change theme, density and motionAdjust your own PatoHQ reading preferences.
- Manage notification channels and categoriesChoose which alerts reach your bell, browser and email digest.
Business & regional settings 8
- Update your business name, logo and addressControl the identity customers see on documents.
- Change your workspace currencyChoose the base currency used to label workspace amounts.
- Change your country and timezoneKeep reporting days and regional defaults aligned with your business.
- Change date, number and week formatsSet workspace formatting and the first day of the week.
- Set default tax and tax-inclusive pricingChoose the workspace rate and how prices include tax.
- Choose accepted payment methodsShow the payment choices your business actually uses.
- Change the generated SKU prefixKeep generated product codes consistent.
- Configure register behaviour and cash controlsSet POS security, cashier limits and shift defaults.
Sign-in & security 6
- Change your passwordUpdate your sign-in password and review other sessions.
- Set up two-factor authenticationAdd a changing six-digit authenticator code to sign-in.
- Add or remove a passkeySign in using your device or password manager.
- Link or unlink a Google sign-in methodManage the ways you sign into the same PatoHQ account.
- Sign out another deviceReview personal sign-in sessions and revoke access.
- Review recent security activityCheck sign-ins and account-security changes.
Plans & billing 4
- Choose a plan and review usageManage your workspace’s plan and billing cadence.
- Download billing receipts and review renewalFind charges for your PatoHQ subscription.
- Cancel a subscription renewalReview the plan’s cancellation effect before confirming.
- Understand a trial-ended or read-only workspaceReview existing work and choose the next step.
Data & workspace management 5
- Export your data to CSVDownload live records in your configured formats.
- Import products or customers from CSVValidate the file before saving imported records.
- Search the workspace audit logFind recorded changes by module, staff member or device.
- Connect an integration and review incoming ordersUnderstand connection verification and review before posting.
- Leave a workspace, close it or delete your accountChoose the exit that matches what you intend to remove.