> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Your Profile Settings and Notification Preferences

> Update your name, avatar, email, and password. Configure in-app and email notifications. Redeem a promotional code to unlock discounts on your plan.

Your AgencyHandy profile is the identity your clients and teammates see across the platform — from order conversations to file comments. Keeping it accurate and up to date makes collaboration clearer and ensures account security. This page walks you through updating your personal details, setting a profile picture, changing your password, customising your notification preferences, and redeeming a promotional code.

## Update your profile information

<Steps>
  <Step title="Go to Profile Settings">
    Click your **profile icon** in the top-right corner of the interface, then select **Profile Settings** from the dropdown menu.
  </Step>

  <Step title="Edit your name">
    On the Profile Settings page, click the **Edit** button on the right side. Click into the **Name** field and type your updated name.
  </Step>

  <Step title="Save your changes">
    Click **Save Changes** to apply the update. Your new name appears immediately across the platform.
  </Step>
</Steps>

## Upload or change your profile picture

A profile picture helps clients and teammates identify you at a glance in conversations and task comments.

<Steps>
  <Step title="Open the profile picture section">
    In Profile Settings, click the **Update Profile Picture** area (the current avatar or the placeholder circle).
  </Step>

  <Step title="Select a new image">
    Click **Upload New Picture** and choose an image from your device. Supported formats: **PNG, JPG, JPEG**. Maximum file size: **5 MB**.
  </Step>

  <Step title="Adjust and save">
    Crop or adjust the image as needed in the editor, then click **Save**. Your new avatar is applied immediately.
  </Step>
</Steps>

<Note>
  If your profile picture isn't updating, check that the file is under 5 MB and in PNG, JPG, or JPEG format.
</Note>

## Change your password

Updating your password regularly helps keep your account secure.

<Steps>
  <Step title="Navigate to the Password section">
    In Profile Settings, scroll down to the **Password** section.
  </Step>

  <Step title="Enter your current password">
    Type your existing password in the **Current Password** field. This confirms it's you making the change.
  </Step>

  <Step title="Set your new password">
    Enter a new password in the **New Password** field. Your password must include all of the following:

    * At least one **number**
    * At least one **uppercase letter**
    * At least one **lowercase letter**
    * At least one **special character** (e.g. `!`, `@`, `#`)
  </Step>

  <Step title="Confirm and apply">
    Re-enter the new password in the **Confirm Password** field, then click **Update Password**.
  </Step>
</Steps>

<Warning>
  If you forget your current password, use the **Forgot Password** link on the login page to reset it via email. You cannot update your password from Profile Settings without knowing your current one.
</Warning>

## Configure notification settings

AgencyHandy lets you choose which events trigger a notification and whether those notifications are delivered **in-app**, **by email**, or both. Every user manages their own preferences independently.

<Steps>
  <Step title="Open Notification Settings">
    In the sidebar, click **Settings**, then select the **Notification Settings** tab at the top of the page.
  </Step>

  <Step title="Browse notification categories">
    Notifications are grouped by event type. You will see sections for:

    * **Task & Ticket** — e.g., when a client creates a new support ticket
    * **Orders** — e.g., when a client places a new order
    * **Payments** — e.g., when a payment is successfully processed
    * **Comments** — e.g., when someone adds a comment or file feedback
  </Step>

  <Step title="Enable or disable channels">
    For each event, tick or untick the **In App** and **Mail** checkboxes to control how you receive that alert.

    Hover over the **ⓘ** icon next to any event name to read a description of exactly when that notification fires.
  </Step>

  <Step title="Save your preferences">
    Changes are saved automatically as you tick or untick each checkbox — no need to click a separate Save button.
  </Step>
</Steps>

### Notification events reference

| Event                       | In-App    | Email     | Description                                           |
| --------------------------- | --------- | --------- | ----------------------------------------------------- |
| Ticket Created              | ✅ Default | ✅ Default | A client opens a new support ticket                   |
| New Order                   | ✅ Default | ✅ Default | A client places a new order                           |
| Agency Payment Successful   | ✅ Default | ✅ Default | A payment is successfully processed                   |
| Comment Added               | ✅ Default | ✅ Default | A new comment is posted on a task, ticket, or file    |
| File Feedback Comment Added | ✅ Default | ✅ Default | A client or teammate leaves feedback on a shared file |

<Tip>
  If your inbox is getting noisy, disable **Mail** notifications for lower-priority events like comments and keep email alerts only for high-impact events like new orders and payments.
</Tip>

### Reset to defaults

If you want to restore all notification preferences to the original workspace configuration, scroll to the bottom of the Notification Settings page and click **Reset to Default**.

<Note>
  Notification preferences are personal — resetting your preferences does not affect any other user's settings. Only Super Admins can reset global workspace defaults.
</Note>

## Redeem a promotional code

If you have received a promotional or discount code from AgencyHandy, you can redeem it directly from your account settings.

<Steps>
  <Step title="Navigate to Settings">
    Click **Settings** in the left-hand sidebar.
  </Step>

  <Step title="Open the Redeem Promotion Code section">
    Look for the **Redeem Promotion Code** option within Settings and click it.
  </Step>

  <Step title="Enter your code">
    Type or paste your promotional code into the input field and click **Redeem**.
  </Step>

  <Step title="Confirm the discount">
    AgencyHandy validates the code and applies the discount to your account. A confirmation message shows the benefit that has been applied.
  </Step>
</Steps>