After logging in, you will see your Balancing Act dashboard. The left sidebar can be used for quick navigation to any active or completed projects or related analytics.
To view or adjust your profile settings, click on your name on the very top right of the page, then select “Account Settings.”
Within Account Settings, you can:
- Update the account name and/or your personal name
- Change your password and/or email address
- Upload a logo and/or add a logo link (which will then display on your simulations and prioritizations)
- Generate a token to integrate with Questica Budget
Once you’ve made the desired updates, be sure to click the “Update Settings” button on the top-right to save your changes.
