Changing the email, display name or timezone for your PocketSmith account
On occasion, you may wish to change some of the user details associated with your PocketSmith account, such as your email address, display name, or timezone.
In this user guide
|
Changing the email address associated with your PocketSmith account
It's easy to change the email address used for your PocketSmith account. The email address associated with your account is used to log into your PocketSmith account. Any emails sent to you from PocketSmith - account updates, new features, password resets - will be sent to this email address.
- 1
-
Head to the
Settings menu and select
User Preferences
- 2
-
Enter the new email address in the Email address field
- 3
- Click Save and reload. The email address on your PocketSmith account will now be changed ✅
Changing the display name within your PocketSmith account
Your display name is shown in the top right of the page when using PocketSmith. If your current display name is not correct, or you'd like to change this for any reason, this can easily be done!
Note:
Changing your display name will not change your username (used to log into your PocketSmith account).
It is not currently possible to change a username in PocketSmith. This is because the user's login name forms an important part of the login username that is generated for accessing the Bank Feed service. If the PocketSmith username changes, this can disrupt the link between PocketSmith and the Bank Feed service.
How to change the display name
- 1
-
Head to the
Settings menu and select
User Preferences
- 2
-
Enter the name you would like to be displayed in the
Your name field
- 3
-
Click
Save and reload. Your display name within PocketSmith will be changed
Changing the timezone of your PocketSmith account
When your PocketSmith account is created, you have had the option to choose an associated timezone 🕰.. If your timezone changes, you can easily adjust the timezone for your PocketSmith account by following these steps:
- 1
-
Head to the
Settings menu and select
User Preferences
- 2
-
Select the correct
Timezone from the dropdown
- 3
- Click Save and reload to update your account with the correct timezone
