Your user profile holds your personal details: your name, email, phone number, profile photo, and signature. Only you can edit your own profile.
Open Your Profile Menu
Click your name in the top right corner of any page. The menu shows your name, your company, your plan, and your role. From here you can edit your profile, copy your email address, switch companies, and log out. To copy your email, click the copy icon next to it.
Edit Your Profile
Click Edit profile. Update the fields you need, then click Update profile to save. If you click Cancel, your changes won't be saved.
First name, Last name, and Email are required.
Your email address is the one you used when you first created your CashCloud profile. It is shown for reference and can't be edited. If you need to change it, contact our support team.
Phone number is optional. Select your country code from the dropdown, then enter your number. Your phone number is used for multi-factor authentication (MFA), an extra security step when you log in.
To add or change your profile photo, click the picture at the top of the window.
Upload Your Signature
If your role includes signing permissions, upload your signature so it can be added to the checks you sign.
In the signature box, click Assign signature or drag and drop your file. Then click Update profile to save it. CashCloud accepts SVG, PNG, JPG, or JPEG files, up to 800 × 400 px. SVG files can be up to 512 KB.
⚠️ Important: Your signature appears on printed checks. For best results, use a high-resolution image with a transparent background.
f you belong to more than one company, your signature is shared across all of them. Changing it in one company updates it everywhere you sign.
Switch Between Companies
If you belong to more than one company in CashCloud, you'll see Switch company in your profile menu. Click it and choose the company you want to work in. If you belong to only one company, this option won't appear.
Need a hand? Contact our support team at [email protected] and we'll take it from there 🙌