From 6fd28e5d926bbeb4ad9c0273de61c432c2818a1a Mon Sep 17 00:00:00 2001 From: "Jasper Huang (via MelvinBot)" Date: Fri, 5 Jun 2026 18:35:16 +0000 Subject: [PATCH] Docs: document magic code verification for updating personal details Reflects the consolidated Personal details page and the "Let's make sure it's you" magic code step introduced in Expensify/App#91646. Co-authored-by: Jasper Huang --- .../settings/Account-Settings.md | 36 ++++++++++++++----- 1 file changed, 27 insertions(+), 9 deletions(-) diff --git a/docs/articles/new-expensify/settings/Account-Settings.md b/docs/articles/new-expensify/settings/Account-Settings.md index 65e8ea01052a..e934f51bb38c 100644 --- a/docs/articles/new-expensify/settings/Account-Settings.md +++ b/docs/articles/new-expensify/settings/Account-Settings.md @@ -20,7 +20,7 @@ You can update the following profile settings: - **Timezone** – Set the correct timezone for expense and report timestamps. - **Theme** – Toggle between light mode, dark mode, or follow device settings, and enable high contrast mode. - **Notifications** – Customize how and when you receive email and app notifications. -- **Personal Information** – Add or update your legal name, birth date, and address. +- **Personal details** – Add or update your legal name, date of birth, phone number, and address. --- # Supported Languages @@ -114,19 +114,34 @@ High contrast mode increases the visual contrast of UI elements, making text and High contrast mode works with any base theme (light, dark, or device settings). -## Personal Information +## How to update your personal details + +Your legal name, date of birth, phone number, and address are part of your private details. They’re used for travel and payments and are never shown on your public profile. -To update legal details like name, date of birth, and address: 1. Go to **Account > Profile**. -2. Scroll to the **Private Details** section. -3. Update the **Legal Name**, **Date of Birth**, or **Address** fields. +2. Scroll to the **Private** section and click **Legal name**, **Date of birth**, **Phone number**, or **Address**. Any of these opens the **Personal details** page, which has a **Basic details** section and an **Address** section. +3. Update your details, then click **Save**. +4. On the **Let's make sure it's you** screen, enter the magic code sent to your primary contact method, then click **Verify** to confirm the update. + + + + -## Display or Legal Name +## How to update your display name -To edit your display or legal name: +Your display name is shown on your public profile. To edit it: 1. Go to **Account > Profile**. -2. For display name: Click **Display Name**, enter your preferred name, and click **Save**. -3. For legal name: Scroll to **Private Details**, click **Legal Name**, update it, and click **Save**. +2. Click **Display name**, enter your preferred name, and click **Save**. + +To edit your legal name instead, follow the steps in How to update your personal details above. Your legal name is private and is never shown on your public profile. --- @@ -150,3 +165,6 @@ Yes! Your chosen theme and high contrast mode setting apply across web, mobile, ## Can I set a permanent status message? Yes. After entering your status, choose **Never** under “Clear After” to keep it active indefinitely. +## Why do I need to enter a magic code to update my personal details? +Your legal name, date of birth, phone number, and address are used for travel and payments, so Expensify verifies your identity before saving any changes. After you click **Save**, enter the magic code sent to your primary contact method on the **Let's make sure it's you** screen, then click **Verify** to confirm. +