Skip to content

Docs updates for E/A#91646 personal details edit magic code verification #92806

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Closed
MelvinBot wants to merge 1 commit into from
Closed

Docs updates for E/A#91646 personal details edit magic code verification #92806

Changes from all commits
Commits
Show all changes
1 commit
Select commit
File filter

Filter by extension

Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
36 changes: 27 additions & 9 deletions docs/articles/new-expensify/settings/Account-Settings.md
View file
Open in desktop
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down Expand Up @@ -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.

<!-- SCREENSHOT:
Suggestion: The Personal details page showing the Basic details and Address sections with the Save button.
Location: After step 3 of How to update your personal details.
Purpose: Shows the consolidated page where all private details are edited.
-->

<!-- SCREENSHOT:
Suggestion: The "Let's make sure it's you" magic code confirmation screen with the code entry field and Verify button.
Location: After step 4 of How to update your personal details.
Purpose: Shows the identity verification step required to save changes.
-->

## 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.

---

Expand All @@ -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.

Loading