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Profile Settings

July 3, 2025June 14, 2025 by Tam Ho

Table of Contents

Toggle
  • Introduction
  • Upload or Change Your Avatar
  • Update Your Personal Info
  • Password or Linked Account — What You’ll See

Introduction

If you’re using Formtify and wondering, “How do I update my account info?” — you’re in the right place! This article is all about managing your Profile Settings, including your name, contact details, payment information, password, and even linked accounts like Google. Everything is designed to be simple and secure, so you always stay in control of your data.

Let’s walk through what you can do and how to do it, step by step.

Upload or Change Your Avatar

Your avatar appears in the header and helps personalize your workspace. Here’s how to update it:

Click your profile picture in the top-right corner → Click “Change” → Upload a new image from your device

If you don’t upload a picture, the default avatar will be used — and yes, it’s perfectly fine to leave it as-is if you prefer!

Update Your Personal Info

Right in the Profile Settings section, you’ll see a form where you can update your personal information. This includes:

First Name
Last Name
Email (read-only if already used in payment)
Phone Number
Address
City
Country
State (optional)
Zip Code

Your email might be locked from editing if it’s already been used for payment details. If you need to change the email, you’ll need to transfer ownership of your account instead. (Check out our guide on Remove or Transfer Users for that.)

Once you’re done updating your info:

Click “Save” to keep the changes

You’ll get a quick confirmation and everything will be stored securely.

Password or Linked Account — What You’ll See

Depending on how you signed up, you’ll see different options in the security section.

If you signed up using email and password (or reset your password before):

You’ll see a section called “Change Password”
This allows you to update your password anytime — just enter your old one and choose a new one

If you logged in with Google:

You won’t see the password section
Instead, you’ll see “Linked Account” and a message confirming your Google account is connected

We only show one of these — whichever fits how you access Formtify.

Categories Account & App Settings
Remove or Transfer Users
Change Password

Getting started
  • Quick Start Guide – Create Documents Instantly with Formtify Templates
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    • What Is a Template in Formtify?
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Features
  • Account & App Settings
    • Profile Settings
    • Change Password
  • AI Assistance
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  • OCR Centre
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  • Template management
    • My templates – Manage your uploaded templates efficiently
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    • Create documents with Templates
    • Save progress / completed docs with record
  • Workspace
    • Workspace introduction
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    • Remove or Transfer Users
Best practices
  • Best practice for Template Creation
  • Best Practices for Template Fields Configuration
  • Best practice for Field Group
  • Best Practices for Creating Templates in Formtify
Changelog
  • Initial release
  • Bug fixed
    • Bug Fixed – Bye-Bye, Pesky Bugs! - 19/02/2025
  • Improvement
    • Improvements – Smoother, Faster, Better! - 19/02/2025
    • Improvements – Smoother, More Intuitive Experience! - 12/03/2025
  • New features
    • New Features – Fresh & Powerful Additions! - 19/02/2025
    • New Features – Fresh & Powerful Additions! - 12/03/2025

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