Changing the display name within your PocketSmith account
Your display name is shown under the Profile Menu at the top. 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
- Head to User Preferences (Profile menu > User preferences)
- Enter the name you would like to be displayed in the Your name field
- Click Save and reload. Your display name within PocketSmith will be changed
Tip
Changing your display name will also update the name on any invoices for your PocketSmith subscription.
To learn how to download invoices, see:
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:
- Head to User Preferences (Profile menu > User preferences)
- Select the correct Timezone from the dropdown
- Click Save and reload to update your account with the correct timezone
