How to manage my TurboClaim Account?

TurboClaim Account Management Documentation

Overview

This documentation provides a guide on managing your account settings within the TurboClaim application. It covers updating personal information, company details, and logo customization for white labeling documents.

 

Account Information Management 0:00

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  • Navigate to the 'Account' tab to manage your account settings.
  • Update your first name, last name, and company name as needed.
  • Remember to click 'Save Changes' after making any updates to ensure your changes are saved.

 

Logo Customization 0:24

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  • You can update your company logo by:
    • Clicking on the existing logo to delete it.
    • Uploading a new image to replace the old logo.
  • The updated logo will be used for white labeling your documents and statements.

Link to Loom

https://loom.com/share/235cd44f63884f76907b3cf1fd05c5de

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