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Manage Your Profile & Workspace

Keep your business details, contacts, and preferences current in the Hub.

Your profile drives how firms quote you and how your invoices are addressed, so keep it current.

Profile

  • Business & contact details — name, address, email, and phone. These appear on your quotes and invoices.
  • Tax identifiers — add your GSTIN if you have one, so invoices are addressed correctly.

Settings

  • Notification preferences — how you hear from Fingaon (email and WhatsApp).
  • Account options — general preferences for your Hub.

Keep contacts verified

A verified email and phone ensure notifications actually reach you — including the login-free links that let you pay or upload in one tap. If something isn't arriving, check that your details are correct and verified. See Why haven't I received a notification?.

Tip

Accurate business details up front mean accurate quotes and invoices later — it's worth a minute to get them right before your first request.

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