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Managing Your Account

Keep your profile, organization, and notification settings up to date so LoupeFactory works the way you need it to.

Updating Your Profile Information

Your profile holds your personal details — name, email address, and display preferences. Keeping this information current ensures your teammates can identify you and that system notifications reach the right inbox.

To update your profile:

  1. Click your avatar or initials in the top-right corner of any page.
  2. Select Profile Settings from the dropdown menu.
  3. Edit your Full Name, Email Address, or Profile Photo as needed.
  4. Click Save Changes to apply your updates.

Screenshot: Profile Settings page

A screenshot will be added here showing the Profile Settings form with fields for Full Name, Email Address, and Profile Photo upload.

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Email address changes

If you update your email address, you will receive a verification link at the new address. Your login will continue to use the old address until verification is complete.

Managing Organization Settings

Organization settings control how your LoupeFactory workspace is configured — including your business name, timezone, currency, and team membership.

General Organization Details

  1. Navigate to Settings → Organization from the left sidebar.
  2. Update your Organization Name, Industry, Timezone, and Default Currency.
  3. Click Save to apply changes.

Screenshot: Organization Settings — General tab

A screenshot will be added here showing the Organization Settings page with fields for Organization Name, Industry, Timezone, and Default Currency.

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Managing Team Members

You can invite new team members or remove existing ones from the Members tab within Organization Settings.

To invite a team member:

  1. Go to Settings → Organization → Members.
  2. Click Invite Member.
  3. Enter the team member's email address and select their role.
  4. Click Send Invite. They will receive an email with a link to join your organization.

To remove a team member:

  1. Locate the member in the list.
  2. Click the ⋯ menu next to their name.
  3. Select Remove from Organization and confirm.

Screenshot: Organization Members tab

A screenshot will be added here showing the Members tab with the invite form and a list of current team members with role badges.

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For details on assigning roles and permissions, see Employee Management.

Configuring Notification Preferences

LoupeFactory can notify you about key events — such as low inventory alerts, order status changes, and production updates. You control which notifications you receive and how they are delivered.

To configure your notification preferences:

  1. Go to Settings → Notifications.
  2. Toggle individual notification types on or off.
  3. Choose your preferred delivery method for each category: In-App, Email, or both.
  4. Click Save Preferences.

Screenshot: Notification Preferences page

A screenshot will be added here showing the Notifications settings page with toggles for each notification category and delivery method options.

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Available Notification Categories

Category Description
Inventory Alerts Low stock warnings and reorder reminders
Order Updates Status changes for customer orders
Production Events Stage completions and exception alerts
Shipment Tracking Delivery status updates from EasyPost
Billing & Credits AI credit usage thresholds and invoice events

Next Steps