Your details are in two places. My profile holds your personal and emergency details. Settings → Just you → Profile holds how you appear to others, your email signature, and your password and two-factor sign-in.
| Page | What's there |
|---|---|
| My profile (from your account menu) | Full legal name, Preferred name, Date of birth, Phone, Video meeting link, home address, emergency contact, your saved signature, and your job details (read only) |
| Settings → Just you → Profile | Full name, your Email signature, Password and Two-factor authentication (2FA) |
Before you start
- Some fields are locked. Once you've finished onboarding, only the owner can change your legal name and phone, because they feed payroll and records. You can ask for a change.
Update your personal details
Open My profile
Open your account menu (your name or picture) and choose My profile.
Change what you need
Update your preferred name, date of birth, home address, emergency contact or Video meeting link (used for video appointments without a link of their own).
Save
Select Save changes. You see Profile saved.
Ask to change your name or phone
Start the request
On My profile, select Request a name change from the owner or Request a phone change from the owner.
Enter the new value
Type it, add a note if you like, and select Send request.
Wait for the owner
You see Request sent to the owner. They review and apply it; you carry on as normal.
Your email signature
Under Settings → Just you → Profile, fill in Email signature: Name, Title / Role, Phone, Website and a Photo URL. Preview shows how it looks. Select Save changes in the bar at the bottom. It's added to emails you send clients from Owneli.
Your saved signature
After you sign a form or policy, your drawn signature is kept on My profile so future sign-offs take one tap. Remove it any time and draw a new one next time.
Notifications
Notifications arrive in the bell in the top bar: bookings, approvals and anything that needs you. You can show Unread only.
To choose what reaches you, open My profile and select Open My notifications, or use the settings button in the bell. Each kind of notification, such as New bookings or Client messages, has its own In app, Push and Email switches. Under How you hear, you can keep only the alerts about your own clients and appointments (Only mine), choose which Locations reach you, turn on Push on this device, and set Quiet hours when your phone stays silent.
These choices are yours alone and change nothing for your team. Security alerts are Always on, and the bell always shows your own appointments.
Ask to delete your Owneli account
On My profile, under Account deletion requests, select Request account deletion, type your email to confirm, and select Submit request. Owneli reviews every request before removing an account, and aims to finish within 30 days. Asking doesn't sign you out or change your place in the business.
Your requests are listed under Your requests with their status, and Cancel request works until the review starts.
Check it worked
Your changes show on My profile after saving, and your email signature appears in the next email you send.
If something goes wrong
How do I change my password?
Under Settings → Just you → Profile, select Change password. You're emailed a one-time link. See Log in and reset your password.
Can I change my sign-in email?
Not yourself. Contact Owneli support to change your email address.
Who sets my job title and holiday allowance?
An admin. They're shown on My profile but you can't edit them.