Overview

Use the Profile tab on the Manage account page to manage your Branch account. This includes your name, email address, avatar, role, and preferences. You can also copy your user ID.

Open the Profile tab

Follow these steps to open the Profile tab:

1. In Branch, select the app/profile drop-down menu in the top-left corner of the page.
2. Select Manage Account below your name in the drop-down menu.

Update profile

On the Profile tab in the Manage account section in Branch, you can update your name, email address, avatar, and personalization details. Your user ID is read-only, and you can copy it with the copy icon next to the field.

Update your name

Your name is the name that will appear in Branch and the name that automated emails from Branch will be addressed to.

Follow these steps to update your Branch account name:

1. On the Profile tab, enter your first and last name in the Your name text box. Your name can be up to 50 characters.
2. Select Save Changes at the top of the page.

Update your avatar

Your avatar is how you'll appear in Branch.

Follow these steps to update your Branch avatar:

1. On the Profile tab, select the file upload field under Your avatar.
2. Choose a PNG or JPEG image that's smaller than 1 MB.
3. Select Save Changes at the top of the page.

Personalization

You can set your role, industry, and primary goal on the Profile tab. Setting these helps Branch personalize your experience.

Change your email address

You can change the email address you use to sign in to Branch. Branch first confirms your identity with a code sent to your current address, then sends a verification link to your new one.

Follow these steps to change your email address:

1. On the Profile tab, select Update email.
2. Enter the six-digit code that Branch sends to your current email address. The Change email dialog opens once Branch accepts the code.
3. Enter your new address in the New email field.
4. Select Send verification.
5. Open the email Branch sends to your new address.
6. Select the verification link within 48 hours.

Until you select the link, you keep signing in with your current email address. If the email doesn't arrive, select Resend email on the Profile tab.

If your organization uses single sign-on (SSO), Update email isn't available. To use a different email address, add it as a new team member, then remove the old one:

1. Add the new email address on the Team tab with the same access level as the old one, such as Admin.
2. Accept the invitation and log in with the new email address.
3. Remove the old email address from the Team tab.

Billing

To learn more about the Billing tab, check out our Billing section.