Canoa Help Docs & Support
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  • Getting Started
    • What is Canoa?
    • Navigating our Platform and Features
      • Features
    • Quick Start Guide
    • Keyboard Shortcuts
    • Begin with a Template
    • Arranging your Canvas Dashboard
  • Collect
    • How to create a furniture & accessories presentation
    • How to add Links into Canvas
    • How to add an Inspiration Image
      • Copy-Paste from Canvas to Canvas
      • Copy-Paste from Pinterest to Canvas
      • Copy-Paste from Miro to Canvas
      • Copy-Paste from your desktop to Canvas
    • How to start a Canvas from a Drawing
    • How to start a Canvas from Public Catalogs
    • How to add a Product from the Public Catalogs
    • How to search for Products
    • How to create Custom Products
    • How to use Canoa AI
    • Understanding and using Products
    • How to format data with CanoaGPT
    • My Catalog
      • Working in Table view
        • Navigating the Table view
        • How to import your product data
          • How to import 2D vector data (drawings)
            • Best practices for uploading vector data
          • Best Practices for Data Formatting
        • How to edit your product data
    • Integrations & Compatibility
      • Working with Pinterest
      • Working with CET
      • Working with Designer Pages
      • Working with Material Bank
      • Working with Spec
  • Design
    • How to create collages & vignettes for your presentations
    • How to duplicate Images
    • How to add Text
    • How to add Custom Colors
    • How to use the Drawing Tools
    • How to Import and Scale floor plans
    • How to Use the Walls Tool
    • How to draw an Area
    • How to Use the Markup Tool
    • How to Use the Dimension Tool
    • How to use Frames
    • How to organize your Canvas with Frames
    • How to create a Product List
    • How to use the Product Side Panel
    • How to adjust your Product Card view
    • How to use Dashboards
      • Creating a Dashboard
      • Editing the Dashboard settings
      • How to use Areas in a Dashboard and Product List
    • How to design with second life products
    • How to design with generic products
  • Share
    • How to share your Canvas
    • How to invite team members to collaborate
    • How to provide Comments
    • How to use Presentation Mode
    • How to download a Product List
      • How to export a SIF file from Canvas
        • Customizing SIF Export Field Mappings
      • How to bring your Product List data into Microsoft Excel
      • How to bring your Product List data into Google Sheets
      • How to bring your Product List data into Airtable
      • How to bring your Product List data into AutoCAD
      • How to bring your Product List into your Revit model
    • How to export data from a Dashboard
    • How to export or print your Canvas
      • How to export or print your Canvas with Frames
    • How to embed a Canvas
      • How to embed a Canvas into Notion
      • How to embed a Canvas into Squarespace
      • How to embed a Canvas into Webflow
    • How to share products from My Catalog (Gallery)
    • How to share custom products from My Catalog (Table)
    • How to export your product data from My Catalog
      • How to export a SIF file from My Catalog/Table View
  • Choose a Plan
    • Studio (Free)
    • Brands (Free)
    • Enterprise
  • Support
    • Managing your account
      • How to create an account
      • How to edit your account settings
      • How to add and remove users from your account
      • How to set an email domain to your account
      • How to switch between accounts
      • How to edit and view billing information
    • FAQs
      • Does Canoa work on mobile?
      • How does the carbon estimator work?
    • 🛶Canoa University
      • 🪢Implementing your Onboarding Program
        • 💻Accessing your Canoa Account
      • 🗃️Collect: Inspiration & Custom Products
      • 🎨Design: Mood Boards & Presentations
      • 📐Design: Space Planning in Canvas
      • 🏗️Products Lists, Budgets & Dashboards
      • 🪑Onboarding for Brands
        • How to share with your audience that your products are on Canoa
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On this page
  • Account page
  • Account Settings:
  • User Settings:
  • Editing your User Information:

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  1. Support
  2. Managing your account

How to edit your account settings

This article will teach you how to edit your user and account information.

PreviousHow to create an accountNextHow to add and remove users from your account

Last updated 2 days ago

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Account page

When you select on the navigation menu, you'll be taken to your Account page. The Account feature allows you to manage your Account Settings, check your account usage, manage the users, edit payment, and view your invoice history.

Account Settings:

You'll find your account information when you click on the Subscription tab. You are able to check in on your plan, usage, and billing here, as well as, upgrade your account tier at anytime. Click the Pencil icon on the right to edit your Account Name, Legal Company Name, and add an email domain. Click Update to save your changes.

User Settings:

When you create an account, your default role will be as an Admin. As an Admin, you can add or remove users, determine the level of access for each user, and edit your account information - like including an email domain and updated the billing information. If your role is Member, then you won't have permission to change roles, remove users, or view and manage billing information. Both roles are able to share products across accounts they are apart of and use all the features included in your account subscription.

Individual (Free) accounts are limited to a single admin user per account with limited access to Canoa's platform. You will need to upgrade your account tier to add users to your account.

Editing your User Information:

You can edit your own user information to change your User Name or add a profile picture. To edit your information:

  • Open the Account page and toggle to the User tab

  • Click on the Pencil edit icon on the right of your user record

  • Edit your User Name in the field

  • Clicking on the icon to the left of your name will allow you to upload or change a profile picture

  • Click Save to save your edits

Pencil - Edit Icon
Account
Account page on the navigation menu
Account Settings window on the Subscription tab of the Account page. Edible via the Pencil icon.
Users Tab on the Account Page
Edit your user name and add a profile picture.