Business setup
Manage your personal account
Update your identity and communication preferences across your projects.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/account
1. Open Account
Use the account menu to open Account.
Expected result: Your personal profile is displayed.
Confirm it worked: This screen describes you rather than the business.
2. Edit personal context
Fill Your name, Role or title, and the communication and Eva-goal preferences shown in the profile form.
Expected result: Your personal preferences are ready to save.
Confirm it worked: Use a name such as Alex Morgan and role Founder.
3. Update the display image
Use Upload display image to select an appropriate image, or Display image actions to manage the current image.
Expected result: The selected profile image is displayed after upload succeeds.
Confirm it worked: Confirm the avatar preview matches the uploaded image.
4. Save and verify
Click Save profile, wait for feedback and refresh.
Expected result: Your saved personal fields persist.
Confirm it worked: Open another project; your personal identity remains the same.
Troubleshooting and alternatives
Project logos and business descriptions are managed in Profile.
If an image fails, check file restrictions and try an appropriate supported image. Do not assume the file selector alone completed the upload.