Account

The Account screen holds your personal details and the sign-in information for your TREVY user. Open it from the menu on Home by selecting Account, or tap your profile image at the top of Home. The same screen also links to data export and account deletion.

Update your profile

Your profile image and name appear throughout TREVY and can be changed at any time.

1. To change your photo, tap your profile image or the edit badge and choose a photo from your device. TREVY lets you crop it before uploading.
2. To remove it, select Remove profile image and confirm. Your initials are shown instead.
3. To change your name, edit First Name or Last Name. Each field saves automatically when you finish editing.

Change your account email

Your account email is the address you use to sign in and where TREVY sends account messages. You can change it at any time.

1. On the Account screen, tap Email Address.
2. Enter the new email address and select Send Code.
3. TREVY emails a 6-digit code to the new address. Enter the code and select Verify and Update Email.

The code expires after 10 minutes. If the new address is already used by another TREVY account, TREVY asks you to use a different one. After the change, sign in with the new address. If you use Sign in with Apple, TREVY may prompt you to update a private relay address before you continue.

Your account email is not the same as your company email. The company email appears on quotes, invoices, and other documents, and is managed in Set up your business.

Change your password

1. On the Account screen, select Change Password.
2. Select Proceed to confirm. TREVY emails a 6-digit code to your account email.
3. Enter the code, then choose a new password of at least 8 characters and confirm it.
4. Select Reset Password.

The code expires after 10 minutes. If it does not arrive, check your spam folder and request a new one. If you still cannot access your account, see Account creation and sign-in.

Sign out

From Home, scroll to the menu and tap Logout. You can also use the logout icon on the business-name setup and Terms & Privacy screens. See Account creation and sign-in to sign in as a different user.

Manage your data and account

The Account screen also contains two data actions:

• Data exports a copy of your records. See Export your data.
• Delete account schedules permanent deletion after a grace period. See Delete your account.

Get help

If a verification code does not arrive, or something on this screen does not work as expected, contact TREVY Support.