Your profile holds your contact details, the phone number shown on your reports, and your default screen settings. Open it from the menu in the upper right corner, then select the Profile tab.
Your details
Your first name, last name and email are listed here.
Mobile phone and two-factor authentication
Enter your mobile phone number to receive two-factor authentication codes when you log in. By default, this number can also appear on the cover page of your reports.
Public contact phone
If you'd rather not show your cell number to clients, enter a public contact phone, such as your office line. Reports will show this number instead of your mobile number.
Default screen settings
Your profile also sets how your screens look in every mod file:
Which columns appear on the Claims, Policy, Payroll and Loss Run screens, and in what order.
Which claim columns show in the Default and Advanced views.
Whether a loss run column is imported at all.
See How to customize your column view for details.
Custom Description 1 and 2
Two user-defined fields that map to your reports, for example a location code or an abbreviated claim number. See What are Custom Description 1 and 2.