Introduction

Welcome to your personal account management guide! Whether you’re new here or a returning user, this walkthrough will help you navigate your account settings, update your information, and make the most out of your personalized features securely and efficiently.

Accessing your account dashboard

Before you can manage your personal details, you’ll need to log in and find your way around your account dashboard. Your account dashboard gives you quick access to your personal settings, subscription details, activity history, and any tools associated with your plan.

How to sign in

  • Visit the website or app’s homepage.

  • Click the “Sign In” or “Log In” button usually located at the top-right corner.

  • Enter your registered email address and password, then submit.

Navigating your dashboard

  • Once logged in, you’ll land on your personal dashboard—a centralized space where you can review and update your information.

  • Look for sections labeled Profile, Settings, Security, or Billing depending on what you need to manage.

Updating your personal information

Keeping your personal information accurate and current is essential for account security, effective communication, and access to all platform features. Whether you're updating your name, changing your contact details, or uploading a new profile picture, your account settings make it easy to manage your data. This ensures we can reach you when needed and helps tailor your experience based on your preferences.

Editing your profile

  • Go to the Profile or Account Info section.

  • Here you can update your name, contact details, profile photo, and other personal info.

  • After making changes, always remember to click Save or Update to confirm your edits.

Managing contact preferences

  • Adjust your email and notification preferences to control what updates and newsletters you receive.

  • Opt in or out of marketing communications easily via toggles or checkboxes.

Managing your password and security

Your account’s security starts with a strong, regularly updated password. Taking a few extra steps can help you keep your information safe and reduce the risk of unauthorized access.

Resetting your password

  • Head to the Security or Password section.

  • Enter your current password, then choose a strong new password (use a mix of letters, numbers, and symbols).

  • Confirm the new password and save the changes.

  • If you’ve forgotten your password, use the Forgot Password? link on the login page to initiate a reset via email.

Enabling two-factor authentication

  • Look for a 2FA or Multi-Factor Authentication option within your security settings.

  • Follow the prompts to link your account to an authenticator app or phone number.

  • This extra step ensures that even if your password is compromised, your account remains protected.

Managing payment methods and billing

Keeping your payment methods and billing information up to date is crucial for ensuring seamless access to our services without interruption. Accurate billing details help avoid failed transactions and ensure that your invoices reflect the correct information for your records or accounting needs.

Adding or updating payment methods

  • Access the Billing or Payment Methods section from your dashboard.

  • Add a new credit/debit card or update existing card information.

  • Ensure your billing address matches the one linked to your payment provider.

Viewing transaction history

  • Review your past payments, invoices, and subscription statuses.

  • Download receipts or statements if needed for your records.

Account settings

Take control over your account’s behavior and privacy:

Customizing preferences

  • Modify language, time zone, and display settings to tailor your experience.

  • Configure app integrations or connected services if available.

Managing privacy controls

  • Review permissions on data sharing, ad preferences, and visibility of your profile information.

  • Adjust settings to limit who can see your profile or activity.

Logging out safely

Logging out of your account properly helps protect your personal information and prevents unauthorized access, especially when using shared or public devices. Always make sure to sign out after finishing your session to keep your account secure.

  • Find the Logout or Sign Out button—typically located in the top menu or account dropdown.

  • Confirm you want to log out, and close your browser or app afterward.

Troubleshooting common account issues

If you experience any problems managing your account, these solutions might help:

Issue

Possible Cause

How to Fix

Unable to log in

Incorrect password or username

Use “Forgot Password?” or check your credentials

Email notifications not received

Spam filter or wrong email address

Check spam folder and update your contact email

Payment method declined

Expired card or insufficient funds

Update payment info or contact your bank

Account locked or suspended

Security concerns or policy violations

Contact customer support for assistance

Conclusion

Managing your personal account is straightforward once you know where to look and what steps to take. Regularly updating your information and security settings will keep your account safe and tailored to your needs. Explore your dashboard today to take full control of your account experience!


Doreen Johnson

Senior Product Designer

Doreen Johnson is a digital strategist and brand consultant who helps startups and established companies build bold, human-first identities online. With a background in design and product development, Doreen writes about branding, UX, and the intersection of technology and creativity.

Doreen Johnson

Senior Product Designer

Doreen Johnson is a digital strategist and brand consultant who helps startups and established companies build bold, human-first identities online. With a background in design and product development, Doreen writes about branding, UX, and the intersection of technology and creativity.

Doreen Johnson

Senior Product Designer

Doreen Johnson is a digital strategist and brand consultant who helps startups and established companies build bold, human-first identities online. With a background in design and product development, Doreen writes about branding, UX, and the intersection of technology and creativity.

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Frequent questions

These questions are asked by many of our users

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Frequent questions

These questions are asked by many of our users

Frequent questions

These questions are asked by many of our users

What is ROI?

ROI is an HR partner designed to give you clarity, support, and solutions without the cost of adding staff. We help with turnover, retention, recruiting, culture, compliance, and more - all through affordable monthly support that flexes with your needs.

What’s a Flex Project?

Flex Projects are bite-sized HR initiatives you can request through your client portal. They’re scoped, executed, and delivered quickly so you get exactly what you need without over-committing. Examples: handbook refreshes, retention plans, recruiting audits, or performance program rollouts.

How does monthly support work?

You pay one flat monthly rate. It covers ongoing HR support plus the ability to request Flex Projects as they come up. No hidden fees, no long contracts - just straightforward support that adapts to your business.

Is this more affordable than hiring?

Yes. ROI is intentionally built to be more cost-effective than bringing on even a part-time employee. You also avoid employment taxes, benefits, and overhead costs - while still getting senior-level expertise.

What kind of businesses do you work with?

We partner with small to mid-sized companies across industries - from startups and nonprofits to established organizations. If you have people challenges and want clearer, faster solutions, we can help.

How do I get started?

It’s simple: schedule a quick call, and we’ll talk through your needs. From there, you’ll get access to your client portal, where you can request projects, track progress, and see results.

Do I need to commit long-term?

Nope. ROI is built to be flexible. You can use it month-to-month and adjust as your business needs change - no long-term contracts required.

What makes ROI different from a traditional HR consultant?

Most consultants drop off a binder of recommendations and leave you to figure it out. With ROI, you get ongoing support, a client portal for easy project requests, and clear deliverables you can actually use. We don’t just plan, we help you execute and deliver results.

What is ROI?

ROI is an HR partner designed to give you clarity, support, and solutions without the cost of adding staff. We help with turnover, retention, recruiting, culture, compliance, and more - all through affordable monthly support that flexes with your needs.

What’s a Flex Project?

Flex Projects are bite-sized HR initiatives you can request through your client portal. They’re scoped, executed, and delivered quickly so you get exactly what you need without over-committing. Examples: handbook refreshes, retention plans, recruiting audits, or performance program rollouts.

How does monthly support work?

You pay one flat monthly rate. It covers ongoing HR support plus the ability to request Flex Projects as they come up. No hidden fees, no long contracts - just straightforward support that adapts to your business.

Is this more affordable than hiring?

Yes. ROI is intentionally built to be more cost-effective than bringing on even a part-time employee. You also avoid employment taxes, benefits, and overhead costs - while still getting senior-level expertise.

What kind of businesses do you work with?

We partner with small to mid-sized companies across industries - from startups and nonprofits to established organizations. If you have people challenges and want clearer, faster solutions, we can help.

How do I get started?

It’s simple: schedule a quick call, and we’ll talk through your needs. From there, you’ll get access to your client portal, where you can request projects, track progress, and see results.

Do I need to commit long-term?

Nope. ROI is built to be flexible. You can use it month-to-month and adjust as your business needs change - no long-term contracts required.

What makes ROI different from a traditional HR consultant?

Most consultants drop off a binder of recommendations and leave you to figure it out. With ROI, you get ongoing support, a client portal for easy project requests, and clear deliverables you can actually use. We don’t just plan, we help you execute and deliver results.

What is ROI?

ROI is an HR partner designed to give you clarity, support, and solutions without the cost of adding staff. We help with turnover, retention, recruiting, culture, compliance, and more - all through affordable monthly support that flexes with your needs.

What’s a Flex Project?

Flex Projects are bite-sized HR initiatives you can request through your client portal. They’re scoped, executed, and delivered quickly so you get exactly what you need without over-committing. Examples: handbook refreshes, retention plans, recruiting audits, or performance program rollouts.

How does monthly support work?

You pay one flat monthly rate. It covers ongoing HR support plus the ability to request Flex Projects as they come up. No hidden fees, no long contracts - just straightforward support that adapts to your business.

Is this more affordable than hiring?

Yes. ROI is intentionally built to be more cost-effective than bringing on even a part-time employee. You also avoid employment taxes, benefits, and overhead costs - while still getting senior-level expertise.

What kind of businesses do you work with?

We partner with small to mid-sized companies across industries - from startups and nonprofits to established organizations. If you have people challenges and want clearer, faster solutions, we can help.

How do I get started?

It’s simple: schedule a quick call, and we’ll talk through your needs. From there, you’ll get access to your client portal, where you can request projects, track progress, and see results.

Do I need to commit long-term?

Nope. ROI is built to be flexible. You can use it month-to-month and adjust as your business needs change - no long-term contracts required.

What makes ROI different from a traditional HR consultant?

Most consultants drop off a binder of recommendations and leave you to figure it out. With ROI, you get ongoing support, a client portal for easy project requests, and clear deliverables you can actually use. We don’t just plan, we help you execute and deliver results.

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Can't find an answer?

Trusted by creators and innovators alike, our tools power growth, streamline workflows, and drive real impact across every industry.

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Can't find an answer?

Trusted by creators and innovators alike, our tools power growth, streamline workflows, and drive real impact across every industry.

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