Help guide

How to Use the Profile Page in Workelect

18 Apr 2026 - 1 min read - Workelect Team

What the Profile page is for

The Profile page is the security centre for the signed-in user. It is where email verification, login 2FA, and password maintenance are handled.

Confirm your email address first, because that unlocks 2FA and subscription-related actions.
Turn on email-based 2FA if it is available or required by system, account, or user policy.
Review your security status chips so you know whether email confirmation and 2FA are both active.
Update your password whenever you need to strengthen or rotate access.

If your email address has not been confirmed yet, the page will require you to complete email verification before enabling 2FA.

Yes. The profile page can reflect system-wide, account-level, or user-level policy requirements for 2FA.

It is email-based login protection that sends a six-digit verification code during sign-in.

18 Apr 2026 - 3 min read

Follow the full workflow from quote creation and customer approval to job delivery, invoicing, payments, and accounting sync.

Create new quotes, use templates, manage statuses, collect customer approval, take payments, and convert accepted work into jobs.

Run active work from one screen by updating job details, bookings, forms, expenses, stock, payments, and completion steps.