Profile Settings & Defaults

Last updated: April 28, 2026

Manage Profile and Defaults

Summary: Update your account details and set default assumptions for new models.

In this article

  • Access profile

  • Account settings

  • Default assumptions

  • Templates

Access Your Profile

Click your avatar → Profile

Account Settings

You can update:

  • Name

  • Email

  • Phone number

  • Password

  • MFA settings

⚠ Changing your email may change your login credential.

Set Default Assumptions

Defaults apply to new models only.

Examples:

  • Entry / exit multiples

  • Tax rate

  • Debt assumptions

  • Currency

Update defaults

  1. Go to Profile → Defaults

  2. Edit values

  3. Click Save

💡 Defaults do not auto-save.

Templates (Operating Models)

Create a template

  1. Build an Op Model

  2. Click Save as Template

  3. Name and save

Use a template

  1. Open/create Op Model

  2. Click Insert Template

Edit or delete templates

  • Go to Profile → Templates

FAQs

Defaults not applying
→ Ensure you clicked Save

Templates missing
→ Only available for Op Models

Related Articles

  • Choose Model Type

  • Organization Settings