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Account Settings

Manage your personal profile, security, saved signature, navigation preferences, and calendar settings from the Account page. These settings apply only to your user account and do not affect other team members.

Accessing Your Account​

Click your profile avatar (or initials) in the top-right corner of any page and select Account Settings.

Personal Information​

Update your name, email, phone number, and other profile details. Changes save when you submit the form.

Change Password​

Click Change Password to update your login credentials. This section is not available if your company uses Microsoft 365 Single Sign-On (SSO).

Signature​

Save a default signature to your account so you can sign contracts where you are a company signee without drawing or typing your signature each time.

Saving Your Signature​

  1. Click Add Signature (or Replace Signature if you already have one)
  2. Choose Draw or Type and enter your signature
  3. Click Save Signature

To delete it, click Remove. Removing your signature turns automatic signing off. Signatures already applied to contracts are not affected.

Choosing When Contracts Are Signed for You​

Once a signature is saved, choose when it is applied to contracts you are a company signee on:

OptionWhat happens
Only when I click to sign (default)You are emailed to sign as usual. On the signing page, click Use my saved signature to sign in one click.
As soon as the contract is sentYour signature is applied when the contract goes out, so the client opens an already-signed contract. You are not emailed to sign it.
When the last client signsThe client reviews the contract with your signature block empty. Your signature is applied the moment the last client finishes signing. You are not emailed to sign it.

The two automatic options authorize Readybuild to apply your signature on your behalf without asking you each time. The authorization statement appears when you select one. You can change the option or remove your signature at any time.

info

Editing a contract after it is sent clears any company signature on it, and the change is recorded in the contract's history. If you chose As soon as the contract is sent, your signature is applied again when the contract is resent.

Click Customize Menu to enable, disable, or reorder items in your navigation sidebar. Your customizations are saved to your account and apply across all devices.

Calendar Settings​

This section appears when your company has a calendar integration (Microsoft 365 or Google Calendar) enabled.

Import All Calendar Events as Private​

Turn on the Import all calendar events as private toggle to hide the title and location of every imported calendar event from other Readybuild users. When enabled:

  • All events from your connected calendar display as "Private" in Readybuild
  • Event titles and locations are hidden from other users
  • The setting takes effect on the next sync cycle and retroactively applies to previously imported events
  • Only your events are affected — other users' calendar imports are unchanged

When the toggle is off (default), only events you've marked as private or confidential in Outlook or Google Calendar are hidden.

tip

This is useful if you have personal appointments on your work calendar that you don't want visible to colleagues in Readybuild's scheduling view.

Two-Factor Authentication​

Enable two-factor authentication (2FA) for an extra layer of security. This section is available when your company has enabled the 2FA policy and you are not using SSO.

  1. Click Enable
  2. Confirm your password
  3. Enter your phone number and verify it
  4. Enter the verification code sent to your phone
  5. 2FA is now active for your account

If you need to change your 2FA device, click Change Device and contact your administrator to start the device recovery process.