Manage profile and security settings
To update your personal details, change your password, and configure your login preferences, you need to log in to the correct Contractbook account.
Update personal and company signee details
Keeping your profile updated ensures you have your own party and signee details pre-filled in the respective sections of your contracts and templates.
Click on your profile icon in the top right corner and select Profile settings from the menu.
Scroll down to the Individual and Company signee details sections.
Enter the correct details.
Click on the Save blue button to confirm any changes.
Change your password
Click on your profile icon in the top right corner and select Profile settings from the menu.
Scroll down to the Change password section.
Type in your old password.
Type in the new password you want to use.
Click the blue Save button to apply the password change.
Private security changes
Click on your profile icon in the top right corner and select Profile settings from the menu.
Scroll down to the Security section to change your email two-factor authentication or log out of all devices you have accessed with Contractbook except the current one.
Manage two-factor authentication (2FA)
Two-factor authentication adds an extra layer of security and is enabled by default for all Contractbook accounts upon creation.
Follow these steps to manage the 2FA security step for your Contractbook login:
Click on your profile icon in the top right corner and select Profile settings from the menu.
Scroll down to the Security section.
Click Disable email 2FA to turn the default feature off, or Enable email 2FA to turn it back on.
Confirm your choice in the pop-up window. Note: 2FA only applies to email and password logins. It cannot be configured if you log in using Google or Microsoft SSO.
Once 2FA is enabled, you will need to enter both your password and a verification code sent to your email on every login.
Change your login method
Navigate to the Contractbook login page (log out of your account if you are currently logged in).
Select Login with Google or Login with Microsoft to set a new default login method.
Follow the authentication prompts for the selected provider.
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