Jade Funds

Your team & settings

Update your profile and switch organizations

Updated October 4, 2026 1 min read

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Your personal profile belongs to you. Membership details and roles are specific to each organization you belong to.

Update personal information

  1. Open Settings → Profile.
  2. Check your first name, last name, and time zone.
  3. Save the personal-information section after editing.
  4. Review your email verification status. Use the change-email or resend-verification action when needed and follow the verification steps.

Review your membership

The Organizations section shows your memberships. The current organization includes your title and roles. A title describes your responsibility; it does not itself grant permissions.

Switch organizations

  1. Open the Organizations section of your profile.
  2. If you have multiple active memberships, choose Switch organization.
  3. Select the organization and choose Switch.
  4. Check the Current label and organization name before entering or changing financial data.

If an organization is missing

Only active memberships are available for switching. Ask that organization’s administrator to check your membership or send a current invitation. You cannot use the switcher to join an organization that has not granted you access.

Other personal settings

Appearance, Security, Notifications, and Sessions have their own Settings pages. See Set up an authenticator app.

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