Account & Security
Manage your profile, team, and security settings
Keep your account secure and up to date. This guide covers profile settings, password changes, two-factor authentication (2FA), and team management basics.
What You'll Learn
- Updating your profile information
- Changing your password
- Setting up two-factor authentication (2FA)
- Understanding team membership
1 Accessing Your Profile
Click Your Profile
Look at the bottom of the left sidebar. You'll see your name and profile picture. Click on it to open the profile menu.
Select "Profile Settings"
From the dropdown menu, click "Profile" or "Settings" to open your account settings page.
Profile Page Sections
Profile Information
- • Your name and profile picture
- • Email address
- • Default vendor code
Security Settings
- • Password change option
- • Two-factor authentication (2FA)
- • Active sessions
2 Updating Profile Information
Change Your Name
- 1. In the Profile section, click the name field
- 2. Type your new name
- 3. Click "Save"
Change Your Profile Picture
- 1. Click on your profile picture (or the placeholder)
- 2. Click "Upload" or "Change"
- 3. Select an image from your computer (JPG, PNG)
- 4. The new picture will appear after uploading
Set Default Vendor Code
If you always use the same vendor code, you can set it as the default. This will pre-fill the vendor code field when creating new claims.
3 Changing Your Password
Go to Security Settings
On your Profile page, scroll down to the Security section, or click "Security Settings" in the sidebar.
Fill in the Password Form
| Field | What to Enter |
|---|---|
| Current Password | Your existing password (for verification) |
| New Password | Your new password (must meet requirements) |
| Confirm New Password | Type the new password again |
Click "Update Password"
Click the button to save your new password. You'll remain logged in, but use the new password next time you log in.
Password Requirements
Your password must have:
- • At least 12 characters
- • At least one uppercase letter (A-Z)
- • At least one lowercase letter (a-z)
- • At least one number (0-9)
- • At least one special character (!@#$%^&*)
4 Setting Up Two-Factor Authentication (2FA)
Two-factor authentication adds an extra layer of security. Even if someone knows your password, they can't log in without the code from your phone.
What You'll Need
A smartphone with an authenticator app installed. We recommend:
- • Google Authenticator (free, iPhone & Android)
- • Microsoft Authenticator (free, iPhone & Android)
- • Authy (free, iPhone & Android)
Step A: Open 2FA Settings
In Security Settings, find the "Two-Factor Authentication" section and click "Enable 2FA" or "Set Up".
Step B: Scan the QR Code
- 1. A QR code (a square barcode) will appear on screen
- 2. Open your authenticator app on your phone
- 3. Tap "+" or "Add Account"
- 4. Choose "Scan QR Code"
- 5. Point your phone's camera at the QR code on screen
Step C: Enter the Verification Code
Your authenticator app will show a 6-digit code that changes every 30 seconds.
- 1. Type the 6-digit code into the verification field on screen
- 2. Click "Verify"
Step D: Save Your Backup Codes
After enabling 2FA, you'll receive backup codes. These are one-time codes you can use if you lose your phone.
Important: Write these down or print them and store them somewhere safe!
Don't Lose Access!
If you lose your phone and don't have backup codes, you'll need to contact support to regain access to your account. Always keep your backup codes in a safe place.
5 Logging In With 2FA Enabled
Once 2FA is enabled, here's what happens when you log in:
1. Enter Email & Password
Log in with your email and password as usual.
2. Enter 2FA Code
After entering your password, you'll see a new screen asking for your authentication code.
3. Open Your Authenticator App
Open the authenticator app on your phone and find the entry for "Fusion Cloud". Type the 6-digit code shown.
4. You're In!
After entering the correct code, you'll be logged in to your Dashboard.
6 Understanding Teams
If you're part of a team (like a clinic or business), you may see a Teams section in the sidebar.
What Teams Allow
Shared Vendor Codes
Team members can use the same vendor codes
Shared Claims
View claims created by other team members
Centralized Billing
One subscription for the whole team
Need a Team?
If you work at a clinic or business and want to set up a team, contact your administrator or reach out to support. Team features are available on business plans.
You've Completed All Guides!
Congratulations! You now know how to use all the main features of Fusion Cloud. You're ready to create claims efficiently and keep your account secure.