Introduction

Welcome to your personal account management guide! Whether you’re new here or a returning user, this walkthrough will help you navigate your account settings, update your information, and make the most out of your personalized features securely and efficiently.

Accessing your account dashboard

Before you can manage your personal details, you’ll need to log in and find your way around your account dashboard. Your account dashboard gives you quick access to your personal settings, subscription details, activity history, and any tools associated with your plan.

How to sign in

  • Visit the website or app’s homepage.

  • Click the “Sign In” or “Log In” button usually located at the top-right corner.

  • Enter your registered email address and password, then submit.

Navigating your dashboard

  • Once logged in, you’ll land on your personal dashboard—a centralized space where you can review and update your information.

  • Look for sections labeled Profile, Settings, Security, or Billing depending on what you need to manage.

Updating your personal information

Keeping your personal information accurate and current is essential for account security, effective communication, and access to all platform features. Whether you're updating your name, changing your contact details, or uploading a new profile picture, your account settings make it easy to manage your data. This ensures we can reach you when needed and helps tailor your experience based on your preferences.

Editing your profile

  • Go to the Profile or Account Info section.

  • Here you can update your name, contact details, profile photo, and other personal info.

  • After making changes, always remember to click Save or Update to confirm your edits.

Managing contact preferences

  • Adjust your email and notification preferences to control what updates and newsletters you receive.

  • Opt in or out of marketing communications easily via toggles or checkboxes.

Managing your password and security

Your account’s security starts with a strong, regularly updated password. Taking a few extra steps can help you keep your information safe and reduce the risk of unauthorized access.

Resetting your password

  • Head to the Security or Password section.

  • Enter your current password, then choose a strong new password (use a mix of letters, numbers, and symbols).

  • Confirm the new password and save the changes.

  • If you’ve forgotten your password, use the Forgot Password? link on the login page to initiate a reset via email.

Enabling two-factor authentication

  • Look for a 2FA or Multi-Factor Authentication option within your security settings.

  • Follow the prompts to link your account to an authenticator app or phone number.

  • This extra step ensures that even if your password is compromised, your account remains protected.

Managing payment methods and billing

Keeping your payment methods and billing information up to date is crucial for ensuring seamless access to our services without interruption. Accurate billing details help avoid failed transactions and ensure that your invoices reflect the correct information for your records or accounting needs.

Adding or updating payment methods

  • Access the Billing or Payment Methods section from your dashboard.

  • Add a new credit/debit card or update existing card information.

  • Ensure your billing address matches the one linked to your payment provider.

Viewing transaction history

  • Review your past payments, invoices, and subscription statuses.

  • Download receipts or statements if needed for your records.

Account settings

Take control over your account’s behavior and privacy:

Customizing preferences

  • Modify language, time zone, and display settings to tailor your experience.

  • Configure app integrations or connected services if available.

Managing privacy controls

  • Review permissions on data sharing, ad preferences, and visibility of your profile information.

  • Adjust settings to limit who can see your profile or activity.

Logging out safely

Logging out of your account properly helps protect your personal information and prevents unauthorized access, especially when using shared or public devices. Always make sure to sign out after finishing your session to keep your account secure.

  • Find the Logout or Sign Out button—typically located in the top menu or account dropdown.

  • Confirm you want to log out, and close your browser or app afterward.

Troubleshooting common account issues

If you experience any problems managing your account, these solutions might help:

Issue

Possible Cause

How to Fix

Unable to log in

Incorrect password or username

Use “Forgot Password?” or check your credentials

Email notifications not received

Spam filter or wrong email address

Check spam folder and update your contact email

Payment method declined

Expired card or insufficient funds

Update payment info or contact your bank

Account locked or suspended

Security concerns or policy violations

Contact customer support for assistance

Conclusion

Managing your personal account is straightforward once you know where to look and what steps to take. Regularly updating your information and security settings will keep your account safe and tailored to your needs. Explore your dashboard today to take full control of your account experience!


Julian Park

Marketing Analyst

Julian Park is a data-led performance marketer specializing in paid acquisition and growth funnels. He explores the intersection of analytics, automation, and creative testing.

Julian Park

Marketing Analyst

Julian Park is a data-led performance marketer specializing in paid acquisition and growth funnels. He explores the intersection of analytics, automation, and creative testing.

Julian Park

Marketing Analyst

Julian Park is a data-led performance marketer specializing in paid acquisition and growth funnels. He explores the intersection of analytics, automation, and creative testing.

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Frequent questions

These questions are asked by many of our users

Customer Centric

Frequent questions

These questions are asked by many of our users

Frequent questions

These questions are asked by many of our users

Why choose Opsium over other solutions?

1. Fast onboarding and data import at our cost — no implementation fees or lengthy setup projects. 2. We excel at operational intelligence. Proper rate management by person, role, project or rate-card with multi-currency support. Proactive alerts before problems hit. Complete change history tracking for all projects and team modifications at any moment with correct calculations even when rates change mid-month multiple times. 3. You get accurate real-time operational visibility across your entire service business. Most importantly, we provide data orchestration, not just fetching it — your systems work together intelligently All that tedious but critically important work for data accuracy is worth automating. And Opsium does it for you!

Can I try Opsium before committing?

Absolutely. We start with a guided trial where we meet with your team and demonstrate how Opsium works with your specific use case. After the demo, you get a 14-day trial period with a demo environment where you can upload your actual data and explore our platform. This hands-on experience lets you see exactly how Opsium would work for your company before making any commitment.

Do we need to switch from our current tools?

No, Opsium empowers your existing business setup instead of replacing it. Keep using Jira for projects, QuickBooks for accounting, and your favorite time tracker. Opsium sits on top, connecting everything and filling the gaps—like resource planning, bench management, and profit forecasting—that your current tools don't handle. That said, you can also choose to use only Opsium for capacity management and planning to save costs on additional tools like Teamdeck or Float.

Can I import data from my existing spreadsheets and tools?

Yes, with one click. Upload your Excel files, CSV exports, or simply connect to your current tools and Opsium will do everything for you. Our smart import maps your data automatically—handling years of history and multiple currencies. Most clients import 2-3 years of data in under an hour.

What integrations does Opsium support?

We integrate with tools you already use: Google Workspace, Jira, Tempo, QuickBooks, Clockify, Slack, Notion, BambooHR, and more. More importantly, we orchestrate between them—when someone tracks time in Jira, it automatically flows to capacity planning, profitability reports, and all system analytics. No manual data transfer needed.

What kind of support do you provide?

Our success team is available to guide you through setup, integrations, and best practices. Support team is available via email for critical issues throughout the week, with all incidents prioritized and added directly to the development pipeline.

How do you handle our sensitive data?

We use bank-level encryption. Your data is stored in AWS with automatic backups, and we never share it with third parties. Furthermore, we follow best practices for data protection and privacy compliance. Role-based permissions ensure only authorized team members see compensation and margin data.

Can different roles access different information?

Yes. CEOs see high-level dashboards, CFOs access financial data, Project Managers view their team's capacity, while team members only see their own schedules. Sensitive data like salaries and margins are restricted by role. Everything is configurable by you to match your organization structure.

How does Opsium pricing work?

We use simple per-team-member pricing with no role differentiation—everyone counts the same whether they're a CEO or developer. Our mission is helping service companies grow through the value we provide. As you grow, we grow together—it's a true partnership. Detailed pricing is available on our website.

Why choose Opsium over other solutions?

1. Fast onboarding and data import at our cost — no implementation fees or lengthy setup projects. 2. We excel at operational intelligence. Proper rate management by person, role, project or rate-card with multi-currency support. Proactive alerts before problems hit. Complete change history tracking for all projects and team modifications at any moment with correct calculations even when rates change mid-month multiple times. 3. You get accurate real-time operational visibility across your entire service business. Most importantly, we provide data orchestration, not just fetching it — your systems work together intelligently All that tedious but critically important work for data accuracy is worth automating. And Opsium does it for you!

Can I try Opsium before committing?

Absolutely. We start with a guided trial where we meet with your team and demonstrate how Opsium works with your specific use case. After the demo, you get a 14-day trial period with a demo environment where you can upload your actual data and explore our platform. This hands-on experience lets you see exactly how Opsium would work for your company before making any commitment.

Do we need to switch from our current tools?

No, Opsium empowers your existing business setup instead of replacing it. Keep using Jira for projects, QuickBooks for accounting, and your favorite time tracker. Opsium sits on top, connecting everything and filling the gaps—like resource planning, bench management, and profit forecasting—that your current tools don't handle. That said, you can also choose to use only Opsium for capacity management and planning to save costs on additional tools like Teamdeck or Float.

Can I import data from my existing spreadsheets and tools?

Yes, with one click. Upload your Excel files, CSV exports, or simply connect to your current tools and Opsium will do everything for you. Our smart import maps your data automatically—handling years of history and multiple currencies. Most clients import 2-3 years of data in under an hour.

What integrations does Opsium support?

We integrate with tools you already use: Google Workspace, Jira, Tempo, QuickBooks, Clockify, Slack, Notion, BambooHR, and more. More importantly, we orchestrate between them—when someone tracks time in Jira, it automatically flows to capacity planning, profitability reports, and all system analytics. No manual data transfer needed.

What kind of support do you provide?

Our success team is available to guide you through setup, integrations, and best practices. Support team is available via email for critical issues throughout the week, with all incidents prioritized and added directly to the development pipeline.

How do you handle our sensitive data?

We use bank-level encryption. Your data is stored in AWS with automatic backups, and we never share it with third parties. Furthermore, we follow best practices for data protection and privacy compliance. Role-based permissions ensure only authorized team members see compensation and margin data.

Can different roles access different information?

Yes. CEOs see high-level dashboards, CFOs access financial data, Project Managers view their team's capacity, while team members only see their own schedules. Sensitive data like salaries and margins are restricted by role. Everything is configurable by you to match your organization structure.

How does Opsium pricing work?

We use simple per-team-member pricing with no role differentiation—everyone counts the same whether they're a CEO or developer. Our mission is helping service companies grow through the value we provide. As you grow, we grow together—it's a true partnership. Detailed pricing is available on our website.

Why choose Opsium over other solutions?

1. Fast onboarding and data import at our cost — no implementation fees or lengthy setup projects. 2. We excel at operational intelligence. Proper rate management by person, role, project or rate-card with multi-currency support. Proactive alerts before problems hit. Complete change history tracking for all projects and team modifications at any moment with correct calculations even when rates change mid-month multiple times. 3. You get accurate real-time operational visibility across your entire service business. Most importantly, we provide data orchestration, not just fetching it — your systems work together intelligently All that tedious but critically important work for data accuracy is worth automating. And Opsium does it for you!

Can I try Opsium before committing?

Absolutely. We start with a guided trial where we meet with your team and demonstrate how Opsium works with your specific use case. After the demo, you get a 14-day trial period with a demo environment where you can upload your actual data and explore our platform. This hands-on experience lets you see exactly how Opsium would work for your company before making any commitment.

Do we need to switch from our current tools?

No, Opsium empowers your existing business setup instead of replacing it. Keep using Jira for projects, QuickBooks for accounting, and your favorite time tracker. Opsium sits on top, connecting everything and filling the gaps—like resource planning, bench management, and profit forecasting—that your current tools don't handle. That said, you can also choose to use only Opsium for capacity management and planning to save costs on additional tools like Teamdeck or Float.

Can I import data from my existing spreadsheets and tools?

Yes, with one click. Upload your Excel files, CSV exports, or simply connect to your current tools and Opsium will do everything for you. Our smart import maps your data automatically—handling years of history and multiple currencies. Most clients import 2-3 years of data in under an hour.

What integrations does Opsium support?

We integrate with tools you already use: Google Workspace, Jira, Tempo, QuickBooks, Clockify, Slack, Notion, BambooHR, and more. More importantly, we orchestrate between them—when someone tracks time in Jira, it automatically flows to capacity planning, profitability reports, and all system analytics. No manual data transfer needed.

What kind of support do you provide?

Our success team is available to guide you through setup, integrations, and best practices. Support team is available via email for critical issues throughout the week, with all incidents prioritized and added directly to the development pipeline.

How do you handle our sensitive data?

We use bank-level encryption. Your data is stored in AWS with automatic backups, and we never share it with third parties. Furthermore, we follow best practices for data protection and privacy compliance. Role-based permissions ensure only authorized team members see compensation and margin data.

Can different roles access different information?

Yes. CEOs see high-level dashboards, CFOs access financial data, Project Managers view their team's capacity, while team members only see their own schedules. Sensitive data like salaries and margins are restricted by role. Everything is configurable by you to match your organization structure.

How does Opsium pricing work?

We use simple per-team-member pricing with no role differentiation—everyone counts the same whether they're a CEO or developer. Our mission is helping service companies grow through the value we provide. As you grow, we grow together—it's a true partnership. Detailed pricing is available on our website.

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Can't find an answer?

Trusted by creators and innovators alike, our tools power growth, streamline workflows, and drive real impact across every industry.

Man pointing finger top

Can't find an answer?

Trusted by creators and innovators alike, our tools power growth, streamline workflows, and drive real impact across every industry.

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The Operating System For Your Service Business

© Opsium — 2025-2026. All Rights Reserved.

The Operating System For Your Service Business

© Opsium — 2025-2026. All Rights Reserved.

The Operating System For Your Service Business

© Opsium — 2025-2026. All Rights Reserved.