Settings is where you manage account-level and company-level information.
The main Settings tabs are:
Personal profile
Companies
Team members
Plan & Billing
Notifications
Security
Inside a company, you may also see:
Company Details
General
Signatures
Bank Account Details
Use Personal profile to update your own information.
Use Companies to view the companies you belong to, see your role, check company status, or add a new company.
Use Company Details to manage information used across Undo, including company name, registered address, jurisdiction, company number, incorporation date, UTR, HMRC reference, VAT, PAYE, website, and social links.
Some company details may affect SEIS / EIS applications, documents, investor materials, and company records. If a field is used in a submitted application or document, changing it may not update past submissions automatically.