Keeping your information clearly updated with Joy Pilot helps streamline collaboration, secure your account, and ensures accurate records. This guide shows you how to manage details about yourself—including your role, personal details, contact information, tax references, profile images, and passwords.
Accessing Your User Profile
To view or edit your profile details:
Click your name located at the top-right corner of the Joy Pilot dashboard.
Select 'My Profile' from the dropdown menu.
Updating Your Role and Personal Information
Role in Company
Clearly indicate your role within your business (for example, CEO, Director, Engineer, Trainer).
To update your company's role:
In the left-hand panel (top left), click the green Edit button below your name.
Enter your role clearly or leave it blank if preferred.
Click Update.
Note: Your role within the company is only displayed here on your user profile, not elsewhere in Joy Pilot.
Other Personal Info (Optional)
Typically, these fields can remain blank for standard software-only users, but occasionally, your accountant or payroll provider might require additional personal information to ensure compliance or support payroll processes. In this section, you can securely record:
Date of Birth
Gender
Marital Status
Primary nationality and secondary nationality (if you hold dual citizenship)
Work Visa details (typically required only if you need a valid work permit or visa in your country of employment; leave blank if not applicable)
Previous Name (if changed within the past 20 years)
Note: When entering or updating these additional details for security purposes, you might be required to enter your Joy Pilot login email address to confirm changes.
Main Profile Account Information:
1st Tab: Personal Information
Clearly enter your primary personal details, name, and occupation to reflect accurately in Joy Pilot:
Enter or update your full name clearly.
Add or update your occupation or job title clearly.
Click 'Save Changes' to record the updates.
Email Addresses & Notifications
Your email settings keep you informed and enable secure Joy Pilot account logins:
❗Your primary email is essential, as this email address receives all system notifications, alerts, and emails directly sent from Joy Pilot. Regularly verify this primary email for accuracy.
Phone Numbers (Optional)
You can choose to add phone numbers for convenient reference:
Select Phone Numbers.
Add, edit, or remove phone numbers as needed.
After edits, click 'Save Changes'.
Note: This section is rarely used by software-only users but is provided for convenience.
2nd Tab: Address
Maintain correct personal and statutory address records within Joy Pilot:
Home Address
Enter your residential home address clearly:
Type your current home address details.
Click 'Save Changes'.
PSC Service Address (UK Only)
A service address for Persons of Significant Control (PSC) is a UK-specific requirement for Companies House:
Clearly enter your PSC address details here (often identical to your home address, but must still be explicitly recorded).
Regularly verify this address to ensure it remains accurate and current.
3rd Tab: Personal Tax Information (Optional)
You may securely store personal tax identification references such as:
National Insurance number (UK) or your local equivalent (social security number or similar).
Relevant local personal taxation identifier, for example: Personal Tax UTR number (Unique Taxpayer Reference number in the UK).
Clearly enter, double-check for accuracy, and then click 'Save Changes'.
4th Tab: Uploading Your Profile Avatar (Optional)
An avatar image personalises your Joy Pilot user profile, making your account instantly recognisable:
Click Change Avatar.
Select Upload Picture, then choose your preferred profile image from your device (JPEG, PNG, or GIF formats recommended).
Use Joy Pilot’s built-in editing tools to crop or resize the image as required.
Click Save to confirm your new avatar.
Joy Pilot uses a default generic avatar image if you do not upload your own.
5th Tab: Changing Your Password
For account security, change your password regularly:
In Change Password, clearly type your current password into the indicated box.
Enter your desired new password clearly.
Re-enter your new password for confirmation.
Click Save to apply your new password securely to your account.
6th Tab: NZ USERS ONLY: Personal Bank Account Details
❗If you're a New Zealand user, you'll have the option to enter your personal bank account details.
This optional feature allows NZ users to manage personal payments directly from their business bank account.
For more information, see Paying Yourself Directly from Takings: NZ.
Conclusion
By regularly ensuring your information remains accurate, you enjoy a smoother, more secure user experience within Joy Pilot.
For additional guidance on managing your user settings and profile or for further assistance on using Joy Pilot effectively, please browse our comprehensive collection of help articles or reach out directly to our friendly support team.