When to Use This
You moved and need to update your address
You changed your phone number or email
You need to update your banking information for direct deposit
Your tax information has changed
You want to add or update your profile picture
You need to update emergency contact information
Step-by-Step Walkthrough
Accessing Your Profile
Log in to Sequifi. You'll land on your dashboard after signing in.
Look in the upper right corner of the screen. You'll see a circle with your initials (the first letter of your first name and the first letter of your last name).
Click on your initials. A dropdown menu appears with three options.
Select "View Profile." This opens your full profile page where you can view and edit your information.
Updating Personal Information
On your profile page, find the Personal Information section. This is typically the first section you see.
Look for an "Edit" button or pencil icon. Click it to enable editing.
Update your information as needed:
Name – Your first and last name
Date of Birth – Your birthday
Email – Your primary email address
Secondary Email – An additional email if needed
Phone Number – Your contact number
Save your changes. Click the save button to confirm your updates.
Updating Your Address
Find the address section in your profile.
Click "Edit" to make changes.
Start typing your new address. Sequifi uses a dropdown that suggests addresses as you type. Select your address from the list if it appears.
If the dropdown doesn't work, click "Enter Manually." This allows you to type in your address, city, state, and ZIP code directly.
Verify all address fields are complete:
Street address
City
State
ZIP code
Mark it as your home address if prompted.
Save your changes.
Updating Emergency Contact Information
Look for the emergency contact section in your profile.
Click "Edit" to make changes.
Enter or update the information:
Emergency contact name
Relationship
Phone number
Save your changes.
Updating Your Profile Picture
Find the profile picture area. This is usually near the top of your profile, showing your current picture or a placeholder.
Click on the picture or the "Upload" option.
Select an image file from your computer. Choose a clear photo that shows your face.
Wait for the upload to complete.
Verify the new picture appears. Your profile picture will update across Sequifi.
Updating Additional Information
Depending on your company's setup, you may have additional fields to update:
Look for sections like:
Vehicle information (if you use a vehicle for work)
Housing type (single, married, etc.)
Other custom fields your company uses
Click "Edit" on the relevant section.
Update the information as needed.
Save your changes.
Updating Tax Information
Your tax information determines how your pay is reported and processed.
Click on the "Tax Info" tab in your profile.
Review your current tax setup. You'll see whether you're set up as an individual or a business entity.
To update, click "Edit."
For individuals:
Verify or update your Social Security Number
This is used for 1099 reporting
For business entities:
Select "Business" as your tax type
Enter your business name
Select your business type (LLC, Corporation, etc.)
Enter your EIN (Employer Identification Number)
Save your changes.
Important: Tax information affects how your income is reported. Make sure this information is accurate.
Updating Banking Information
Your banking information determines where your pay is deposited.
Click on the "Banking" tab in your profile.
Review your current banking setup. You'll see your bank name and account details (partially hidden for security).
To update, click "Edit."
Enter your new banking information:
Bank Name – The name of your bank
Routing Number – Your bank's 9-digit routing number
Account Number – Your account number
Confirm Account Number – Re-enter to verify
Account Type – Select checking or savings
Double-check all numbers carefully. Incorrect banking information can delay your pay.
Save your changes.
Important: After updating banking information, payments may take one pay cycle to update. Contact your admin if you have concerns about timing.
Changing Your Password
Click on your initials in the upper right corner.
Select "Reset Password" or "Change Password." The option may also be available within your profile.
Enter your current password.
Enter your new password. Choose something secure that you'll remember.
Confirm your new password. Re-enter it to verify.
Click "Change Password."
Use your new password the next time you log in.
What You Can See in Your Profile
Beyond editing, your profile gives you access to important information:
Organization Tab View your current:
Position
Department
Manager
Office
Team
Agreement details
Commissions Tab View your:
Commission structure
Base percentages
Product-specific rates
Override percentages
Tier structures (if applicable)
Documents Tab Access signed documents like:
Rep agreement
W-9
Background check authorization
Addendums
Other signed paperwork
Network Tab View your:
Org chart showing who you report to and who reports to you
Downline connections
Recruiting relationships
Payroll History Access from your profile to see:
Past pay stubs
One-time payments
Tips and Common Mistakes
Keep your information current. Outdated contact information can cause you to miss important communications.
Double-check banking details. Incorrect routing or account numbers can delay your pay. Verify everything before saving.
Use the address dropdown when possible. Selecting from the dropdown ensures your address is formatted correctly. Only use manual entry if the dropdown doesn't find your address.
Update tax info if your situation changes. If you form an LLC or change how you receive income, update your tax information accordingly.
Don't share your login credentials. Your profile contains sensitive information. Keep your password secure.
Check your documents tab. Make sure all required documents are signed. Unsigned documents may delay your pay or cause compliance issues.
Review your commission structure. Understanding your comp plan helps you know what to expect on your paychecks.
Contact admin for things you can't change. If you need to update your position, manager, or commission structure, those require admin access. Reach out to your admin for help.
Common Questions
What if I can't edit something in my profile? Some information can only be changed by admins, such as your position, manager, or commission structure. Contact your admin if you need changes to those areas.
How long does it take for banking changes to take effect? Banking changes typically take effect on the next payroll run. If you're close to payday, the change may apply to the following pay period.
Can I have multiple bank accounts for direct deposit? This depends on your company's setup. Most configurations use a single bank account. Contact your admin if you need split deposits.
What documents should I see in my Documents tab? You should see any documents you signed during onboarding, such as your rep agreement, W-9, and any addendums. If something is missing, contact your admin.
How do I know if my changes saved? You should see a confirmation message or checkmark after saving. You can also navigate away and come back to verify your updates appear.
What to Do Next
Now that you know how to edit your profile, explore these related topics:
Viewing Your Organization – Understand your position and reporting structure
Managing Banking & Tax Info – More details on financial setup
Viewing Your Documents – Access signed agreements
Password & Security – Keep your account secure
If you have trouble updating your profile or need help with something you can't change yourself, reach out to your manager or our support team and we'll be happy to assist!