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Manage your profile, companies and team access in Fiduly

This guide explains how to manage your Fiduly profile, edit your personal details, change your password, enable options, create a company, share access with your team or fiduciary, and customize your documents.

These settings are important to get started properly with Fiduly, set up your workspace, and prepare your accounting, invoicing and user access.

For advanced accounting settings, also see the guides managing accounting in Fiduly, managing VAT with Fiduly and Swiss invoicing software.

Modify my personal information

Go to the top right of the home page and click on “My profile” in the drop-down menu.
Menu Mon profil dans Fiduly
On the “My profile” page, I can enter, modify my name, my email address, my telephone number and the desired language. Press “Save” to validate the changes.
Modification des données personnelles dans Fiduly

Change password

Go to the top right of the home page and click on “My profile” in the drop-down menu.
Menu Mon profil dans Fiduly
Then click on “Change password” tab. Enter your new password, confirm it and press “save”.
Changement du mot de passe dans Fiduly

Manage subscription options

Go to the top right of the home page and click on “My profile” in the drop-down menu.
Menu Mon profil dans Fiduly
Then click on “Subscriptions”. Check or uncheck the desired options (eCommerce module, inventory management module, salary management module) and confirm by pressing “Save”.
Options souscrites dans le profil Fiduly

To learn more, also see the pages order and inventory management and Swiss payroll software.

Add a new business/company

Go to the top right of the home page and click on “Add new business” in the drop-down menu.
Menu Mon profil dans Fiduly
Fill in the general information and click on “Next”
Création d’une nouvelle société dans Fiduly
Leave the default Accounting information and click on “Next”. (Fiduly offers you a complete accounting chart adapted to your legal form. You can also at this stage, choose to duplicate the accounting chart of another company in your space.)
Configuration du plan comptable lors de la création d’une société
Fill in the VAT information and click on “Next”
Configuration TVA lors de la création d’une société
Choose a sector and upload your logo, then click on “finish”. if you skip the logo at this stage, you can add your logo later by going to the “Settings”/”Business profile” page. 
Ajout du logo lors de la création d’une société

Share access with my team or fiduciary

On the left side navigation menu, click on “Settings”
Paramètres équipe dans Fiduly
Add the email address of the collaborators with whom you want to share access.
Ajout d’un collaborateur ou d’une fiduciaire dans Fiduly
Define the access rights by categories (not shared, read, write, delete) and click on “Share”.If the person already has a Fiduly account, enter the email address with which he/she created the account.The person will receive a confirmation email if they already have a Fiduly account or a link to create a Fiduly account.For security reasons, he/she must create an account with the same email address to have access to your space.

First steps with Fiduly

1- Start by creating a company. (See the question “How to add a company”).

 

2- Then configure your company’s bank account. Choose “Bank Accounts” in the navigation menu.
Fill-in your IBAN and account information, and click on “Save”
Configuration du compte bancaire dans Fiduly
3- Familiarize yourself with your accounting chart. Go to “Settings” in the navigation menu, and click on “Accounting Chart”.
Plan comptable dans Fiduly
4- Enter the default value for invoices. Go to in the navigation menu, and click on “Settings”, then choose the “Invoicing” tab.
Paramètres de facturation par défaut dans Fiduly

Une fois ces étapes réalisées, vous pouvez créer vos premières factures, enregistrer vos dépenses et suivre votre comptabilité dans Fiduly.

Customize logo, margins and recipient address on documents

On the left side navigation menu, click on “Settings” :
Paramétrage du logo et des marges dans Fiduly
On this page you can:
  • Delete/replace your logo
  • Position your logo on the different letter templates by moving it horizontally and vertically
  • Change the position of the recipient’s address by moving it horizontally and vertically, which can be useful if you use window envelopes
You visualize the changes in real time. 
Press “Update” to save your changes
Personnalisation de l’adresse du destinataire dans Fiduly

Frequently asked questions about Fiduly profile and access

From the Fiduly home page, click “My profile”. You can then edit your name, email address, phone number and language, then save.

From “My profile”, click “Change your password”, enter your new password, confirm it, then save.

Yes. Fiduly allows you to add a new company from your workspace. You can then configure its general information, chart of accounts, VAT and documents.

Yes. From your company settings, you can invite your fiduciary or a member of your team and define their access rights.

You can define rights by category, for example not shared, read, write or delete.

Yes. Fiduly allows you to change the logo, margins and recipient address position on your documents.

It is recommended to create your company, configure your bank account, check the chart of accounts and define the invoicing settings before creating your first invoices or expenses.

Resources related to Fiduly setup

To go further, also see the guides related to setup, accounting, VAT, expenses and invoicing.