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Create a profile

How to create a profile on CryptoBooks.

Diego Lorenzetti avatar
Written by Diego Lorenzetti
Updated over 2 months ago

The creation of your first profile happens when you choose your plan, subscribe it and complete the onboarding process.

The Family plan allows the creation of up to 4 profiles.

Follow these simple steps to add and manage multiple profiles (only available for Family plan).

  1. Click on the Your Account at the top right corner of your screen

  2. Click on New Profile

  3. Now type the name you want to assign to the profile in the designated space, then press the Create button.

  4. You will see a pop-up informing you that the profile has been successfully created. Press Ok Close to finish.

  5. The profile management procedure is the same as written above

  6. To switch from one profile to another, click on the profile you want to access from the drop-down menu Your Account

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