Setting Up Your Profile

What is this page about: How to set up your Light profile before submitting your first expense, including your personal details, banking information for reimbursements, and notification preferences.

On this page

• Personal details
• Banking information
• Notification preferences
• What happens next
• Related Articles

Note: To access reimbursements in Light, your account needs the Reimbursement access role. If you don't see reimbursement options, ask your admin to assign this role.

# Personal details

1. Click the gear icon to open Settings.

2. Select Profile.

3. Update what you can:

   • Phone number (optional, used for notifications)
   • Address (optional, autofills from a map lookup as you type)
     • Country (optional)
     • State (optional, depends on the country you select)
     • City (optional)
     • ZIP / postcode (optional)

Your full name is shown here but locked. If it needs changing, ask an admin. They're the only ones who can edit it. The same applies to your email address.

For reimbursements to land correctly, make sure the name on file matches the name on your bank account. Light doesn't check this automatically, so it's worth confirming yourself.

# Banking information

Light needs your bank details to send reimbursements once an expense is approved. You only set this up once.

1. In Settings → Profile, go to your reimbursement details.

2. Enter:

   • Currency: the currency you want to be reimbursed in
   • Bank Country
   • IBAN plus BIC/SWIFT (for banks that use IBAN), or Account Number and Routing Number (for US banks)
   • Some countries, including the UK, Sweden, Denmark, Norway, and Czechia, use their own domestic account and routing codes instead of IBAN. Light shows the right fields once you select your bank country.

3. Double-check everything before saving. Light uses these details to send your reimbursements.

4. Click Save.

Light automatically fills in your bank's name and address from your IBAN or routing number, so you don't need to enter them yourself.

Your banking details are only used to send you reimbursements.

# Notification preferences

Control how Light contacts you.

1. In Settings → Profile, go to Notifications.

2. Choose your channels:

   • Web push: notifications inside Light when you're logged in
   • Mobile push: alerts on your phone, if you use the Light mobile app
   • Email
   • Slack: if your company connects it
   • Microsoft Teams: if your company connects it, separate from Slack

3. Choose which updates you want to hear about, for example reimbursement status, task assignments, or card notifications.

4. Click Save.

# What happens next

Once your profile is set up, you're ready to submit your first expense. Head to Submitting an Expense for Reimbursement to get started.

# Related Articles

• Welcome to Light
• Navigating Light as an Employee
• Submitting an Expense for Reimbursement
• Tracking Your Reimbursement Status

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