Setting Up Your User Profile
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Learn How to Setup Your Personal User Profiles and Company Profiles on the Profile Page.
Publish Date: 11/2/2018
Setting Up Your User Profile Transcript
To edit your User and Company Profile information, click on the drop down menu in the upper right hand corner, and select Profile.
The first section on the Profile page is your User profile where you can change your user name, the email address that’s used to login to the software.
You can also upload a Profile Image which will be used to identify you on the communication & collaboration tools throughout the software.
Next, you can setup your Company Contact Information including your Company Email, Phone #, and company website, as well as upload your Company logo. This company information and logos will be presented on all of the reporting options throughout the software.
Once your edit your Profile or Company Information be sure to click 'Save which will save and update your Profile info throughout the software.