Changing personal details in SMSF Sorted

How do I change my personal details in SMSF Sorted?

Overview

Each staff member can update their name and phone details, as well as upload a profile photo. This article will outline how.

Uploading your profile photo

The file can be in JPG or PNG format, should be no larger than 500 x 500 pixels, and not exceed 60KB in file size. If you do not have an image in this format, please contact Support, and they can assist you to reformat an existing logo to fit.
Using freely available tools such as Paint.NET most images can be converted into an appropriate size and format to suit.
  1. From anywhere in SMSF Sorted, click on your User Settings icon in the top left of the screen, and select My Profile.



  2. From the Personal Details tab, you will be able to view the current information.



  3. To change/add a profile photo, click the Change button, and navigate to the folder containing the image you want to use.



  4. Double-click to the photo you want to use, or select then click Open. The profile photo will be updated.


  5. To delete your existing photo and return to the default silhouette, click the Delete button. A Confirmation message will appear. Click Delete on the confirmation message to remove the photo.



Updating personal details

To change name or phone details, simply edit the appropriate field, then click Save.


Please contact Support if you require a change of email address associated with any staff member.



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