Updating Profile & Company Details

Introduction

The Profile module is a central hub for managing your user-specific information and settings. It provides tools to customize and maintain personal and company-related details, ensuring the experience with the software is tailored to your specific needs and preferences.

View and Edit Personal Details

Step 1: Click on the Profile icon.

Step 2: Select My Profile.

Step 4: On the My Profile page, you can view your Personal Details, User Role, First Name, Last Name, Email, and Contact Number.

Step 5: Click on any of the text fields to change the details.

Step 6: After making the desired changes, click Save. 

Note: Email ID cannot be updated or changed.

Edit Profile Picture

Step 1: Click on the profile icon and then on My Profile.

Step 2: Now select from Company Details or Personal Details.

Step 3: Click on Change under the profile picture icon.

Step 4: The company profile picture will now be updated.

Note: Select a JPEG, JPG, or PNG file for your new profile picture. The file size should not exceed 500x500 px (60KB).

Delete Profile Picture

Step 1: Click on the profile icon and then on My Profile.

Step 2: Now select from Company Details or Personal Details.

Step 3: Click on Delete to remove the existing profile picture.

Step 4: Click on Delete to confirm your action from the appearing pop-up.

Step 5: You will now receive a confirmation message on your screen.

View Company Details

Step 1: Click on the Company Details tab.

Step 2: Details like Company Name, Business Type, Industry Description, ABN, Address, Country, State/Territory, City, and Postcode will be displayed.

Step 3: You can change any of the available details by clicking on the text box. 

Step 4: Click on the Change icon to change or add a company profile picture.

Step 5: Click on Delete to remove the existing company profile picture.

Note: Company Name, Industry Description, and ABN cannot be changed.

For security purposes, it is important to change passwords from time to time. Follow the steps given below to change your password.

How to Change Password

Step 1: Click on the Profile icon.

Step 2: Select My Profile.

Step 3: Click on the Change Password tab.

Step 4: On the appearing page, add your Current Password, New Password, and Confirm Password.

Step 5: Click Save.

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To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

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