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Managing My Profile
Updated over a year ago

Step-By-Step Guide to Accessing Your Profile Settings

1. Access Dashboard Settings:

Hover over the navigation bar on the left side of the dashboard. At the very bottom, you'll find a section displaying your name, email, and photo. Click on this section. A menu will pop up; select 'Settings'.

2. Navigate to the My Profile Tab:

On the left-hand side, under the 'My Account' category, click on 'My Profile'.

Managing Your Basic Info

This segment pertains to managing your personal information including your name, phone number, gender, and birthday.

1. Edit Your Personal Information:

Click on the 'Edit' button to the right of each field you want to update. This will open a text editor where you can modify the current details.

2. Set Your Phone Number:

Input your phone number in the designated area after using the country code dropdown to select the correct country.

3. Indicate Your Gender:

Choose from male, female, or other if you identify as non-binary or non-identifying.

4. Select Your Birthday:

Use the calendar widget in the birthday field to set your birth date.

5. Save Changes:

After modifying each detail, click on 'Save' at the end of each row to apply changes.

6. Update Your Profile Picture:

Hover over the picture next to your name to view the camera icon. Click on this, upload a new image file, and adjust it as needed. This will be your picture throughout the platform. Click 'Save' when done.

Managing Your Login Info

This section allows you to update your username and password.

1. Edit Your Username and Password:

Click 'Edit' on the far right of the username and password fields to change your login information. Remember, your username is identical to your login email.

2. Save Changes:

After making necessary modifications, click 'Save' before exiting the settings to ensure the changes are applied.

Managing My Preferences

This section includes essential settings for your platform experience, including default application, date format, language, and time zone.

1. Set Your Default Home Page:

To alter the default application that opens upon login, click 'Edit' on the right. By default, this is set to 'Dashboard', but you can change it as per your preference.

2. Change Date Format:

If the default U.S. date format (MM/DD/YYYY) doesn't suit you, click 'Edit' to choose a format that matches your locale.

3. Choose Your Language:

Language is set to English by default, but you can choose your preferred language from the dropdown menu that appears after clicking 'Edit'.

4. Adjust Your Time Zone:

Select your time zone from the dropdown menu. As you choose, a preview of the current time in that zone will appear.

5. Save Changes:

Ensure to click 'Save' at the end of each row after making changes to your preferences.

Custom Emails

You can add custom emails in this section with domains that you have validated using 'Custom Email Domains'. More information on this process can be found here.

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