How to edit the user profile

This article will cover how to edit the individual users details, profile picture, and password.

Accessing the user profile information

  • On the top right corner of the screen click your name
  • From the list, select User Profile

  • To add a profile image click the green pencil icon
  • Name will automatically be populated - it can edited to a nickname
  • Click the flag to edit the phone number region
  • Click the small black pencil to edit the password 
A shared account might be called Sales Team or East Coast Team

  • Click the green tick to save all of the changes 
  • Click the x on the top right of the menu to exit

All of the above displays on both the flyer and site plan. Edit accordingly based on your organizational needs.