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INVESTOR User Profile

Updated over a month ago

FAQs - Your user profile

Q What is my user profile?

Your User Profile module can be accessed via the left-hand sidebar, and is the place where we store all relevant information about you as a user, including email contact address, passwords, telephone number, 2-factor authentication settings, profile picture, LinkedIn link etc

My email address

This is the email that you used when you registered onto the platform. If it has been verified this will be shown.

My password

You set up your password when registering your account.

To change your password, you need to go to User Profile in your left hand side-bar:

... and enter your current password, enter a new password, confirm your changed password and click on "Reset Password"

you will then receive an email confirming that your password has been successfully changed.

My telephone number

One of the methods of the 2FA is through the phone number. You will be asked for your telephone number during the process. You can click here to check out our article on that. If your phone number has been verified, you'll see this.

My LinkedIn address

You are invited to add your LinkedIn address to your user profile. This will be used to tailor our platform to your needs, and enrich the services we offer our companies, advisors and investors. We do not ask you for your username or password, and only use the information you have chosen to make publicly available through that platform.

My headshot pic

How do I add my headshot pic?

We would like you to personalize your account with your headshot pic. To upload a headshot pic, follow the steps below

Step 1:Access your User Profile from the sidebar.

Step 2: You can then click on your profile pic:

Step 3: You are then asked to upload a profile pic:

Click on Save. The image would appear in your profile and across the platform

My 2-factor authentication

To add 2-factor authentication ("2FA") to your user profile, please click here:

Please click on the indent above to expand for more information.

Q: Where can I access my User Profile?

You can access your user profile from your left hand sidebar.

Q: What information do I require for my user profile?

Your company email address, a headshot pic to upload, your mobile number (for 2-factor authentication) and your LinkedIn address are what is required for your user profile.

Q: Why do you require my LinkedIn address?

So that we can bespeak the platform to your requirements to provide you more value. We do NOT require your username or password - we access only your publicly available information.

Q: Why do you require my headshot?

We require your headshot to add your picture into various modules, and to avoid asking you for multiple uploads of your headshot pic to complete questions in, for example, the Directors' Questionnaires.

Q: Can I link my account to multiple social profiles?

No, you can't link your account to social media profiles.

Q: Can I see the login history for my profile?

Each time you login, a notification email is sent to you.

Q: What do I do if I notice suspicious activity on my account?

The likelihood of this occurring is extremely low. If it does, make sure your 2FA is activated, you can also change your password and contact support

Q: Can I delete my account?

Yes. You can do that in Company Settings. Click here for info on that.

Q: Can i still recover my data if I delete my account?

Unfortunately, you can't. Check our Data and Cyber Security article here

Q: Where can I access my user profile?

You can access your user profile through the left-hand sidebar.

Q: Can I change my email address?

No, the email used during registration is fixed so you can't change it.

Q: Can I upload a profile picture?

Yes, you can upload a headshot, which will appear across the platform.

Q: What file formats are accepted for profile pictures?

Most standard image formats like JPEG and PNG are accepted.

Q: Can I see my current password in the profile?

No, your password is not visible, but you can reset it if needed.

Q: What is 2-factor authentication (2FA)?

2FA adds an extra layer of security by requiring a second form of verification.

Q: How do I know if my email has been verified?

As long as you have completed the registration process, your email is verified.

Q: Can I change my LinkedIn link after adding it?

Yes, you can update or remove your LinkedIn link in your user profile.

Q: Can I update my company’s details from my profile?

No, company details are managed in the Company Settings section, not the User Profile.

Q: How can I contact support if I have trouble updating my profile?

You can click the button at the bottom right of the website to send messages and ask questions(24/7) or you can email support@diligentsia.co.uk.

Q: Why is my profile picture important?

It is used across the platform to represent you in interactions with clients.

Q: How do I verify my phone number?

Enter it in the profile settings, and follow the steps to verify via SMS or call.

Q: Can I deactivate 2-factor authentication later?

No, you can't deactivate 2FA.

Troubleshooting

Q: Why can’t I access my User Profile from the sidebar?

A: Ensure you are logged into your account. If the sidebar isn’t visible, try refreshing the page or logging in again.

Q: What should I do if I can’t update my profile information?

A: Double-check your input for errors. If the issue persists, clear your browser cache or contact support for assistance.

Q: Why isn’t my profile picture uploading?

A: Ensure the image file is in a supported format (JPEG or PNG) and is under the size limit (5MB). If it still doesn’t work, try a different browser.

Q: Can I use a personal email instead of my company email for my profile?

A: No, you must use your company email as it is linked to your registration and platform permissions.

Q: Why is my phone number not verifying?

A: Check if the number is entered correctly and ensure you have network connectivity to receive the SMS or call. If issues persist, contact support.

Q: How do I fix an incorrect LinkedIn link in my profile?

A: Navigate to your profile settings, edit the LinkedIn field, and save the updated link.

Q: Can I use a different profile picture for each module?

A: No, the uploaded profile picture will be used across all modules on the platform.

Q: Why can’t I see my password in the User Profile?

A: For security reasons, passwords are not visible. If you forget your password, you can reset it from the profile settings.

Q: What should I do if I don’t receive the email confirmation after changing my password?

A: Check your spam or junk folder. If you still don’t receive the email, contact support.

Q: Can I recover my profile if I accidentally delete it?

A: No, deleted profiles cannot be recovered. Be sure to back up any necessary data before deletion.

Q: Why can’t I update my company’s details from my User Profile?

A: Company details are managed in the Company Settings section, which is separate from the User Profile.

Q: Can I temporarily deactivate my profile?

A: No, profiles cannot be temporarily deactivated. You can delete your profile if necessary, but this action is permanent.

Q: Why is 2FA required for my profile?

A: Two-factor authentication enhances security by adding an extra layer of verification, protecting your account from unauthorized access.

Q: What should I do if my 2FA code isn’t working?

A: Ensure the code is entered correctly and hasn’t expired. If the issue persists, reset your 2FA settings or contact support.

Q: Can I change my phone number used for 2FA?

A: Yes, you can update your phone number in your User Profile and re-verify it through SMS.

Q: How can I check if my profile updates were saved?

A: Refresh your profile page to ensure changes are visible.

Q: What should I do if my profile keeps resetting to default settings?

A: This may be caused by a system issue. Contact Diligentsia support to investigate and resolve the problem.

Q: Can I remove my LinkedIn link from my profile after adding it?

A: Yes, you can edit or delete your LinkedIn link directly from your User Profile settings.

Q: How do I contact support if I face issues with my profile?

A: You can click the support button at the bottom right of the website or email support@diligentsia.co.uk for assistance.

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