Changing your profile information is crucial for maintaining accuracy and relevance. Personal details like contact information, job roles, or preferences may evolve, and having the flexibility to update these ensures that the platform can provide more tailored and efficient services. It also enhances security, as users can promptly address outdated or incorrect data, reducing miscommunication or unauthorized access risks.
Access the profile manager
Click your name from the top-right corner.
Click Manage your profile.
Change the language in the platform
Select the dropdown below to choose the platform’s language.
Change your profile information
You can change the information below:
*Name
Prefix
*First name
*Middle name
*Last name
Suffix
Introduction text
*Phone
Linkedin
URL to book a demo with you. This is online meeting planner.
Teams chat link. This will add a button on your virtual business card that will open a direct chat with you on teams if you use this link format: https://teams.microsoft.com/l/chat/0/0?users=user@domain.com.
*To change these fields, contact your admin.
Enter a type of signature
Select the dropdown under Signature to enter a type of signature, so that it can be used in proposals. You can choose:
Draw your signature
Type your signature
Upload a file
NOTE: Select Save to save the changes you’ve made to your profile.