From the profile, you can edit your personal details in the following simple steps
To update your profile, navigate to Settings->My Profile from the left navigation menu.
Under My Profile you can add the following:
- First and Last Name
- Phone Number
- Email Address
- Photograph
- Title
- Team or Personal Logo
- If you use a different website than your Home Office, you can add it under the company website
- If you use a different office address than your Home Office, you can add it under the company address
- If you use a different business name than your Home office, you can add it under the company name
Note: The profile information will be used on the cover page of the PDF reports like RTQ Report, IPS Report, Proposal etc.
Once, you've add the information click on save button to save the changes
