Getting to the My Profile/Settings Page

Changing the Information


GETTING TO THE MY PROFILE / SETTINGS PAGE

V2 Users

V1 Users

From your dashboard, click on Settings (gear icon, gold arrow in image below). Choose My Profile from the dropdown menu (pink box in image below).

Click the downward arrow near your profile name (brown arrow in image below). Then click on Settings (blue box in image below).

The My Profile / Settings page will open.

VERSION 2

VERSION 1


CHANGING THE INFORMATION

ALL USERS

Note that you set a treasurer’s email on this page. This is the person who is going to receive all of your billing information. The treasurer will only receive the invoices but the main email will receive everything else related to the account. If not set, the main email will receive the invoices as well. More info in your section below.

V2 Users

V1 Users


V2 Users

We show one example below. However, this is the same process for all items on the My Profile page: first name, last name, street address, city, state, postal code, phone number, email, password, treasurer's info/email.

1. Hover over the item you wish to edit. A blue Edit or Change will appear.

2. Click on the Edit.

3. Update the information.

4. Click Save to keep your changes or X to cancel your action.

Repeat as needed for other items on this page.


V1 Users

1. Each data item has a blue link (see Version 1 image above). Hover over the link and it will turn grey/black.

2. Click on the link.

No matter which link you click on, the following screen will appear:

3. Update your information.

4. Click the green Save button (bottom, right-hand corner of image above) to keep your changes.


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