Frequently Asked Questions
 Print
How do I customize my profile?
Modify all your personal information as well as your photograph and introduction so that it appears on all reports you present to your clients. Offering a professional image will help build trust with them.

1) Access to your account configuration 

From the functionality bar on the left, select My Account --> My Details to view all your profile information. 

 



2) Upload your picture 

Start by adding your own photo by clicking and choosing a file in JPG or PNG format. The size cannot exceed 1000x1000 pixels and for best viewing, it must maintain this ratio.



3) Personal data and contact information

The data you enter will appear in all the reports you generate so that clients have a quick way to contact you: 
  • Name

  • Surname

  • Position

  • Telephone

  • Language

  • Password: Write it twice yo change it. (hidden in reports)


When you are done, don't forget to click on "Save" tp keep the changes.


(💡) If you want to change your user email address, please contact us via chat


4) Include a biography

On the left, switch to the "Biography" tab. In the selector choose the language of the template you want to edit and customise your introduction. 


You can fill in the missing fields in the default template or create a text from scratch, include images and format it to your liking.



When you're done, save your changes and if you're not happy, you can always reset the default template.


You may also be interested in: 

Was this article helpful?
Betterplace  | 2024