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How to Customize Your Profile Information

Follow these steps to view and update the personal information associated with your account.

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Written by Melissa Murillo
Updated over 3 weeks ago

Step 1: Access Your Dashboard

Start on your main dashboard page. This is where you’ll find navigation options to manage your account and settings.

Step 2: Open Your Profile

In the upper corner of your dashboard, locate your profile icon.
Click the icon, then select “My Profile” from the dropdown menu.

Step 3: View Your Profile Information

Once you’re on the My Profile screen, you’ll see a variety of fields displaying your personal details.
This page contains information specific to you — not to your company or organization.

Step 4: Customize Your Personal Fields

You can update and personalize the following information:

  • Personal details (e.g., name, title, contact information)

  • Signature upload — Add your personal signature for official use.

  • Point of Contact status — Check whether you are listed as a company point of contact or a regular employee.

Step 5: Save Your Changes

After updating your details, make sure to save your changes to ensure your profile information is accurate and up to date.

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