Edit Your Personal Info

Edit Your Personal Info

Mobile App

  1. Along the bottom bar, select More tab indicated by three dots
  2. Tap Settings 
  3. Select Profile
  4. Update info and tap Update



Browser App

  1. Along the left-hand bar, select Personal Settings, indicated by the "gear" icon
  2. Click Edit
  3. Update Info and click Save



    • Related Articles

    • Edit Users' Personal Info, Access, and Roles

      *A User can only be edited in the Browser App 1. Along the left-hand bar, select Company Settings 2. Select User Management 3. Click the User to edit 4. Edit any of the following: Personal Details: Update a user's name, phone number, or address ...

    • Edit API Key

      Browser App Along the left-hand bar, select Personal Settings, indicated by the "gear" icon Select API Keys Click Edit to the right of the API Key "title" Edit API Key Click Save

    • Edit Current Opportunity Details

      Edit a current opportunity's details when you need to update the current job or claim.There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). An asset's ...

    • Edit Your Company's Status List

      Mobile App Along the bottom bar, select More tab indicated by three dots Select Company Settings Tap Opportunity Settings Select the Stage with the corresponding Status Tap the Status Edit details and tap Save Browser App Along the left-hand bar, ...

    • Edit a Canvassing Campaign

      Mobile App  1.  Along the bottom bar, select Maps tab, indicated with a "location icon" 2.  Tap any Location in the area you have a campaign 3.   Select Campaign tab 4.  Tap the Canvassing Campaign to edit 5.  Tap Edit Details 6.  Update information ...