Edit/Update User Profile Settings by User

 

 

Every new Firm360 user should edit their own user profile settings by following the steps below:

 

1.  After logging in, click on the user settings icon gear in the upper-right corner of the screen.

2.  From the dropdown menu, choose  "Profile" 

3.  On the User Profile Settings screen, make necessary changes to the user's first name, last name, and mobile phone.

4. It is recommended to check the box  to the left of "Enable SMS Two Factor Authentication".  This provides an additional level of security to authenticate user login. 

4A. If desired, choose an Avatar Color, which will be used on screens where user avatar is displayed.

5. Select/deselect notification preferences here.  Hover over the help icon for a description of each setting.

Save settings.

 

Return to: Implementation: 1.0 Firm Account and User Setup

Share this

Was this article helpful?

0 out of 0 found this helpful