Home Client Management Dashboard Frequently Asked Questions - User Profile Details

Frequently Asked Questions - User Profile Details

Last updated on Apr 10, 2025

Q: How do I get to my profile page?
A: To access your profile page, click the arrow in the top-left corner of the screen and then select "profile" from the menu.

Q: What kind of information can I add to my user profile?
A: You can add your personal information such as your name, fee number, and e-mail address under the "general" tab.

Q: Can I modify my e-mail address after I've saved it?
A: No, once you have registered your e-mail address in your profile, it is not possible to change it.

Q: Where can I change my password?
A: You can change your password by navigating to the "security" tab within your profile settings.

Q: What is the purpose of the "Business Card"?
A: The "Business Card" is a new feature that shows the personal information you've entered in the "general" section of your profile. It allows you to save a physical or digital copy of this information.