Overview

Profile pictures streamline communication and tasks in your database because you are able to quickly see which staff are connected to a certain client, document, or message.

Where Will My Picture Appear?

• Your User Profile is in the upper right-hand corner of your database.

• In the Communication Hub, attached to any Alerts, Messages, Notes, Tasks, or Tickets you're associated with.

• In various widgets, for client or document records you are associated with.

Add a Picture

1. Click the User Settings icon in the upper right-hand corner. The User Settings window will open.

   • Click on Edit Picture under your current profile icon to be brought to the Edit Picture tab

   • Click on the Edit Picture tab

2. Choose one of three options for uploading your profile picture:

   • Click Browse to search for a picture stored on your computer. Drag and drop a picture onto the Drop file here box.

   • Click Start Capture to take a picture from a web camera.

3. Resize the picture area by dragging the blue square to the desired location and size.

4. Click Submit.

5. Click the X to close the User Settings window.

 

Change Your Profile Picture

New haircut? Want to show off your awesome polka-dotted bow tie? Change your profile picture in the User Settings window.

1. Click the profile icon in the upper right-hand corner. The User Settings window will open.

   • Click on Edit Picture under your current profile icon to be brought to the Edit Picture tab

   • Click on the Edit Picture tab

2. Click a previous image or upload a new profile picture.

3. (Optional) Click Delete underneath the old profile picture to remove it.

   • You can leave the old picture in case you'd like to re-select it as your profile at a later time.

4. Click the x to close the User Settings window.