Step 3: Set Up Your Account Information

This article explains how to customize your Account Info and Company Info pages.

Zach Heine avatar
Written by Zach Heine
Updated over a week ago

The next step in customizing your account involves the setup of your Account and Company Info pages.
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You can watch a short video on the process, here.

Account Info

To access this page -

1. Hover over your initials in the bottom left hand corner of the screen, and then click on Settings.

2. This will bring launch you directly into your General Settings. Next, navigate to the Settings Sub-Bar and click on the first tab, Account Info.

Here, you can edit:

  • Name

  • Email

  • Phone number

    • In order to receive SMS notification, you will need to verify your number.

  • Password change

  • Regional Preferences

    • Time zone

    • Time format- 12 hour or 24 hour

Company Profile

The Company Profile tab is located underneath the Account Info tab in the Settings sub-menu.

If you are an Administrator, you will be able to add additional information about your company. The personalized reports to homeowners will include the information from this page. The Messaging and Guide Module, similarly, will pull information directly from this page.

You can edit:

  • Company name, contact information, and logo

  • Currency preference

  • Business hours

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