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Manage your personal profile

Your personal profile holds your name, phone number, home address, profile picture and app language. It belongs to you, not to your organisation, so it follows you wherever you sign in.

Open your account settings

  1. Select Settings in the left sidebar.
  2. Select My settings, then select Account.

The menu on your name in the left sidebar also has an Account settings link to the same page.

Update your details

Fill in the fields on the Account card, then select Save in the card header.

The Email field shows the address you sign in with. This form does not change it.

Add your home address

The Address field on the Account card is optional. Search for your address and select it from the list, or fill in the fields below it: Street name, Postal code, City, Country, Latitude and Longitude. State / province appears when the country is the United States or Canada.

If you take bookings, the scheduler uses your coordinates as your starting point. They decide the travel it calculates for you and which orders it suggests you can fit in.

Add a profile picture

  1. Select Add photo, or Change photo if you already have one.
  2. Choose an image file.
  3. Turn on Crop in the panel that opens if you want to crop the image.
  4. Select Save in the panel.
  5. Select Save in the Account card header to upload it.

Say whether you do on-site installations

The Do you do on-site installations? card tells your partners what you work on.

  1. Select Yes, I do installations or No, I do not.
  2. If you select yes, two questions appear. Under What is your expertise?, select your professions.
  3. Under What do you install?, select the installation types you handle. They are grouped under Interior and Exterior.
  4. Select Save in the card header.

Select a card to add it and select it again to remove it. You need at least one profession and one installation type before the card saves. Choosing No, I do not clears both lists and hides the two questions.

Change your password

Your password is under Security, not Account.

  1. Select Settings in the left sidebar.
  2. Select My settings, then select Security.
  3. Enter your current password in Password.
  4. Enter a new password of at least 12 characters in New password.
  5. Select Save in the card header.

Each card on these pages saves on its own, so save every card you edit. A confirmation reads Changes saved.

Need help? Contact support from inside the app. See Contact Installer.com support.

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