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Home → Client Onboarding → Sales Rep → Customizing Your User Profile

1.3. Customizing Your User Profile

You can access and edit some of your profile settings, if desired, using the profile button on the EOS Client Onboarding system's toolbar.

1. Click the profile button, which should be labeled with your profile name.
2. Select profile from the options that appear.
   The Preferences for dialog box appears.
   
3. Edit the following information, as desired:
   Note: Not all settings can be edited from this dialog box.
   • Username. Displays the user's identity for use in logging into the EOS Client Onboarding system.
   • Name. Displays the user's actual full name.
   • Email address. Displays the user's email address.
   • Time zone. Displays the time zone for the user's current location.
   • Signature stamp. Allows you to upload, download, or clear the current signature stamp.
     Note: If a signature stamp has been defined, it is displayed adjacent to the Signature stamp settings.
   • Change password. Allows you to create a new password. When this check box is selected, additional text boxes appear, allowing to you define the new password.
   • Change security question. Allows you to access the user's security question, which acts as a security feature to verify the authenticity of the user.
     • Question. When the Change security question check box is clicked, this text box allows you to define a question used to verify your identification when resetting your password.
     • Answer. When the Change security question check box is clicked, this text box allows you to provide the answer to the specified security question.
4. Type your current password in the Password text box, which verifies your identification before saving any profile changes. You always need to specify your password in this text box when making changes to your user profile.
5. Once all changes are complete, click save.