Updating a User Profile

To update your user profile:

Navigate to the Edit User Page
When setting up an account, the Edit User page displays immediately after you create a create a username and password.
- To change your own profile, choose Edit User from under your name at the top of any page.
- To change another profile, access this page through the Edit link on the Browse Users page.
  Note: Only Enterprise and Local Administrators may assign permissions to users.
In the User Information section, complete all required fields marked with a red asterisk.
In the Contact Information section, complete all required fields marked with a red asterisk.
Enter a verification phone number.
All Enterprise Administrators must provide a two-step verification phone number. All other users may optionally add a verification number to enhance their account security.
(Optional) In the Notification and Permissions section, select email and date formatting settings.
Select each permission you should have on the application.
Only Administrators can assign permissions to other users.
If you change user roles or permissions after creating the user profile, you will receive an email about the change.
Enter notary information if you assigned yourself the Notarise Documents permission.
If the project uses consent forms, read the attached data collection consent form and select the tick box to signify acceptance of the policy.
Select Save Profile.
A Status page confirms your profile has been updated.