Updating a User Profile for General Contractors
To update your user profile:
- Navigate to the Edit User Page
When setting up an account, the Edit User Profile page displays immediately after you create a username and password.
- To change your own profile, choose Edit My Account under your username at the top of any page.
- To change another profile, access this page through the Edit link on the Browse Users page.
- 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 Notarize Documents permission.
Laws about electronic notarization differ in each state. Before entering notary information on the application, familiarize yourself with your local state laws. For example, notaries in Virgina need to include their Notary certificate number and notaries in Maryland must include their Notary county. Colorado notaries need to include their Document Authentication Number (DAN) when notarizing documents.
See the Electronic Notarization on TPM for General Contractors topic for more information.
- Select the Manage Notary Seal button.
- Select your state from the drop-down option.
- Complete the fields displayed in the Notary Seal panel.
- Attach an image of your notary seal by selecting an image file or dropping and dragging the image file. The seal image must be of type .png.
- Preview the image of the seal.
- Select Update.
- If the project uses consent forms, read the attached data collection consent form and select the check box to signify acceptance of the policy.
- Select Save Profile.
A Status page confirms your profile has been updated.
Last Published Wednesday, July 10, 2024