A new user is required to be set up by the firm's Reportance Administrator. After being set up the user will receive a registration email as shown below:
Clicking on Register Account will direct the user to the registration page. From here the user can update their details and password as shown below:
Clicking on Register will register the user and automatically log them in and redirect them to the Firm's Dashboard.
Editing a User Profile
To edit a user profile, from any screen, select Profile from the top right-hand drop-down menu.
A standard user can update the following items:
- Email Address
- First Name
- Last Name
After all required changes have been made to the user profile, select Save and Close.
Note: Only a user with admin rights can edit a user's office(s), team(s), privileges and active/inactive status.
An 'avatar' is an image that represents you online—a little picture that appears next to your name when you interact with websites. A Gravatar is a Globally Recognized Avatar. You upload your image and create your profile just once, and then when you participate in any Gravatar-enabled site, your Gravatar image will automatically follow you there.
If you have a WordPress.com account already then you can use that, or you can create a new one.
Once you have created a WordPress.com account using the same email address you log into Reportance with you will have created your profile image and it will be displayed after a short while.
Next article: Adding and Editing Client Groups and Entities