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User Registering & Editing a User Profile

User Registration


A new user is required to be set up by your firm's Reportance Administrator. After being initially 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 the user 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
  • Gravatar*


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.



*Gravatar

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/Editing Client Groups & Entities

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