Settings > My Account

SETTINGS: MY ACCOUNT (Per USER)

  • Fill in all missing information!  The information in this screen is important for use in merge fields.  Many templates (pre-written emails and SMS messages) use merge fields to fill in personalized information about you.  If you do not complete this process then some templates may be delivered without needed information about you.
  • Select a Profile Picture and User Logo
  • Click on the [Update] button once your information is entered to save the changes.