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Changing Profile Information

This guide explains how to update your personal information in your SendSquared account, including username, contact details, and password.

Accessing Profile Settings​

To update your profile information:

  1. Click on the profile icon in the upper right corner
  2. Select Global Settings from the dropdown menu
  3. Click on Profile Settings

Available Profile Information​

In the Profile Settings section, you can update various personal details, including:

  • Username: Your display name in the system
  • Email Address: Your primary contact email
  • First Name: Your first name
  • Last Name: Your last name
  • Address: Your physical address
  • Phone Number: Your contact phone number
  • Password: Your account password

Updating Your Information​

To change any of your profile details:

  1. Locate the field you wish to update
  2. Enter the new information in the appropriate field
  3. Scroll to the bottom of the page
  4. Click the Update Profile button to save your changes

Changing Your Password​

For security reasons, changing your password requires additional steps:

  1. In the Profile Settings page, locate the password section
  2. Enter your current password
  3. Enter your new password
  4. Confirm your new password by entering it again
  5. Click Update Profile to save all changes
Password Requirements

Your password should be:

  • At least 8 characters long
  • Include at least one uppercase letter
  • Include at least one lowercase letter
  • Include at least one number
  • Include at least one special character

Profile Picture​

To update your profile picture:

  1. Look for the profile image section (usually at the top of the Profile Settings page)
  2. Click on the current image or the upload button
  3. Select a new image from your computer
  4. Crop or adjust the image if prompted
  5. Click Update Profile to save the change

Notification Preferences​

While in the Profile Settings, you may also have the option to update your notification preferences:

  1. Look for the notification section
  2. Select which notifications you want to receive
  3. Choose your preferred notification methods (email, SMS, etc.)
  4. Click Update Profile to save your preferences

Viewing Your Changes​

After updating your profile:

  1. Your changes will be applied immediately
  2. You may need to refresh the page to see some updates
  3. Your new information will be visible throughout the SendSquared platform

Common Issues​

Changes Not Saving​

If your changes aren't being saved:

  • Ensure you've clicked the Update Profile button
  • Check that all required fields are filled out
  • Try refreshing the page and making the changes again

Password Reset Required​

If you've forgotten your password:

  • Use the "Forgot Password" option on the login screen
  • Follow the instructions sent to your email
  • Create a new password that meets the security requirements

Why Keep Your Profile Updated​

Maintaining current profile information is important for:

  • Ensuring you receive important notifications
  • Allowing colleagues to contact you
  • Maintaining accurate reporting and auditing
  • Providing accurate information for clients when needed

Next Steps​

After updating your profile, consider: