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Updating your password & user details
Updating your password & user details

Make it easy for prospects you share reports with to contact you back

Sharlotte Briscoe avatar
Written by Sharlotte Briscoe
Updated over a week ago

When you share a report with a client, your contact details can be shared too! Before you do this, you need to set your contact details in Insites.

Updating your user profile

To update your user profile within Insites, do the following:

  1. Select the profile picture in the top right-hand corner of the screen

  2. Click on My profile

  3. Update the details on this screen accordingly

  4. Once complete, select hit Save changes

Users can provide their name, job title, public email address, contact number as well as upload a profile picture.

This information will now be visible in the header section when a report is shared with a client.

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