User Profile
Manage your personal and professional information effectively to enhance your experience on the ClearPolicy platform.
Accessing Your Profile
To access your profile:
- Click your name/avatar located in the bottom-left corner of the screen.
- Select Profile from the dropdown menu.
Profile Information
You have the flexibility to update the following details:
- Display Name: Customize how your name appears within the app.
- Email: Update your login email. Note: Email changes require verification.
- Company Name: Specify the name of your business.
- Phone: Provide your contact number for easy communication.
Changing Your Email
To change your email address:
- Enter the new email address in the designated field.
- A verification link will be sent to the new email address.
- Click the verification link to confirm the change.
- Log in using your new email address.
> Tip: Ensure your new email is accessible to receive the verification link promptly.
Company Branding
Your company information is crucial as it appears in various places:
- On shared quotes with your clients.
- Within the landing page tool.
- On generated reports for your clients.
Profile Photo
Upload a professional profile photo to:
- Enhance your navigation visibility within the app.
- Ensure a cohesive look on shared content.
- Create a professional representation of yourself and your brand.
Notification Preferences
Stay informed by configuring your notification preferences for:
- New leads: Never miss an opportunity to serve your clients.
- System updates: Stay updated with the latest platform enhancements.
- Feature announcements: Be the first to know about new features that could benefit your client's applications.