Need to set up or change your name or phone number?

  

This can be done easily from your account profile.

 

 

 

How to update your contact information (mobile)

 

  1. Tap the hamburger icon in the bottom-left corner (three horizontal bars).
     
  2. A drawer will open on the left - tap your name at the top of the list.

     

     
  3. Update the fields as needed.
     
  4. Tap "Save Changes."

 

 

How to update your contact information (web)

  1. Click the profile icon in the top-right corner of the top menu bar.
     
  2. Select Profile from the drop-down menu.

     

     
  3. Update the fields as needed.
     
  4. Click Save.

 

 

Tips and tricks for success

  • External Visibility: these fields will populate your contact info on POs that you issue.
     
  • Internal Visibility: this information will be visible to your project team and company administrators.
     
  • Functionality: the mobile number you list is where SMS (text message) notifications will be sent, if enabled.
     
  • Behaviour: Changes made to your info sync across the app automatically.

    ! POs you already issued will not be updated with your new information.

 

 

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Need help?

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