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      The Main Functionality

      Table of contents Profile Settings: Main Functionality and Navigation Guide

      This article provides an overview of the Profile Settings feature, detailing its main functionalities and how to access it.

      Updated over 5 months ago Table of contents

      Profile settings allow you to:

      • Add or remove connections with other users and invite new users to connect with your profile.

      • Grant or remove access for other users and invite new users to access your profile.

      Add or remove connections with other users and invite new users to connect with your profile.

      Grant or remove access for other users and invite new users to access your profile.

      Access your Profile Settings

      Navigating to the Profile Settings section

      • Once logged in, you will see a landing page that gives you access to all your profiles (See below Screenshot 1: Profiles landing page).

      Once logged in, you will see a landing page that gives you access to all your profiles (See below Screenshot 1: Profiles landing page).

      Screenshot 1: Profiles landing page

      • Upon loading a profile, you will see a screen with three tiles (See Screenshot 2: Profile Details page):

        • Profile Details

        • KYC & Tax Profile

        • Connection Invites

      Upon loading a profile, you will see a screen with three tiles (See Screenshot 2: Profile Details page):

      • Profile Details

      Profile Details

      • KYC & Tax Profile

      KYC & Tax Profile

      • Connection Invites

      Connection Invites

      Screenshot 2: Profiles details page

      • There are two (2) ways to access the Profile Settings section on the Profiles Details page (See RED arrow below in Screenshot 3: Profiles details page).

      There are two (2) ways to access the Profile Settings section on the Profiles Details page (See RED arrow below in Screenshot 3: Profiles details page).

      Screenshot 3: Profiles details page

      1. Click the three (3) horizontal lines at the top of the left-hand navigation panel.

        1. The side panel will expand and show your profile name.

        2. Click the drop-down arrow next to your profile name.

        3. This will reveal the Profile Settings and Change Profile tabs.

           

      2. Click the three (3) vertical lines on the right side of the Profile Details tile header (See red arrows in Screenshot 3: Profile Details page). This will display the Profile Settings (See Screenshot 4: Profile Settings page).

      Click the three (3) horizontal lines at the top of the left-hand navigation panel.

      1. The side panel will expand and show your profile name.

      The side panel will expand and show your profile name.

      • Click the drop-down arrow next to your profile name.

      Click the drop-down arrow next to your profile name.

      • This will reveal the Profile Settings and Change Profile tabs.

         

      This will reveal the Profile Settings and Change Profile tabs.

      Click the three (3) vertical lines on the right side of the Profile Details tile header (See red arrows in Screenshot 3: Profile Details page). This will display the Profile Settings (See Screenshot 4: Profile Settings page).

      Screenshot 4: Profiles Setting page

      Now that the user has accessed the Profile Settings section, they can utilise all the available features.

      Note: Access to Profile Settings functionality depends on the user's profile type. A user profile can fall into the following categories:

      1. Basic User

      2. Write User

      3. Full Access User

      Basic User

      Write User

      Full Access User

      For more details please read Understanding User Access Levels in Profile Setting