Add, update and remove your name, position and company name

You can update your profile including your name, position, and company name. These are shown in various locations such as:

• When a project Admin searches for your account (first and last names and company name will be shown)
• Within the project users screen (first and last names, position, and company name will be shown)
• On the cover page of your PDF reports. (first and last names, position and company name will be shown as default)
• On items which you create (first and last names will be shown)

To update these details in the app:

To add your details

1. From the home screen go to Menu > Profile.

2. Enter your details into the input fields under the Details heading.

 

3. To save your changes make sure to tap the Tick in the top right of your screen when you are done. Your details are now updated and will show up in the places noted above as well as the title page of any reports you generate. To change this you can update your report settings.

 

To update your details

1. From the home screen go to Menu > Profile.

2. Edit your details in the input fields under the Details heading.

3. To save your changes make sure to tap the Tick in the top right of your screen when you are done. Your details are now updated and will show up in the places noted above as well as the title page of any reports you generate. To change this you can update your report settings.

To remove your details

1. From the home screen go to Menu > Profile.

2. Tap the Cross at the end of the input fields which you would like to clear under the Details heading.

3. To save your changes make sure to tap the Tick in the top right of your screen when you are done. Your details are now updated and will show up in the places noted above as well as the title page of any reports you generate. To change this you can update your report settings.

 Note: If at any point you accidentally remove or update your details simply tap the Back button in the top left of your screen to cancel your changes. You will be prompted by an 'Are you sure you want to cancel' alert. Tap Yes, cancel to cancel your changes.