My Profile | Overview

Purpose 

My Profile provide users with the ability to view and update their personal and company information. This feature enables individuals to easily access and modify their profile details, ensuring that their personal information remains up to date. 

Consideration 

Internal Permission:

1. BT Power users and above can edit other user details
2. Only System Administrators have the ability to edit company details 

External Permission:

1. Only able to edit their own profile 
   

Steps 

1. Navigate to My Profile

Navigate to your initials on the top right of your screen and select your name under My Account. 

2. Company Details

Click on the Company Details to edit your companies information, such as contact information and trade capabilities. You can add as many trades as you like as this will advise the builder of your capabilities when creating tender packages.

After you have made your changes, click Save.

3. My Profile

My profile tab displays your personal information, to make changes click Edit Profile.

A new tab will open with your profile card.

Update details accordingly and click Save.

To learn more click here to see how to update your personal details.

4. Other Accounts

If you have multiple accounts that share the same email address, they will show as a linked account. Click on the Other Accounts tab to view your linked accounts.

To switch to another linked account, click on the radio button next to the desired account and click Switch Account.

5. Users

The Users tab will show all contacts who belong to your Company.

To see User Details, click on the ellipsis button next to the user's name.

Based on your access you may have the option to view and edit or deactivate a user.

6. Supporting Documents

• Supporting Documents is a repository to hold company-related documents such as Insurances, Company Registration etc.
  

• You can add new documents by clicking on the + New Documents from your local drive.
  
• To download these documents from Commnia, click the checkbox next to each file and click Download Selected.
  

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