My Profile | Overview

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. 

Permissions

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 Profile. 

2. Company Details

Click on the Company Details and at the bottom of the page select Edit 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.

Update details accordingly and click Save Changes.

5. Users

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

Click on the ellipsis button next to the user's name.

Based on your 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.
  

• Related Articles

• Update My Commnia Profile | Personal Details | Tablet

  My Profile allows a user to view and update their personal information. Navigate to My Profile Navigate to the top left of your screen and click on the main menu. Click on your initials and select Profile Click on Edit Details Here you can update ...

• How to Edit Company Details | Tablet

  Only internal users can edit company details. Navigate to the menu bar icon and click Contacts under Communication. Select the Directory tab and search for the company name. Once you have selected the company, click on the ellipsis (...) and select ...

• How to Deactivate Contacts from your Company | Tablet

  Commnia provides an easy process to deactivate accounts when colleagues leave your company. 1. Navigate to you company contacts From the Home Screen select Contacts. Select the Directory Tab and Search for your Company via the Filters. 2. View and ...

• Users and Groups (Distribution Lists) | Tablet

  User Groups in Commnia are designed to speed up Commnia’s core functions and communicate with a collection of contacts all at once if need be. 4 Default Groups get created by default when a new project is created: Project Contact List: Anyone that ...

• Create a New Contact | User Account | Tablet

  Purpose Follow the steps to create a new user account with Commnia, enabling the individual to access and utilise the platform for project collaboration and communication. Consideration Only System Administrators can create new internal user accounts ...