Your profile and credentials

Your profile and credentials are accessible from the pull-down menu that opens when you click your picture (or the placeholder picture) in the header taskbar. The profile and credentials menu includes:

  • Chat availability

  • Profile

  • Change Password

  • External Accounts

  • Logout

Change chat availability

To use the Chat feature, you must be Available to Chat. A chat availability indicator appears to the right of your profile icon: green indicates that you are available and gray indicates that you are unavailable.

  • To be online for chat, select Available to Chat.

  • To be offline for chat, select Not Available for Chat.

Profile

The profile settings identify you to the system and to other system users. You can add or change a photo to personalize your presence.

Required fields are indicated with a green check mark to the left of the field name.

To add or change your picture, click the picture and then follow the directions in the window.
Note:

The recommended image size is 100x100 pixels; however, regardless of the size, the image must be square.

Change Password

Depending on your system's security settings, you may be required to change your password periodically.

External Accounts

You may have external accounts with third-party companies that you have access to in order to perform financial scoring and risk analysis. Once your external account credentials are set up, you can use these services with a submission (by selecting the service from the Actions menu).

Logout

Logging out preserves your Home Page settings and filters for the next time you log in.