Overview
- Customize your personal information, business profile, and security options in one place.
- Ensure your AI matches are accurate by keeping profile fields up to date.
Access
- Click your name or avatar in the bottom-left corner of the sidebar.
- Select Profile to open your account settings.
Sub-sections
- Profile tab
- Editable fields: First Name, Last Name, Email, Phone, Job Title, Company, Location.
- Preferred Categories: Define service areas (for example, IT Services or Construction) for AI matching.
- Semantic Description: Provide a detailed business focus for improved recommendations.
- Bio: Brief summary of your company or role.
- Click Edit Profile, update fields, then Save Changes.
- Security tab
- Password management: Change your password by entering current and new credentials.
- Two-Factor Authentication (2FA): Enable or disable an extra layer of security for your account.
Best practices
- Keep your profile current. Update categories and descriptions when your business focus changes.
- Use a strong password. Combine letters, numbers, and symbols for better security.
- Enable 2FA. Protect your account by turning on two-factor authentication.
Next steps
- Return to Dashboard Overview to see how updated profiles improve your matches.
- Visit Settings to refine notification preferences and workspace options.
- Explore Daily Recommended Opportunities to practice reviewing new bids with your updated profile.