How To: Edit Your Profile


To edit your profile at any time:

1) Log in to your account.

2) Click "Edit Portfolio" in the left navigation.

Edit Profile1

3) Edit whichever fields you want to change, and then click the "Save Profile" button on the bottom right of the page.

Screen Shot 2018-07-09 at 1.00.55 PM

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NOTE: If you administer practice group profiles, make sure to select the profile you'd like to edit from the drop down menu at the top of the page, before you edit. 

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