The Profile is your central hub for managing your user account information. Here, you can view and update your basic details, ensuring your profile is always up-to-date. Additionally, this section provides access to various options that allow you to customize your user experience and manage account settings effectively. The Profile page is designed to give you control over your personal data and account preferences, enhancing your interaction with the system.

To navigate into your profile, follow the step below.

• Click the user name in the upper right and click the Profile button from the dropdown. The Profile will load as shown below.

• The General Tab shows the overall information about the user.
• Here are some of the things located in this tab:
  1. Can View my Work: Allows to add users in your organization that can view your work. Usually assigned to support staff/assistants.
  2. Can Edit my Profile: Allows to add users in your organization that can edit your profile.
  3. Esign Enabled: Shows if e-Signature is enabled. The system administrator can enable this feature for the user.
  4. ESign Provider Preference: Designate the signature preference — choose between Docusign and SignIx if your company is approved to use both.
  5. User Role: View the user role.
  6. Password: Reset Password.

• The Personal Info tab maintains the user’s more specific and personal information.

• The Documents tab is the user’s E-Vault where you can store unique documents/forms.

• To upload a document, click the Add Document button.

• The Add Document Panel will open. Choose the File, provide the document name, select the Category, and click Save.

• The License/CRD Info Tab displays the user’s license and CRD info. This information is maintained by your back-office supervisors or licensing departments.

• The Notifications Tab is where email notifications can be configured for status updates in a workflow.

• To update specific configurations, click the edit button at the top.

• Find the specific state you want to update notifications for and click on the option — change the option as desired.

• Click the Save to save the changes.

The CRM Configuration tab allows you to connect Forms Logic to your CRM so you can search clients and create workflows directly from your CRM data. Currently Redtail, Wealthbox, and Smart Office are supported.

• To Configure a CRM, select the CRM option from the dropdown and click Save. To get started, select your CRM from the dropdown and click Save. For detailed setup instructions for each supported CRM, see Section 15 — CRM Configuration.

• The Feature Permissions Tab allows users to turn ON/OFF available features.
  • This is available to the system administrators/compliance managers.

• The Commissions tab provides a view of the commission records associated with the user’s account. Each row displays the following information:

The Security tab allows users to manage Two-Factor Authentication (2FA) for their account. If your organization has enforced 2FA site-wide, it will already be required at login and cannot be disabled here. If it has not been enforced, you can enable or disable it from this tab at any time.

If 2FA has not been enforced site-wide, you can enable it on your own account.

• Click your name in the upper right and select Profile.

• Navigate to the Security tab and click on the toggle to enable Two-Factor Authentication.

• You will be taken to the setup screen to configure 2FA for the first time — see Section 1.2.1 for setup steps.

If you need to generate a new set of 2FA backup codes for security purposes, you can regenerate them from the Security tab.

• Click Regenerate Backup Codes.

• Your new backup codes will be displayed — save these in a secure location and click I’ve saved my codes, continue. Your previous backup codes will no longer work.