Web Portal 2.0: Personal Settings and Account Settings

Updating your Personal Settings
Updating your Account Details

  • Select Settings.

Personal Settings

From here you can:

  • Update your Personal Information.
  • Update your Contact Information.
  • Add your RICS Membership Number.
  • Upload your Digital Signature.

Note: Contact information is displayed on published reports where applicable and is NOT used for marketing purposes.

  • Scroll down and select the Update button to save any changes made in this area.

Caution: Any changes made will not be saved unless the Update button is selected.

  • To add a digital signature you can drag and drop your files or select Browse Files.

Updating your Account Details
  • The Account Information section allows you to store essential company details. These details can seamlessly populate your reports, including your company logo and contact information.

Note: Only Admin users can access this area of the Web Portal. If you do not have access to these areas, contact your company administrator.

  • Select Account and Manage Account Settings.

In the Account section you can add:

  • General Details
  • Address Details
  • Contact Details
  • RICS Licence Details (The Company Licence)
  • BCIS Credentials
  • Company Logo

Note: Account settings are shared by all its' users; however, the Personal Settings are specific to each user in the account.