Updating Your Profile Information in Focus 2
Updating Your Profile Information on Solatech
This guide provides a straightforward process for
updating your profile information on Solatech, ensuring your account details
are accurate and current. By following these steps, users can easily manage
essential information like company name and phone numbers, enhancing
communication and efficiency. Accessing and updating your profile is crucial
for maintaining a professional presence and ensuring that you receive important
notifications. View this guide to streamline your profile management on Solatech.
1. In
this example, we will start from the dashboard. Click on the settings gear in
the upper right hand corner.
2. Once
the settings menu drops down, choose "Manage
account".
3. Under
General, click "Your Account"
4. Then
click on "Manage my profile" on the right-hand side of the page.
5. This
will bring up a short profile page. From here you will be able to change your
name, email, contact information (including company name & phone), address,
even password.
For this example, we'll click the chevron next to Contact.
6. We'll
change the name in the "Company name". Then we'll add phone numbers
to the open fields.
7. Once
you have completed information in all the fields, click "Save
Changes".
This will return you to the original screen where you can also make changes to
the name, email, contact information (including company name & phone),
address, even password.
Related Articles
How to Setup and use a Leica Disto X3 laser with your Solatech Focus system
Summary This article describes how to pair a Disto X3 laser to your Windows or iOS device. It also describes how to transmit those measurements into your Solatech Focus system. Instructions for Pairing Windows Turn on your X3 laser (Bluetooth is auto ...Updating your Solatech Focus Home Page
Summary When you receive your Focus site, the Home page has been populated based upon information provided In your setup document. As a Site Administrator, you can change the Home page when needed. This document will describe the process of making ...Creating and Maintaining your Site and Accounts information in Solatech Focus
Summary When you receive your Focus site, certain items have been setup for you prior to delivery. These items include payment terms and methods, product margins, sales tax rates and more. When any of these items require adjustment, or when you need ...Connecting Solatech Focus account to your Google Account
Summary Individual users of Solatech Focus can connect their Focus account to a Google account (including Google Workspace accounts) for integration with Google Email and Calendar. This enables said user to schedule appointments that will be shown on ...Updating customer information, many customers at once
Summary Using the SWCS 4.2 Export Utility, Microsoft Excel and the SWCS 4.2 Import Utility, update information such as active status, shipping method, etc. for many customers at once. More Information The Solatech Window Covering Software allows you ...