- ConstructionOnline Knowledge Base
- Manage Account
- Account Settings
-
Getting Started
-
FAQs
-
Workflows
-
Manage Account
-
Manage Company Users
-
Contacts
-
Lead Tracking
-
Opportunities
-
Projects
-
Estimating
-
Change Orders
-
Client Selections
-
Purchasing
-
Invoicing
-
Items Database & Costbooks
-
Accounting Integrations
-
Scheduling
-
Calendars
-
To Do Lists
-
Punch Lists
-
Checklists
-
Daily Logs
-
GamePlan™
-
Time Tracking
-
Communication
-
RFIs
-
Submittals
-
Transmittals
-
Redline™ Takeoff
-
Redline™ Planroom
-
Files & Photos
-
Company Reporting
-
CO™ Drive
-
Using the ClientLink™ Portal
-
Using the TeamLink™ Portal
-
SuiteLink
-
CO™ Mobile App
-
ConstructionOnline API
Understanding Profile Settings
Manage personal information for your ConstructionOnline account.
Profile Settings control personal, user-specific information for Company Employees— namely, account details, display preferences, and cloud integrations.
Almost all settings found in Profile Settings are only editable by the individual user. For example, a Company Admin User cannot set a Message Signature for another Company Employee. To access Profile Settings, Company Employees must locate the Company Dropdown Menu and select Edit Profile.
Profile Settings is divided into five main sections: General Info, Contact Info, Password, Display, and Integrations.
General Info
General Info consists of three smaller sections: Name & Address, Date/Time, and Message Signature. Here, Company Employees can edit the name & address associated with their ConstructionOnline account and update relevant company information. Company Employees can also set the time zone for their account and customize the appearance of their date & time format. Finally, Company Employees can set a personalized Message Signature that will appear on the bottom of every message or reply they send within ConstructionOnline.
Contact Info
Contact Info contains the contact information for a Company Employee. The contact information entered here will also appear under a Company Employee's Public Contact Details, which is visible to other ConstructionOnline users. The email address listed in Contact Info is the username for a Company Employee's ConstructionOnline account. Additionally, Company Employees can set a default signature that can be used whenever signing Punch Lists, Checklists, Reports, or Documents in ConstructionOnline.
Password
Password allows Company Employees to easily change their ConstructionOnline password. If a Company Employee has forgotten their password, they can use the "Forgot Your Password?" button to send a password recovery email to the email address associated with their ConstructionOnline account. If a Company Employee does not remember their password and cannot log into ConstructionOnline, a Company Admin User can reset their password for them.
Display
Display determines how ConstructionOnline appears to each individual user. Company Employees can add a custom Avatar, choose between light & dark mode, and select a personalized theme & background image. ConstructionOnline provides many pre-set options as well as the flexibility to upload personalized images and create custom themes.
Integrations
Integrations manage a Company Employee's cloud integrations, controlling which cloud-based file storage and calendar solutions are connected to their ConstructionOnline account. ConstructionOnline can connect to existing Dropbox, Google, Microsoft 365, or box accounts.
HAVE MORE QUESTIONS?
We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.