Understanding Profile Settings

Manage personal information for your ConstructionOnline account.

Profile Settings control personal, user-specific information for Company Contacts— 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 a Company Employee. To access Profile Settings, Company Contacts 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 Contacts can edit the name & address associated with their ConstructionOnline account and update relevant company information. Company Contacts can also set the time zone for their account and customize the appearance of their date & time format. Finally, Company Contacts 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 Contact. The contact information entered here will also appear under a Company Contact's Public Contact Details, which is visible to other ConstructionOnline users. The email address listed in Contact Info is the username for a Company Contact's ConstructionOnline account. Additionally, Company Contacts can set a default signature that can be used whenever signing Punch Lists, Checklists, Reports, or Documents in ConstructionOnline. 

Password

Password allows Company Contacts to easily change their ConstructionOnline password. If a Company Contact 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 Contacts 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 Contact'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.