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Profile Settings

Your profile settings let you manage your personal information, timezone, and account security within Client Portal.

Updating Your Display Name​

Your display name appears throughout the platform -- in meeting confirmations, booking pages, and anywhere your identity is shown.

To update your display name:

  1. Click your avatar in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Find the Display Name field.
  4. Enter your preferred name.
  5. Click Save.

Your updated name will appear across the platform immediately.

Setting Your Timezone​

Your timezone affects how meeting times are displayed and how your availability is calculated for booking links.

To set or update your timezone:

  1. Go to Settings from the avatar menu.
  2. Find the Timezone dropdown.
  3. Select your timezone from the list (e.g., "America/New_York", "America/Chicago", "America/Los_Angeles").
  4. Click Save.
Keep your timezone accurate

An incorrect timezone will cause meetings to appear at the wrong times and your booking link availability to be off. Always update your timezone if you relocate or travel to a different time zone for an extended period.

Viewing Your Role and Permissions​

Your account has an assigned role that determines what you can see and do within Client Portal. You can view your current role in the Settings page.

RoleAccess Level
ClientAccess to your firm's workspace -- markets, campaigns, contacts, call log, meetings, and analytics for your assigned workspace

Your role is assigned by your account manager during account setup. If you believe your permissions need to be adjusted, contact your account manager.

Roles are managed by your account manager

You cannot change your own role. If you need different access levels (for example, access to an additional workspace), reach out to your account manager.

Password Management​

Changing Your Password​

To change your password:

  1. Go to Settings from the avatar menu.
  2. Find the Password section.
  3. Click Change Password.
  4. Enter your current password for verification.
  5. Enter your new password.
  6. Confirm your new password.
  7. Click Update Password.

Resetting a Forgotten Password​

If you have forgotten your password and cannot log in:

  1. Go to the Client Portal login page.
  2. Click Forgot Password below the sign-in form.
  3. Enter your email address.
  4. Check your inbox for a password reset email.
  5. Click the reset link in the email.
  6. Set a new password.
Password reset links expire

Password reset links are valid for a limited time. If your link has expired, simply request a new one from the login page.

Account Security Best Practices​

  • Use a strong, unique password that you do not reuse across other services
  • If you suspect unauthorized access to your account, change your password immediately and contact your account manager
  • Sign out when using shared or public computers