This tutorial covers updating your name, job role, title, company and phone number.
Steps
Click the gear icon at the bottom of the left sidebar to open Settings.
Under General, click Profile.
Update any of the fields: First name, Last name, Job Role, Title, Company, Phone number.
Click Save changes.
To abandon your edits instead, click Discard.
About Job Role
Job Role is a dropdown rather than free text. The options are Executive (Owner/Developer), Vice President (Owner/Developer), Project Manager (Owner/Developer), Equity Partner, Financial Lender, Architect/Designer, Engineer/Consultant, General/Sub Contractor, Sales/Marketing, and Other.
This is separate from your Title, which is free text, and from your role in OnsiteIQ, which controls what you can see and do. See Account Roles and Project Roles Explained.
Related
To change your password, see Change a Known Password.
To change what OnsiteIQ emails you, see Modify Your Notification Preferences.