The Community Account Settings section allows you to customize your experience across products connected to the client portal, letting you modify the way other members perceive you and the way you view the platform. To access it, click your profile icon in the top right corner, then select Manage Your Account.
Profile #
The profile section contains the basic information of your profile, which is:
- Profile Picture: This will be your identifying image inside the community groups, courses, and client portal.
- Full Name: This will be the displayed name on your profile.
- Title: The title serves as a short header to display on your profile.
- Profile Slug: Your Profile Slug is the randomly assigned code that identifies your account.
- Bio: The bio allows you to add more information about yourself, which will only be visible when another member checks your profile.
- Location: The location space allows you to add a small bit about where you are.
- Timezone: The timezone section lets you display your local time to other members.
Account #
In this section, you can review and change your Login Email and Change Password if needed.
Meeting #
Generate and manage your meeting URL in this section.
Social Media #
In this section, you can link your contact details and social media, as well as manage their visibility to other users. The details you can add are:
- Phone Number
- Youtube
Certificates #
View and download all your certificates here. They are organized as follows:
- Course/Assignment Name
- Completion Date
- Expiry Date
- Type
- Source Name
- Action
Badges #
View and download all your badges here. They are organized as follows:
- Badge Name
- Issued Date
- Expiry Date
- Type
- Source Name
- Action
Billing & Subscription #
In this section, you can review and manage your payment method, subscriptions, and transactions, as well as view your invoices.
Communities & Chats #
In this section, you can enable or disable the chat features for the groups you’re a member of, or manage the users you’ve blocked.
Language Settings #
This section lets you manage the language your courses, communities, and portal use.
Notifications #
Manage how you receive notifications for the client portal or communities.
And there you have it. Now you can manage your Client Portal account settings and guide your members through any issues that may arise.
Frequently Asked Questions #
How do I access my Community Account Settings? #
Click your profile icon in the top right corner and select “Manage Your Account” to open your account settings.
What information is in the Profile section? #
The Profile section holds your profile picture, full name, title, profile slug, bio, location, and timezone, which control how other members perceive you.
Can I change my login email or password? #
Yes. The Account section lets you review and change your login email and change your password if needed.
How do I control who sees my contact details? #
In the Social Media section you can link details like phone, email, and social profiles, and manage their visibility to other users.
Where can I find my certificates and badges? #
The Certificates and Badges sections let you view and download your certificates and badges, organized by details such as name, dates, type, and source.
Can I manage chat and notification preferences here? #
Yes. The Communities & Chats section controls chat features and blocked users, while the Notifications section manages how you receive client portal and community notifications.
