To create a profile for yourself that you can place into your site's staff
directory...
- Open your user account and then scroll down to the User
Information section.
- At a minimum fill out the First Name and Last
Name fields.
- Complete the name, address and phone number fields, as desired.
- If you'd like to include this user in your Staff Profiles
page, check the Show this User on my Staff Profiles box at
the top of the form.
- If you'd like to display the user's address information along with the
staff profile, check the Display this User's Address box.
- Select an appropriate staff role. Roles include:
- Appraiser - This account type is intended for a staff
appraiser who does not need access to the entire office's orders and
data.
- Office Manager - This account type is designed to
accommodate an office manager who is not an appraiser, but still needs
access to the entire office's orders and data to manage it
appropriately. Since this type is designed for an office manager, by
default, anyone who assigned to this user type does not have Wizard
access.
- Trainee - As the name indicates, this type is designed
for trainees who need to access their list of orders as they are assigned to
them, but should not have any other XSite access.
- Other - This user type is designed for someone who
needs access to a variety of XSite features that are not pre-packaged into
any of the other user types.
- To attach a personal photo to your profile, click the Change
link by Portrait. Then, click Add New
File, Browse, and select an image file from your
hard drive. Click Open, then Upload to add
this image to your File Library. Then, select the file and
click OK to place the image.
- To write a biography for your profile, click Change next
to Bio Text. Then, use the word-processor-like content editor to create your bio. When
finished, just click OK to add it to your profile.
- When finished with your profile, remember to click Save.