User Management > Creating a Profile
     
 

Creating a Profile

 
     

To create a profile for yourself that you can place into your site's online loan app...

  1. Open your user account and then scroll down to the User Information section.
  2. At a minimum fill out the First Name and Last Name fields.
  3. Complete the name, address and phone number fields, as desired.
  4. If you'd like to include this user in the LO drop-down menu in your online 1003, check the box at the top.
  5. Fill out your company name and motto as necessary.
  6. 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.
  7. 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.
  8. When finished with your profile, remember to click Save.


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