Edit Users

To edit a TOTAL user account to update your password, contact information, license, or eSign identity:

1. From the User Management section of TOTAL's configuration options, select the username you want to edit from the drop‑down menu, enter the associated password (if necessary), and click Edit.

   

2. In the screen that appears, fill out the contact information and any pertinent details in the Name & Email, Work, and Notes tabs.

   

3. To manage the licenses attached to the user account, go to the User & License Settings tab. From here, you can:
   • Add a License — Click Add, fill in your license information, set up your digital signature, and click OK. If you're licensed in multiple states, you must create a separate license for each.
   • Edit a License — Click to select the license you want to edit and click Edit. Then, update your license information, set up or adjust your signature, and click OK.
   • Remove a License — Click to select the license you want to remove and click Delete. Then, click Yes to confirm that you want to delete the license.

     

4. To confirm your identity for eSign signatures:
   • Click Verify Identity, type your a la mode Username and Password into the boxes that appear, and click OK.
   • In the screen that appears, click I Agree to authorize a la mode to verify your identity.
   • Type your name, social security number, date of birth and home address into the provided boxes. Then, click Next.
   • Answer the questions about your credit history to verify your identity. Then, click Next.
   • If TOTAL successfully verifies your identity, click Close to continue.
5. When you're finished, click Save to update the user account.