Team Member Profile & Settings

The Team Member Profile contains the personal and contact information about the Team Member, like his name, job title, email address and phone numbers.

The Team Member Profile is also where you’ll find all the settings that the Team Member has configured, like his default page, frequency of Notifications and language settings.

Find a Team Member profile

The easiest way to get to a Team Member Profile is to find the Team Member on the Team Members page and clicking on the edit button (it has a pencil icon) at the very right of the row with information about the Team Member. This will take you straight to their Profile.

By clicking on the pencil icon, you open the Team Member's profile and settings page.
By clicking on the pencil icon, you open the Team Member's profile and settings page.

Avatar

An avatar is an image that Clients and Team Members can upload to make their account easily recognizable and the online experience more personal. Throughout your portal, whenever you see a Dossier, Document, Invoice, or did anything else that the Team Member is connected with or working on, we will display their avatar.

If a Team Member has not done so, you may add an avatar for them. Avatars are known to make the online experience much more personal and thus comfortable for your Clients.

Adding an avatar for every Team Member is by far the easiest to way to significantly improve your Clients’ satisfaction.

Team Member details

Username

Settings

On the Team Member Profile, you can also configure settings that change how your portal works for that particular Team Member. Some of these settings are also available to the Team Member himself, so be careful to not accidentally change what they’ve already configured.

Any changes you make here will override any settings that your Team Member might have configured for himself.
Administrators can also change a lot of the default values for many of these settings in the Portal Settings. That way you don’t have to make the same changes over and over for every Team Member.

The settings you can edit are:

  • Email notification – this allows you to configure how often this Team Member receives Notifications from your portal.
    You can decide how often this Team Member will receive notifications from your portal.
  • Default page – When a Team Member logs into FastPortal, by default it will open their Dashboard We think the Dashboard is a good place to start for most people, but perhaps this Team Members works in your finance department and they only care about the invoices. In that case you can pick another default page that opens when they login.
    You can set the default page that opens when this Team Member logs in or clicks on your logo.
    The default page is also the page that opens when the Team Member clicks on the logo to the left of the menu.
  • Language – FastPortal supports Dutch and English at this time. If both are enabled for your portal, a Team Member can pick in which language he wants to see your portal. All email messages (including Notifications) from FastPortal will also be in the language that was picked in their profile.

Administrator

On a Team Member Profile, you will see a toggle button next to Admin. If you set this to Yes, you turn this Team Member into an Administrator. If you change set the toggle to No and save the profile, this Team Member will be a regular Team Member without Administrator rights.

By clicking on the pencil icon, you open the Team Member's profile and settings page.
By clicking on the pencil icon, you open the Team Member's profile and settings page.