There is a grey button at the top of your screen marked Your Profile.

The Your Profile section will display your current details and provide the opportunity to update the information.

Your details

Your details is where Inform Direct stores your name, email address etc. (as detailed above).  You can edit your details by clicking on the blue "Edit your details" button on the right of the screen.

If you need to change your password click on the blue "Change password" button.

Your recent logins

A list of logins over the previous 30 days will be shown, including the time logged in and approximate location of the login. 

Your access rights

Below is an example of the access rights available to the User. Different User Types will have different levels of access.  They could also have been further tailored by the Administrator(s). If anything needs to be changed, consult your usual Administrator.

Your settings

The blue "Change settings" button allows you to change these settings.

For more details about either option, see What does the Change settings button do?

This tab will detail whether you have turned on/off the settings giving you the option to:

• Allow Annual Return download
• Hide help text

It will also detail how soon a due date turns amber and then red on the portfolio screen, please see How Do I Change the Colour Coding of Dates?

Your portfolio settings

This tab allows the option to select either the default Portfolio screen layout or to create and use custom fields. How do I change the portfolio screen settings & fields?