My account

Members and contacts with a user account for the space website can update their profile details in this section. Users must sign in to access this section.

To access the account details

  1. In the top menu, click My Account.

  2. In the side menu, click Your account.

Members and contacts can configure the photo and cover displayed on their directory profile.

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The full my account page

 

Option

Description

Your photo

The profile photo is displayed on the directory and on the lists on the dashboard. You can add a new photo by clicking Choose File. Check the note for the optimal file size and resolution of your photo. You can also delete the file you uploaded.

Profile cover

The cover is displayed on your profile in the directory. You can add a new photo by clicking Choose File. Check the note for the optimal file size and resolution of your photo. You can also delete the file you uploaded.

View my profile

Members and contacts can see a preview of their updated details.

 

Personal Details

This section includes the contact and billing details of the person. Users can choose to use these details for billing purposes or provide separate billing details. If the billing details are left blank, the contact details are used by default when creating invoices.

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Customer account personal details 

 

The following options are available:

Detail/Option

Description

Full Name

This textbox shows the full name the member or contact used to sign up.

What should we call you?*

This name is used in messages sent from the platform.

Gender

Members and contacts can disclose their gender by selecting an option from the drop-down list.

Phone

An optional phone number textbox.

Mobile

An optional mobile phone number textbox.

Email

This field shows the email address the member or contact used to sign up.

Address

This field shows the address that the member or contact provided when they signed up.

Town/City

The town/city where the address is located.

State/Province

The state/province where the address is located.

Zip/Postcode

The postcode for the address.

Company/Org. Name

The member or contact's company or organisation name.

VAT/Tax Number

The member or contact's tax information.

Company Website

The company website URL address of the members or contact.

My billing details are different than my personal details

Enable this option when you have different billing address details. A new section displays. You can type your different address details in the Billing/Company Details section.

Billing/Company Details

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Customer account billing details

 

The following options are available for the alternate billing details:

Detail

Description

Billing Address

This field shows the alternate billing address.

Billing Town

The town/city where the address is located.

Billing State/Province

The state/province where the billing address is located.

Billing Zip/Postcode

The postcode for the billing address.

Send my invoices to

Members and contacts can provide an alternate email address to send invoices to.

Professional Profile

This section includes the profile details that are visible in the website directory when the List my profile in the directory option is enabled.

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Customer account Professional Profile details
 

 

The following options are available:

Detail/Option

Description

Company Name

The member or contact's company name.

Your Role/Position

The member or contact's business area, for example, consultancy, graphic design, web development, etc.

Industry

The member or contact's URL address, if they have one.

Your bio

A short biography that will be displayed on the member or contact's profile when public.

Your skills

The member or contact's skills can be included as tags in this field (CSS, HTML, Accounting, Web design, etc.). They will be used on the directory when the profile is public.

You have two options when setting up this section:

List my profile in the directory

The profile is published on the directory when this option is enabled.

Social Networks

Users can list the following social media sites in their Nexudus profile:

Network

Description

Twitter

The member or contact's Twitter account. Type the account name without the @ symbol.

Facebook

The member's Facebook profile account address.

LinkedIn

The member or contact's LinkedIn profile account address.

Skype

The member or contact's Skype username.

Google

The member or contact's Google profile account address.

GitHub

The member or contact's GitHub profile account address.

Flickr

The member or contact's Flickr profile account address.

Instagram

The member or contact's Instagram profile account address.

Vimeo

The member or contact's Vimeo profile account address.

Blogger

The member or contact's Blogger profile account address.

Tumblr

The member or contact's Tumblr profile account address.

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Customer social network section

Member 

Your password

Customers can view their 5-digit pin-code and change their password in this section.

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Customer Password and Pin section

 

Recovering the password

Members and contacts with a username to access their online account can recover their access details at any time if they lose or forget them. They can click on request a password reset email to receive an email with password recovery instructions.

  If you wish to change the password for a customer, go to the section on resetting a customer's password to learn how.

Notifications

Members and contacts can configure the notifications that they want to receive. They can enable or disable required settings and click Save changes.

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Customer notification section
 

Custom fields

You can add fields with more information that you may require or want for the members and contacts of your space to include in their personal details. Learn about custom fields here

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