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Introduction

  • MobilOS Overview
  • Video Tutorials
  • First Steps
  • Inviting Users

Manager Panel

  • Main Dashboard
  • Service Schedule
  • Quotes
  • Work Orders
  • Managing Clients
  • Managing your Team
  • Specialties and Suggestions
  • Service Catalog
  • Reports
  • Subscription and Billing

Technician Panel

  • Overview (Mobile)
  • My Tasks
  • Executing a WO
  • Digital Proofs (Photos/Signature)

Support Panel (MobilOS Team)

  • MobilOS Support Dashboard
  • Managing Client Tickets
  • MobilOS Chat Center

Settings and Profile

  • My Profile
  • Organization Logo

My Profile

The 'My Profile' page allows you to manage your personal information, change your access password, and, if you are a MANAGER, configure your organization's logo.


Accessing the 'My Profile' Page

1

Locate the Link

In your dashboard's side menu, in the 'My Profile' section, look for the 'My Profile' link.
'My Profile' link in the side menu.
2

Navigate to the Page

Click the link to be directed to the settings page.

Updating Personal Information

In this section, you can edit:

  • Full Name: Your name as it will be displayed in the system.
  • Phone: Your contact phone number.
  • Email: Your login email address.
1

Edit Fields

Modify the fields as needed.
2

Save Changes

Click 'Save Profile Changes' to apply the changes.
Personal information editing fields.

Email Change

If you change your email address, this new email will become your primary login. Make sure it is correct.


Changing Your Password

It is a good security practice to change your password periodically.

1

Locate the Password Section

On the 'My Profile' page, find the 'Change Password' section.
2

Fill in the Fields

  • Current Password: Enter your current login password.
  • New Password: Create a new strong password (minimum 6 characters).
  • Confirm New Password: Re-enter the new password.
Password change fields.
3

Save New Password

Click 'Save Profile Changes'. Your password will be updated.

Organization Logo (Managers Only)

If you are a user with the MANAGER role, the 'My Profile' page also offers the functionality to manage your company's logo.

This functionality is detailed in the Organization Logo section.

Keeping your profile updated and your password secure contributes to the proper use and security of your account.

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