User Profile Settings

Every Advisor has a User Profile that they can access from their Web Dashboard.

To Access your User Profile:
Login to the Web Dashboard
Click on the top right dropdown
Click User Profile

From the User Profile, you can:
Add a profile photo (encouraged)
Add a secondary desk phone (extension option)
Updated your contact information
Customize which devices you want to ring for incoming VoiceHub calls
Disable SMS notification - we will only send your push notifications, not text message notifications

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