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Getting Started
Getting Started
  • Getting Started
  • Completing ASM and Front Desk Checklists
  • Completing Checklist Training Template
  • Dashboard Overview
  • Document Library
  • Locations
  • Onboarding Support Intro
  • Profile Settings and Logging Out
  • Reporting
  • Responding to Action Items
  • Settings -> Users
  • Settings -> Company
  • Settings -> Templates
  • Starting and Completing a Review
  • Training Overview
  • Objective: How to create and maintain a company structure in Action Card

Profile Settings and Logging Out

Objectives

  1. Modifying first name, last name, and email address
  2. Changing password
  3. Adding, changing, or removing avatar
  4. Modifying email notification preferences

Navigating to Your Profile

Modifying Name and Email Address

  1. Click any of the fields, make modifications, and click “Save New Account Settings” at the bottom of the page.

Changing Password

  1. Click any of the fields, make modifications, and click “Save New Account Settings” at the bottom of the page.

Adding, Changing, or Removing Avatar

  1. Click “select files” to add a new image.
    • When on a mobile device, images can be pulled from associated folders, gallery, or linked cloud storage.
    • On a desktop or laptop, file explorer will be prompted.
  2. Don’t forget to click “Save New Account Settings”.

Modifying Email Notification Preferences

  1. Click any of the check boxes to toggle the setting on or off. Click “Save New Account Settings” when finished.
    a. Daily Summaries – summary of activity for the previous day
    b. Weekly Summaries – summary of last 7 days’ activity
    c. Upon Key Reviews being Submitted – notified after any key review is submitted
Last Updated:: 9/17/25, 4:27 PM
Contributors: micah@volanosoftware.com
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Onboarding Support Intro
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Reporting