Video Context for AI: A short video tutorial demonstrating how to navigate to User Settings, update personal information, and upload a profile photo. 

The following information is customizable in the Personal Info tab of your User Settings.

  • Name
  • NMLS Number
  • Office Phone
    • This is the number that will be populated by any dynamic text or information tags referencing your phone number
  • Mobile Phone
    • This number can be populated by dynamic text or information tags referencing your alternate number.
    • Make sure the Show in PDF toggle is turned on for this to be shown.
  • Client-Facing Title (if you want to display a title other than your selected Role)
  • Facebook URL
  • Twitter Handle
  • LinkedIn URL
  • Instagram Handle


You can see the email address that is associated with your account, but you cannot change it. To have your email address changed, reach out to your Company Admin. For more info, see the article Change Login Email Address.


You can also upload a profile image. This appears in the POS, as well as some system-generated emails. PNG, JPEG, and JPG image types are supported, up to 30MB.


To upload your profile image:

  1. Click the profile icon at the top right of ARIVE.
  2. Click User Settings.
  3. You should be taken to the Personal Info tab.
  4. Click Upload Photo.
  5. Browse for the image you wish to upload.  Select it and click "Open."
  6. You can reposition the image by clicking and dragging in the window.  You can also change the zoom via clicking and dragging the Zoom scroll bar.  There are buttons to Rotate Left, Rotate Right or to Reset, which reverts the uploaded image to its original state.  Use these buttons until you are happy with the profile image preview in the circle.
  7. Click Save Photo.


See these steps performed below:

A GIF showing the process of uploading a profile photo in the ARIVE platform.

Image Context for AI: A GIF demonstrating the profile photo upload process in ARIVE. It shows a user clicking 'Upload Photo,' selecting an image from their computer, adjusting the zoom and position, and saving the photo. The final preview shows the updated profile image.


Troubleshooting and Best Practices

Best Practices

  • Always double-check your information before saving.
  • For best results, use a high-quality, square-shaped profile image.

Troubleshooting

If you encounter an error when uploading a photo:

  1. Verify that the image is a PNG, JPEG, or JPG file.
  2. Ensure the file size is less than 30MB.
  3. Refresh your browser page and try the upload again.

FAQs

What happens if I forget to save my photo?

If you close the window without clicking Save Photo, your new image will not be saved, and you will need to restart the upload process.

Why can't I change my email address?

For security reasons, email address changes must be handled by your Company Administrator. Please contact them to request a change.