- To edit your profile, click on the Pencil in the top right corner of your profile.
- This will open your profile in edit mode. It looks like this. Once you are in edit mode, you can type into any of the fields to add or updater the info stored in your profile. Once you have completed your edits, you must save your changes by clicking on the green check mark in the upper right hand corner.
What's On Your Profile Page?
Here's an overview of the key items that you can edit on your profile page.
- Member Search: Search for other site members. The Search box allows you to enter part of a person’s name and find that user’s profile. If more than one user fits that search criteria, you can choose the user from a list of results.
- Change Password: use these fields to change your password. Enter your existing password, then your new password. You will have to enter your new password a second time to confirm it. Click on the “change password” button to save the change.
- Email: If you forget your password for Berthel One, this is the email address where that reminder will be sent. This is required to be your monitored account.
- Social Media & Personal Memberships: These fields can hold your IDs for the various services mentioned. Just a reminder that the info will be public and can be seen by other portal users.
- Group - This is your group setting. The group setting controls the side menu and a variety of permissions. Most users will only have access to one group.
- Single Sign On Credentials
- B/R Password - This service is no longer used.
- DST Login and Password: these fields hold your DST Vision login and password info. This controls whether our single sign on to DST Vision and DST Vision Professional works. Single sign-on to DST Vision only works once you have added your id and password.
- Redtail Key - holding place for a future integration planned for Redtail.
- LA Anywhere ID & Password
Default Page: Currently, when you login, the My Office page is the default start page for everyone. Your Default Page loads when you first login to the site, or if you refresh your screen. You now have the ability to choose your start page. You select it by choosing one of the following in the Default Page drop down on your profile page.
Office: This is the current default for everyone.
Dashboard: The dashboard is an alert page that shows you notifications for the portal.
Newsletter (What’s New): If you feel like you are missing important news and info from the home office, this is a great landing page for you.
CRM: Spend most of your day working with your contacts? Choose this and you’ll always see your contact manager upon logging in.
Business Submissions: Choose this to view your saved account wizard items.
Daily or Monthly Calendar: If you use the system’s calendar, this may be the best pick for you.
- Save/Cancel: These icons indicate that you are in edit mode. Use the green check mark to save your edits. The red x is used to close the screen without saving your changes.
- Photo: Use this section to add a photo to your profile. We recommend using a photo that is 150 pixels wide by 200 pixels tall. The profile picture should be a .jpg or .png. You can upload your photo by clicking on the button
This will allow you to browse to your local pc or network and upload your photo. - Email Post Notification: Check this box if you wish to receive email notifications when discussion threads and forums have new posts. The email will contain a link to the discussion thread.
Email Comment Notification: Check this is you want an email notification whenever someone makes a comment on one of your posts.
- Service Center Notifications: Don’t want to get e-mail notifications about the change of status for your service center tickets? Opt out in your profile. This setting is defaulted to yes. To opt out, uncheck the box next to Service Center Notifications (see below) and you will no longer receive the e-mails.
- Presence: Allows you to set your presence on the portal to show others if you are online, offline or on vacation.
- Post Display: The post display determines how posts are displayed on a page.
- Reverse Post: displays the newest posts first.
- Standard: displays the posts in chronological order, starting with the oldest post first.
- Default: Allows the default of the discussion page to determine the display order.
Password Requirements
Note: PASSWORD REQUIREMENTS: The single sign on feature lets you access multiple platforms. Because of this AND for security reasons, we require stronger than average passwords for Berthel One. Passwords must be a minimum of 8 characters and contain one capital letter, one number and one symbol or special character.