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Select the Profile tab to view the information you want to update.

- Photo (select 'Browse Files' to upload the image file from the device)
 
 
- First Name
- Last Name
- Phone Number
- Biography
- Default Map Type
 - Roadmap
 - Satellite
 
 
- Note: Please contact Support to update your Email Address

- Profile Information
 - Photo (select 'Browse Files' to upload the image file from the device)
 
 
 - First Name
 - Last Name
 - Phone Number
 - Biography
 - Default Map Type
 - Roadmap
 - Satellite
 
 
 - Note: Please contact Support to update your Email Address

- Company Name
 - Note: Enable the “Self-Employed” option if relevant.
- Job Title
- Role
 - Commercial Broker
 - Residential Broker
 - Investor / Owner / Developer
 - Other Service Provider 
 
 
- Company Website
- Country
- Address
- City
- State
- Zip

- Company
 - Company Name
 - Note: Enable the “Self-Employed” option if relevant.
 - Job Title
 - Role
 - Commercial Broker
 - Residential Broker
 - Investor / Owner / Developer
 - Other Service Provider 
 
 
 - Company Website
 - Country
 - Address
 - City
 - State
 - Zip

- Facebook URL
- X (Twitter) URL
- LinkedIn URL

- Social
 - Facebook URL
 - X (Twitter) URL
 - LinkedIn URL

For Investor / Owner / Developer type of subscription:

- Investor Type
 - Private Investor
 - Institutional Fund
 - Opportunity Fund
 - Pension Fund/Advisor
 - REIT
 - Foreign
 - Insurance Co.
 - Owner/User
 - Other
- 1031 Exchange
 - Yes or No
- 1031 Expiration Date

- Investment Information
 - Investor Type
 - Private Investor
 - Institutional Fund
 - Opportunity Fund
 - Pension Fund/Advisor
 - REIT
 - Foreign
 - Insurance Co.
 - Owner/User
 - Other
 - 1031 Exchange
 - Yes or No
 - 1031 Expiration Date

Select Save Changes to save the information on the profile page

This allows you to update information related to your profile, company, and social accounts on the Profile page within the Account Settings.

How To Update Information on the Profile page

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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