Profile and Settings
Your profile page controls how you appear in the portal, including your public bio, photo, and expertise areas that are used in forum matching and lead recommendations.
Table of contents
Step-by-step walkthrough
- Navigate to /portal/profile. -> The profile edit form loads with your current information.
- Update your display name, email, and bio. -> Changes are staged locally in the form until you click Save.
- Upload a profile photo using the photo upload control. -> The photo preview updates immediately; the change is not saved until you click Save.
- Click Save before navigating away. -> A confirmation message appears when the save succeeds. If it fails, an error message explains the reason.
Common issues
Changes are lost when navigating away
The profile form does not auto-save. Always click Save before leaving the page or your changes will be discarded.
Photo upload fails
Ensure the image is a JPG or PNG file and under the maximum size limit. Compress the image if it exceeds the size limit.
Tips
Keep your bio current
An up-to-date bio and photo improve your visibility in the forum community and help clients identify the right consultant for their needs.
What to do next
Join the forum
After setting up your profile, post your first question or answer in the forum to start building your community reputation.