Change your profile
Your profile is what the people in your projects see of you: your name, company, trade and photo. It also shows your email address, your plan, how many active projects you have and how much storage they use.
To open it, open the menu and tap Profile (click it on a Mac). It opens as a card over whatever you were looking at. Tap outside the card, or its X, to close it again.
Change your details
Section titled “Change your details”- Open the menu, then Profile.
- Tap Edit.
- Change any of First Name, Last Name, Company Name, Phone Number and Role.
- Tap Done.
Every box needs filling in, and Phone Number takes 10 digits. Your changes show in Contacts on everyone else’s devices too.
Role is your trade, such as Architect or Inspector. It’s the trade you have on every project, unless you pick a different one for yourself on a project: tap your own trade in that project’s Contacts. Your trade shows in whichever language the app is set to.
Change your photo
Section titled “Change your photo”- Open your profile.
- Tap your photo or initials. A camera appears on it.
- Tap it again, and pick a photo. It can be a JPEG or a PNG.
The new photo replaces the old one on your profile and beside your messages and comments, on every device. On an iPhone or iPad, ProPlans needs to be allowed to use your photos: see Permissions.
Change your email address
Section titled “Change your email address”- Open your profile and tap Edit.
- Type the new address in Email address, and tap Done.
- ProPlans sends a code to the new address. Type it on Verify your email and tap Verify.
Until you enter the code, your account keeps the old address: you still sign in with it, and your profile says it is waiting for the new one to be verified. To call the change off, tap Edit, type your current address back in, and tap Done. An address that already belongs to another account is refused, and the rest of your changes are still saved.