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Account and Settings Information on the iGUIDE Portal

Updated

Overview

The iGUIDE Portal's account settings let you manage every aspect of your profile, branding, and team. From a single Settings menu, you can update contact details, upload banners and logos, configure iGUIDE defaults, edit your profile, and change your password.

You can also update business details from the Dashboard and create sub-accounts for camera operators to produce iGUIDEs under your business.

In This Article

Where Are My Account Settings?

Your account settings for the iGUIDE portal will be found by clicking your account name on the top right corner of the screen. Once clicked a drop down menu will appear and you can press the "Settings" section to find your account settings.

What Settings Can I Adjust?

  1. Contact Details Settings – Set up your default banner and preview how it will appear on your iGUIDE Portal account
  2. Manage Images Settings – Upload, edit, set defaults, or delete images used for banners, headshots, and logos (limited to 2 GB of storage)
  3. Manage Branding – Create, upload, edit, and view branding templates, including Branded Property Overviews
  4. iGUIDE Defaults Settings – Configure default settings that apply to all future iGUIDE creations
  5. Edit Profile Settings – Update your first name, last name, and account email address
  6. Change Password Settings – Update the password used to log in to your iGUIDE Portal account

How to Change Your Business Details

  1. Go to the iGUIDE Portal and sign in to your account
  2. Click Dashboard in the top menu
  3. Click Business Details on the left side of the screen
  4. Enter the new company name
  5. Enter the new or updated billing email address
  6. Enter your current account password to confirm authorization
  7. Save your changes

How to Update Your Billing Address

The Business Details section is where billing address information is managed. If you need to update your full postal or billing address, follow the steps below. If you need further assistance, contact support with the full postal address you'd like to update.

  1. Sign in to the iGUIDE Portal.
  2. Click Dashboard in the top menu.
  3. Select Business Details from the left menu.
  4. Update the billing email address and any other business details, including your full postal address.
  5. Enter your current account password to confirm the change.
  6. Save your changes.

How to Add a Sub-Account

Sub-accounts let Operators give colleagues or temporary hires the ability to create iGUIDEs in their name. Sub-accounts can access the support area but cannot perform administrative tasks like creating other sub-accounts or changing business details. Only operator accounts (the original account used by the camera purchaser) can create sub-accounts.

  1. Log in to the iGUIDE Portal
  2. Go to Dashboard in the top menu bar
  3. Click Create a new Sub-Account under the Sub-accounts section
  4. Enter the first name, last name, and email address of the person you want to add
  5. Click Create—a confirmation prompt will appear once the sub-account has been created successfully

Important Notes on Sub-Accounts

  1. If the email is already registered, a warning message will appear asking if you want to invite the existing user
  2. Selecting Yes will send an invitation to that user
  3. Once accepted, their existing account will be converted into one of your sub-accounts

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