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How to Edit your Profile Settings in the Policy Ledger

Upload a profile avatar image Enter your Contact Information Enable or Disable your Policy Owner Notifications

Step 1 - Log into the infineo Policy Ledger

Click on the Profile Avatar Icon in the top right corner of the Policy Ledger and select Profile Settings

Fill in all fields and optionally, upload an image for your profile avatar that will be displayed in the top right corner.

When complete, click on the SAVE CHANGES button at the bottom of the page.

Screenshot 2024-06-25 at 3.26.16 PM

Policy Owner Notifications can be toggled ON and OFF on this page.

 

 

 

Dr. AI Bob