User Profile

About User Profile

The user profile feature is available on all Danalix subscription plans and enables you to input, update, and/or delete information such as:

• Firm member name
• Firm address
• Phone number
• Email
• Business license number
• Rate
• Website
• Firm logo
• Update credit card information
• Reset password
• Subscription plan
• Upload any document related to your user profile
• Change or cancel subscription plan
• Delete account

Who Can Use The User Profile Feature

Only Administrative Users [also known as Super Users] have access to the User Profile feature.

Managing The Admin User Profile Information

The Admin User (anyone who is currently logged in with an admin user status) is able to manage both their individual staff information (e.g. billing rate, business license number) and the overall firm’s information (e.g. Firm logo, address, subscription payment details).

Helpful TipsCertain information under the user profile such as address, firm logo, and website address are used on all users’ profile and certain documents. As such, each time the Admin User make changes to these information, the changes will be reflected on any feature, function, documents, etc. that uses the information. For example, the retainer agreement uses the firm logo uploaded under the user profile. If you update the firm logo and there is an existing retainer agreement that has already been signed off with the previous firm logo, the document will get updated with the new logo.

Updated on: 05/09/2023

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