Your profile

What it is

Your profile is how you appear to the people in your organisation and on the documents you produce: your name, your job title, your confirmed mobile, your signature and a short bio. It is reached from the account menu at the bottom of the nav, under Profile, and sits beside the other settings pages.

Before you start

• Nothing. Every Base account has a profile.
• To confirm a mobile number you need the phone with you; Base texts a code to it.
• Your email is set by your login and cannot be changed on this page.

How to

Set your name and job title

1. Under Identity, type your Full name and your Job title (your role, not your name: Project Manager, Estimator, Director).
2. Press Save changes.

The job title tells the assistant and your teammates what you do.

Confirm your mobile

1. Under Contact, next to Mobile, enter your number and request the code.
2. Type the code Base texts you.

The number is saved only when the code is confirmed, so a typo never becomes your number. To change it later, press the change button and repeat.

Add your signature

1. Under Signature, press Draw signature and sign in the pad, or upload an image of your signature. Press Clear to start again, then Save signature.

Your signature is stamped, with your name and the date, onto your side of the signature lines on documents you generate: notices, letters, purchase orders, inspection documents. Remove it from the same card.

Write a short bio

1. Under About you, write a line of context: what you do, what you specialise in.
2. Press Save changes.

What happens on its own

• Where a document carries your signature line, your saved signature is placed there when the document is generated.
• The assistant can read your profile and fill in or save your name, job title and bio when you ask. Your mobile and your signature are yours to set; it does not touch them.

Things that surprise people

• There is no avatar upload, password change or notification setting on this page. Notifications are on the Notifications page.
• A mobile number is never saved by typing it. Only the texted code saves it.
• Save changes covers name, job title and bio. The mobile saves when its code is confirmed, and the signature has its own Save signature button.
• Your email cannot be edited here. It is your login.

Related

• Business profile for your role as the assistant sees it, and the team's roles.
• Signing for how a signature line on a document is completed.