Personal Settings

Personal Settings (Settings → Personal, the first tab) holds your first and last name, email address, phone number, and profile picture — JPEG, JPG, GIF, or PNG under 2 MB, visible to students on proposals and emails. It also holds the Password section (change it while logged in, or reset it when locked out) and the "From" email address for outbound emails, which is set separately from your personal email and confirmed by email via Postmark. The same tab also sets your display language (interface only; admins can apply one language account-wide), your Reminder Preferences (program start, program end, unpaid invoice due, student birthday, and studying duration, shown in the notifications bar), and Other Preferences such as task email reminders, highlighting new students, and auto-archiving inactive students — all applying to your own account and view.

Configure your own account details. These settings affect only you — they are separate from your team and company settings.

Personal information and password

How to access

User icon (top right) → Settings → Personal (the first tab).

Personal information

Under Personal Information you can edit:

• First Name and Last Name
• Email Address
• Phone Number

Profile picture

1. Under Profile Picture, click Upload Photo.
2. Choose an image from your computer.

You can use a personal photo or your company logo. The image must be JPEG, JPG, GIF, or PNG, and under 2 MB. Students can see it on proposals and emails.

Password

Your password is set in the Password section of this tab. For the full walkthrough — including how to change it while logged in and how to reset it when you are locked out — see Changing or resetting your password below.

Email Settings ("From" email)

This is the address students see and reply to on your outbound emails. The default is info@edvisor.io.

1. Scroll to Email Settings.
2. Under "From" Email address for outbound emails, click Manage, then Change email address.
3. Enter the new address and confirm.
4. Check your inbox for the confirmation email (sent via Postmark) and follow the link to finish.

Important. Your "From" email is set separately from the email in Personal Information. Set it here even if your personal email is already correct.

Tips and common issues

• If your photo will not upload, check the file type and that it is under 2 MB.
• If students reply to the wrong address, check your "From" email in Email Settings.

Changing or resetting your password

Two paths: while logged in (change), or locked out (reset).

Before you start

• To change your password, you need to know your current password.
• To reset it, you need access to the email address on your account.

Change your password (logged in)

1. Click the user icon (your initials) in the top right.
2. Click Settings and open the Personal tab.
3. Scroll to the Password section.
4. Enter the new password under New Password.
5. Confirm it by typing it again under Confirm New Password.
6. Enter your Current Password.
7. Click Save.

Reset your password (locked out)

1. Click Forgot your password? on the login page.
2. Enter the email address on your account.
3. Click Send.
4. Check your email for the reset link.
5. Follow the link to create a new password.
6. Return to the login page and log in.

Tips and common issues

• Use a unique password that you do not reuse on other services.
• Update your password periodically for security.
• If the reset email does not arrive, check your spam folder and confirm you used the correct email address.

Changing your display language

You can choose the language you use Edvisor in, and admins can apply one language to the whole account.

What it is

The Language setting on your Personal tab sets the language of the Edvisor interface for your account.

Why it matters

• Work in the language you are most comfortable with.
• Admins can keep the whole team on one language for consistency.

Before you start

Applying the language to everyone in the account may require admin access.

Step by step

1. Open the Language setting
2. Click the user icon (your initials) in the top right.
3. Click Settings and open the Personal tab.
4. Scroll to Language.
5. Choose your language

Under Use Edvisor in, select your language.

1. (Optional) Apply it to everyone

If you want the whole account to use this language, tick Apply this to everyone in your account.

Your changes save on this page.

Tips and common issues

• If the "apply to everyone" option is greyed out, you likely need admin access.
• The language setting changes the interface, not the content your students receive.

Reminders and other preferences

Configure your personal reminders and preferences in Settings → Personal. These preferences apply to your own account and your own view.

Reminder preferences

Scroll to Reminder Preferences. Tick the box for any reminder you want, then pick a timing under Select an Option:

Reminders appear in your notifications bar (the bell icon on the right side) inside Edvisor — not by email. Your changes save on this page.

Other preferences

Scroll to Other Preferences. The defaults are recommended but adjustable.

• Email me about my tasks. Receive email reminders for tasks you create.
• Highlight students as new when they are added within… Tick the box and choose a time period (for example, 1 day). New students show a "new" highlight for that period, so they are easy to spot.
• Archive students that haven't been active for over… Tick the box and choose a time period under Select an Option. Students with no activity for longer than that period are archived automatically. Archiving only hides them from your active list — archived students can still be found.

Your changes save on this page.

Tips and common issues

• If you do not see reminders, check that the box is ticked and a timing is selected.
• Reminders show in your notifications bar inside Edvisor, not by email.
• If students disappear from your active list, check the auto-archive setting — they may have been archived, not deleted.