How to set up your Edvisor account

Learn how to configure your settings on Edvisor to ensure smooth operation and maximize the benefits you get from the platform.

Before you start using the platform, it's important to configure your settings to ensure everything runs smoothly.

Accessing the Settings section

To access the settings section:

1. Click on your user icon at the top right corner of the screen (usually a circle with your initials until you add a profile picture).
2. Select Settings.
3. You will find five tabs corresponding to different levels of settings you can personalize:
   • Personal Settings
   • Team Settings
   • Office Settings
   • Company Settings
   • Payment Settings

🔹 Personal Settings (User Level)

These settings are configured by individual users. Each new team member must add their personal details here.

Within this section, users can:

• Update personal information: such as name, email, and profile picture.
• Change password: update their password regularly for security.
• Set "from" email: the email address from which students will receive information.
• Manage reminder preferences: stay updated on important activities.
• Change platform language: choose the language in which they see the platform.

🔹 Team Settings (Admin Level)

In this section, Admins can manage the entire team and their access to Edvisor:

• Add new team members: and edit their personal information.
• Delete team members: remove access when necessary.
• Create and assign roles: manage permissions and access for your staff members.

🔹 Company Settings (Admin Level)

• Add your company information
• Set up how you work with currencies and exchange rates
• Create and set up your sales pipelines
• Create and customize your email templates

🔹 Offices Settings (Admin Level)

• Add, edit, and delete new offices and their information.
• Add Custom Fields for your students profile.
• Customize the look and feel of your quotes. 

🔹 Payment Settings (Admin Level)

Manage your subscription settings in this section:

• Adjust User Slots: Add or remove users from your subscription.
• Edit Your Credit Card Information: Update your payment details.
• Cancel Edvisor Subscription

This is a quick overview of the different settings you can configure on Edvisor. Click on the different links for in-depth tutorials on how to perform each task.

By properly setting up these configurations, you'll create a strong foundation for using Edvisor effectively. Accurate setup ensures efficient teamwork, smooth communication, and maximized platform features!

If you need any assistance, do not hesitate to reach our to your account manager or contact our support team via the chat box.