Whether you need to change your name, update your email address, adjust your timezone, or link your GivePulse account with Facebook, these simple yet essential account updates can enhance your experience on our platform. In this article, we will guide you through the step-by-step process of customizing your profile, ensuring that your profile accurately reflects your identity and preferences.
This article will cover the following:
- How to Access Your Public Profile View
- How to Upload a Profile Picture
- How to Upload a Cover Photo
- How to Make Your Profile Private
- How to Update Your Name/Preferred Name
- How to Update Your Email Address
- How to Change Your Timezone
- How to Link/Unlink Your Facebook Account
- How to Update Your Education
- How to Enable the New Add Impact Workflow
How to Access Your Public Profile View
To navigate to your public profile view, select the Profile icon in the top right navigation tab, then select Profile in the dropdown menu.
You will then see the displayed screen.
To edit your profile, hit the Edit Profile button on the right hand side of the screen, under the cover photo.
How to Upload a Profile Picture
To select or change your profile picture, navigate to Basic Info. You will be directed to this screen.
Select Choose File, You can then upload any picture. Click Save.
Your profile picture will then be visible.
How to Upload a Cover Photo
To select or change your cover photo, navigate to Settings on the left side of the screen. Select Choose File, You can then upload any picture. Click Save.
This is what your profile dashboard will look like when a cover photo and a profile picture are selected.
How to Make Your Profile Private
To make your profile private, navigate to your 'Account' and on the left menu, click 'Settings.' Here you can choose how to display your name and there is an option to make your profile private by checking or unchecking the box. Once you're done making changes, hit 'Save.'
Note: Making your profile private will limit its access from public users. If you are a member of a group or have registered to an event, administrators will still be able to see and identify who you are. Click here to read more about the GivePulse Privacy Policy.
How to Update Your Name/Preferred Name
To update your name, navigate to Basic Info on the left side of the screen. Make adjustments to your first, middle, or last name. Click Save at the bottom of the screen.
If you can't change your name:
- Your account may be managed by your school, employer, or institution.
- Contact your institution's IT department to request an update be made to the name on your GivePulse account.
You can display a Preferred First Name:
- Check the box below your "Preferred First Name" to show it on public pages instead of your Legal Name.
Click Save to save any changes you have made to your name.
How to Update Your Email Address
You may need to update your email address or add an additional email address to your account.
To do so, once you have logged in, navigate to the top right navigation bar and click "Hi [Name]" and then select Account.
To update, add, or remove email addresses, follow these steps:
- Scroll down on the page until you find "Email Addresses."
- Click on "Add Additional Email Address" to add another email.
- If you want the new email to be the primary address:
- Under drop-down "Actions" menu on the right of the email, choose "Make Primary Email."
- Verify the email by following the confirmation email received.
- You will be required to add a new email before removing any email you no longer want associated with your account.
- To remove an email:
- Use the drop-down "Actions" menu to the right of the email you want to remove.
- Click on "Remove" from the menu.
- Remember to click "Save Changes" once you have finished the updates.
How to Change Your Timezone
Any user can log into their user account and change their own timezone. In the top navigation bar, click the Profile icon, then select Account in the dropdown menu.
Navigate to the left tabs and you will Click on 'Basic Info.'
Scroll down until you see 'Timezone' change it to the correct one and remember to select 'Save Changes.'
How to Link/Unlink Your Facebook Account
Users can connect a Facebook account to their GivePulse account to utilize Facebook as a login method in the future. To log in you must do the following.
To link a Facebook account, go to your GivePulse account and go to your account settings area. Select Link to Facebook. This will take you to the Facebook login page where you will be asked to log in and be prompted to allow GivePulse to link to your Facebook.
Once your account has been linked, you can sign in using Facebook on both a web browser as well as the GivePulse mobile app.
GivePulse Pro Tip: If you have your Facebook account linked, when sharing an event, you can be automatically taken to your Facebook page to post the event to your page.
You can choose to unlink your Facebook at any time. To unlink, you will need to navigate to Your Profile > Account and select Unlink Facebook.
How to Update Your Education
You can add an education or fellowship Record by going to your account settings and clicking on Education & Fellowship in the left-side menu.
In the top right corner, click + Add Education to enter in your education level degree, school, or university. This process can be completed for Fellowships as well using the + Add Fellowship button.
Once saved, education and fellowship records can be updated or deleted using the icons located next to the record.
If you have any questions, please Submit a Support Ticket.
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