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Profile Settings

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Profile Settings

Guides > Getting Started > Profile Settings

What you'll learn

This guide shows you how to view and update your profile settings in OneLead, including your personal information, photo, password, and preferences.

Why your profile matters

Your profile is how you appear to customers and your team.
Your profile includes:
  • Name and profile photo
  • Contact information (email, phone number)
  • Your dealership and assigned role
  • Details used on your digital business card
  • System preferences
Why keep it updated:
  • Customers see your information on your digital card
  • Your photo appears in messages and contact previews
  • Accurate details help customers reach you
  • A complete profile builds trust and looks professional
 
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Accessing Profile Settings

📱 Mobile App (iOS & Android)

Step 1: Open the OneLead app
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Step 2: Tap the profile icon (usually top-left)
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Step 3: When the side pane opens, tap Profile
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Step 4: Tap Edit to update your details
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💻 Web/Desktop App

Step 1: Log in to OneLead
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Step 2: Click your profile photo or name (bottom-left)
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Step 3: Select My Profile
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Step 4: Your profile page opens
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Your Profile Overview

What you’ll see:

Profile Photo
  • Current image (or placeholder)
  • Option to upload/replace your photo
Basic Information
  • First name
  • Last name
  • Email address
  • Phone number
Work Details
  • Dealership(s)
  • Referenced role / actual system role
  • Brand assignments (if enabled)
System Preferences (Coming soon)
  • Language
  • Notifications
  • Display options

Changing Your Profile Picture

📱 Mobile App

Step 1: Go to Profile Settings
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Step 2: Tap your current photo
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Step 3: Choose a source:
  • Photo library
  • Take new photo
  • Grant permissions if prompted
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Step 4: Crop and adjust
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Step 5: Tap Save Changes
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💻 Web/Desktop

Step 1: Go to Profile Settings
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Step 2: Click Upload image
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Step 3: Select a JPG/PNG file
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Step 4: Crop if required
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Step 5: Click Set new profile picture
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Photo Guidelines

Recommended:
  • Clear, well-lit headshot
  • Plain background
  • Business casual attire
  • Recent, professional-looking image
Avoid:
  • Group photos
  • Selfies or filtered images
  • Sunglasses, hats
  • Blurry or dark photos
Technical specs:
  • JPG or PNG
  • 500×500px or larger
  • Under 5 MB
  • Square (1:1) preferred
💡
Pro Tip: Your digital business card uses this photo. Choose one that feels trustworthy and professional.

Editing Your Basic Information

Personal details you can edit:

  • First name
  • Last name
  • Phone number
You cannot edit:
  • ❌ Email address (must contact admin)
 
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Updating Your Name

Step 1: Open Profile Settings
Step 2: Edit the name fields
Step 3: Save changes
Where it updates:
  • Digital business card
  • Customer records
  • Messaging
  • Reporting

Updating Your Phone Number

Step 1: Open Profile Settings
Step 2: Edit "Phone Number" field
Step 3: Save
Format tips:
  • Mobile preferred
  • e.g., 0412 345 678 or (03) 9123 4567
⚠️
Important: Use a number you actively monitor. Customers may call or text you directly.

Changing Your Email Address

You cannot change your email yourself.
Why:
  • Your email is your username
  • Used for authentication and OTP
  • Prevents unauthorised account access
To request a change:
  1. Contact your manager/administrator
  1. Provide current + new email
  1. Admin contacts OneLead support for update
  1. You’ll receive a confirmation once changed

Changing Your Password

💻 Web/Desktop App

Step 1: Open Profile Settings
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Step 2: Find Change Password
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Step 3: Enter current password
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Step 4: Enter and confirm new password
Password must include:
  • Minimum 8 characters
  • One uppercase letter
  • One number
  • Special character recommended
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Step 5: Save changes
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Step 6: Success message appears
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Pro Tip: Update your password every 90 days. Set a recurring reminder.

Privacy Settings

Information visible to customers:

  • Your name
  • Photo (if set)
  • Phone number
  • Email
  • Dealership

Visible to your team:

  • Same as above, plus:
  • Role
  • Performance metrics (if manager/admin)

Not visible:

  • Password
  • Private notes
  • Login activity

Profile Completeness

Why complete it?

  • Looks more professional
  • Customers trust you faster
  • Card details populate correctly
  • Colleagues can contact you easily

Required fields:

  • First name
  • Last name
  • Email
  • Dealership

Recommended:

  • Phone number
  • Profile photo
  • Job title

Troubleshooting Profile Issues

Picture won’t upload

Check:
  • File size < 5 MB
  • JPG/PNG format
  • Strong internet connection
Try:
  • Compressing the image
  • Using another browser
  • Clearing cache

Changes not saving

Possible causes:
  • Connection issue
  • Browser problem
  • Missing “Save” action
  • Permissions limit
Try:
  • Refreshing
  • Saving again
  • Switching devices
  • Asking admin to check permissions

Profile picture not updating on digital card

Causes:
  • Sync delay
  • Cached data
  • Multiple sessions
Fix:
  • Wait 5–10 minutes
  • Log out and back in
  • Clear app/browser cache

Best Practices

Do’s

  • Use a professional photo
  • Keep contact info current
  • Update profile when role changes
  • Change password regularly
  • Test your digital card occasionally

Don’ts

  • Use inappropriate images
  • Forget to save changes
  • Share login credentials
  • Use outdated contact details