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The Manage Profile menu are the

The Manage Profile page includes options for managing your login, personal, and subscription information. You can also see your current access entitlements and selected trades and business types.

This section

contains

covers the following topics:  

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Accessing the Manage Profile

window

To access the Manage Profile window,

from the Welcome menu at

Page

At the top right of any page, click your name and then click View My Profile.

The Manage Profile window is displayed.

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Managing

your personal informationAt the top of the menu

Login Information

While on the Manage Profile page, navigate to the Login Information section, where you can change your

account

user name

and

/ email address, security question

and

, password, and

personal information including selected favorite trades and business types.

Note: You cannot change the Company Name value for your account.

Changing your user name / email address

manage your linked accounts.

Changing Your User Name or Email Address

  1. Click in the User Name/Email Address field and type in your new email address.

  2. Click Save Changes.

  3. Your account is now linked to your new email address. Your new email address is displayed in the User Name/Email Address field.

Info

Your user name is your email address and is how you access your account and receive email alerts. Make sure you

are using new email address

use a valid email address when making changes to this setting.

Changing Your Password

  1. Click Change Password.

To change your user name / email address,
Click in the User Name/Email Address box and type the

  1. Fill out the fields for your old password, new password, and confirmation of your new password.

  2. Click Save

Changes.

Result: The email address for your account is changed and the new address is displayed in the box. 

Changing your security question

You should change your security question on a regular basis to ensure that your account is secure. 

To change your security question, 

Click Change Security Question.Result: The current security question and answer is displayed. If you want to keep these, click Cancel

  1. & Continue. Your new password is now saved. Make sure to store your new password in a secure location.

NOTE: Passwords must be 7 to 20 characters long, have at least one uppercase letter, and at least one number.

Changing Your Security Question

  1. Click Change Security Question (If you want to keep your existing security question, click Cancel).

  2. Click in the Security Question

box

  1. field and type the new security question. 

  2. Click in the Security Answer field and type the answer to the security question. 

  3. Click Save & Continue.

 Result: You changes are

  1.  Your new security question is now saved.

 Result: The changes to your account are saved.  AnchorchangingchangingChanging your selected Trades and Business Types

Changing your password

Note: Passwords must be 7 to 20 characters long, have at least one uppercase letter and at least one number. 

To change your password, 

    • Click Change Password.

Result: The Change Password menu is displayed.

    • Enter your new password in both boxes.
    • Click Save & Continue.

Result: Your password is changed. Make sure to store your new password in a secure location.

Changing your personal information
To change your personal information, 
    • Make any changes in the Personal Information menu. 
Note: All values are required. You cannot change the Company Name value. 
    • Click Save Changes. 
Info

You should change your security question on a regular basis to ensure that your account is secure.

Managing Personal Information

While on the Manage Profile page, navigate to the Personal Information section, where you can change your name, address, favorite trades and business types, and other personal information.

NOTE: You cannot change the Company Name value for your account.

Changing Your Personal Information

  1. Click into any field within the Personal Information section and update your information. 

  2. Click Save Changes. Your updates to your personal information are now saved.

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NOTE: All fields are required. You cannot change the Company Name value.

Updating Your Selected Trades and Business Type

Your trade and business type preferences are set

upon your initial access to Insight. These settings

when you log into Insight for the first time. The trade and business type preferences work with your searches to

return

find contractors that play a role on projects that best match your business needs.

Trades

The Trades 

menu

selection is organized by CSI Division and subcategory. You can select as many trades as you need.

Business Type

The Business Type

 menu

 selection lets you

select

choose the work type that most closely matches the work you perform. You can only select one type.

When you make

After making any changes,

make sure to

click Save Changes 

when you are done

on the bottom right of the page to save your new preferences.

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Changing your selected Trades and Business Types

The role for your account is set upon your initial access to Insight. You can select another role from the list. Viewing your subscription information

  • When you make any changes, make sure to click Save Changes when you are done.

Viewing Subscription Information

Your subscription information is displayed in the lower half of the window. The information displayed includes contract stop and start dates and project search criteria such as geography, stages and categories.

For more information, click the link on the page to contact your account representative,

or contact 

or Contact Customer Service.