You can create a profile for yourself in Indio to show your picture, certifications, and contact information. This will help bring your face and your brand to the client experience. To start with, this information will show in the client portal. In the future, this information will also show in emails sent from Indio to your clients on your behalf.
How Profiles Work:
Access your profile under the Profile Settings menu item.
You can add a photo and other information such as their certifications and designations, title, phone number, and office address.
3. You can choose from the drop down list of certifications and designations, or you can enter one yourself.
4. Your profile is not shown in the client portal by default. After adding content, simply toggle the switch next to "Show my profile in the client portal" to have your profile shown on the client portal for any client that you're assigned to in Indio.
Still have questions? Feel free to chat with our Support Team! The chat feature is located in the bottom, right-hand corner of the platform or email at firstname.lastname@example.org.
Note: The Indio Technologies platform is most optimized on the browsers such as Microsoft Edge, Google Chrome or Mozilla Firefox. If you use Internet Explorer (IE) 10 or less, there may be limited functionality as a result. Internet Explorer (IE) 10 will reach end of support on January 31, 2020.