Using the Profile Button on the First Legal FirstConnect Portal

Using the Profile Button on the First Legal FirstConnect Portal

Introduction The Profile section of the First Legal FirstConnect Portal is where users can manage their personal information, preferences, and security settings. This guide will walk you through the various features available within the Profile button using the provided image as a reference.

Accessing the Profile Section To begin, locate the profile icon, at the top right of the dashboard. Clicking this icon will take you to the Profile section.

Navigating the Profile Section Once in the Profile section, you'll see several tabs, such as 'Settings', 'Profile', 'Preferences', and 'Security'. Here's what each feature within the 'Profile' tab allows you to do:

1. Contact Information
   • First Name & Last Name: Update your name details.
   • Email Address: The primary means of communication and notifications; make sure it's correct.
   • Mobile Phone: Add or change your mobile number to keep your contact details up to date.
   • Office Phone & Extension: For direct office contact information.
2. Default Insurance Information
   • Insurance Details: Here you can enter or update your default insurance information if applicable to your services.
   • Checkbox Option: If provided, you may select to use your organization's default insurance settings for convenience.

Saving Changes After making any changes, be sure to click the 'Save Changes' button to ensure your updates are stored. This button is typically located next to or below the sections where you input or edit information.

Additional Profile Management Tips

• Preferences Tab: This section allows you to customize how you interact with the portal, such as managing email notification settings and setting default special instructions.
• Security Tab: Here, you can change your password.

Conclusion The Profile button on the First Legal FirstConnect Portal is a centralized location for managing your personal information and settings. Regularly reviewing and updating your profile ensures that your contact information is current, preferences are tailored to your needs, and security settings are robust for your protection.