Check out our upcoming webinars and client office hours calendar here!

How Can We Help?

Search icon

Search Results

Manage Settings in the Client Community

 

Manage Settings

  1.  Navigate to the User Menu with your name in the top right corner.
    Name in upper right-hand corner with navigation bar with Home, My Profile, My Settings, Experience Workspaces, Community Builder, Community Setup, Contact Support, and Logout buttons

    This is the central location for users to access personal information and account information.

     
  2. Users can choose a variety of options from the user menu. The table below has more information on the options available.
Available Option Details
Home Select Home at anytime to navigate back to the Client Community homepage.
My Profile

Select My Profile to view profile information. Here users can edit their personal information, interact with their personal feed, view relevant cases, upload files, view groups, and view influence.

Influence

Influence is measured by  user's engagement with the Interfolio Client Community platform. This includes the number of followers, number of others being followed, and the total number of posts, comments, and links.
Influence section with the number of followings, followers, posts, comments, and likes received listed

 
 

Edit Profile

Click Edit within the profile box to edit profile.
Edit button selected in upper right hand corner

  1. Modify desired information on Edit window that appears.
  2. Click Save when finished.
 
 

Store Files

Click Upload Files under the Files section to upload relevant files for storage and later use. 
Files section with Upload Files button selected below

These are not publicly available.

 
 
 

Feed

Under the feed tab, relevant posts, questions, and polls can be viewed and posted.

Ask Question

Select the Question tab to create a question to be answered by other community users. Fill out the form and click Ask when finished.
Question tab selected with Question box and details below

Other users will be able to Like, Answer, or Share the question posted.

 

Create Poll

Select the Poll tab to create a poll. Fill out the form and click Ask when finished.Poll tab selected with question, choice 1, and choice 2 fields below

Other users will be able to Vote, View Results, Like, Comment, or share the poll posted.

 
 
 

Cases

Select the Cases tab adjacent to the Feed tab to view relevant submitted support cases/tickets, and also create a new one. Users can view the group associated with your account, if they are set to be visible.

 
 
My Settings

Select My Settings to view the settings page where a user can update their email address, location/locale, timezone, profile visibility and Interfolio Client Community notifications.

Change Password

Click Change Password to update Interfolio Client Community Password.
Change Password button below the Account Password section

This password, and password reset, will not affect your login or credentials for Interfolio products.

 

 

 
 

Profile Visibility

Click the Information (help) icon under the Profile Visibility section to display more information about each choice under this section.

 
 

Email Notifications

Select the checkboxes to Enable/Disable Email notifications for the following topics, only related to the Interfolio Client Community, not relevant to Interfolio products.

 
 

Click Save when finished making any changes.

 
Contact Support

Select Contact Support to submit a ticket. Clicking this will launch the submitting a ticket form to enter information.

The more information that provided, the more effective the support that can be offered. With images and workflow descriptions, agents can quickly identify and report the issue. After submitting, respond to the automated email with pictures or more information as it is gathered.

 
Was this article helpful?
Give feedback about this article