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Profile Management

Manage your account details, preferences, and security settings to personalize your Publicus experience.

Joe Noss avatar
Written by Joe Noss
Updated over 8 months ago

OVERVIEW

  • Customize your personal information, business profile, and security options in one place.

  • Ensure your AI matches are accurate by keeping profile fields up to date.

ACCESS

  1. Click your name or avatar in the bottom‑left corner of the sidebar.

  2. Select Profile to open your account settings.

SUB-SECTIONS

  1. Profile Tab

    • Editable Fields: First Name, Last Name, Email, Phone, Job Title, Company, Location.

    • Preferred Categories: Define service areas (e.g., IT Services, Construction) for AI matching.

    • Semantic Description: Provide a detailed business focus for improved recommendations.

    • Bio: Brief summary of your company or role.

    • Click Edit Profile, update fields, then Save Changes.

  2. Security Tab

    • Password Management: Change your password by entering current and new credentials.

    • Two‑Factor Authentication (2FA): Enable/disable an extra layer of security for your account.

BEST PRACTICES

  • Keep Your Profile Current: Update categories and descriptions when your business focus changes.

  • Use a Strong Password: Combine letters, numbers, and symbols for better security.

  • Enable 2FA: Protect your account by turning on two‑factor authentication.

NEXT STEPS

  • Return to Dashboard Overview to see how updated profiles improve your matches.

  • Visit Settings to refine notification preferences and workspace options.

  • Explore Daily Recommended Opportunities to practice reviewing new bids with your updated profile.

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