To start, from the InsurGrid Dashboard open the menu at the top right, and click "Settings".

The settings button to access your InsurGrid settings

Standard View

For any member on the team that is not an administrator, you will be able to edit your first name, last name, email, phone number, and profile picture. To best represent yourself on your InsurGrid Link, we require the profile picture provided to be cropped to a square proportion, which you can easily do with our built in crop tool. The minimum dimensions for profile pictures are 128 pixels for each the height and width.

Editing your InsurGrid profile - standard view

Admin View

Admins get the same functionality as a standard user, but can also manage their own InsurGrid Link. Please be aware that when you have changed your link, the old link will no longer work. So please take caution. Also note that the InsurGrid Link is prefixed your agency's link prefix set by the InsurGrid team. That way everyone's InsurGrid Link will be consistent. If you wish to change this prefix for any reason, please reach out to support@insurgrid.com or chat with us using the help icon on the bottom right of the screen.

Editing your InsurGrid profile - admin view

Have any questions or need additional assistance with this feature? Please don't hesitate to reach out to support@insurgrid.com or chat with us using the help icon on the bottom right of the screen.

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