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Key Concepts Explained

Account Settings: This is where you manage your personal account information in Conveo. You access it through the Settings option in the left-hand sidebar. Profile Management: Your profile section allows you to update basic account information like your name, email addresses, and optionally add a profile picture. Notification Controls: These settings let you choose which alerts you want to receive about study activities and organizational updates.

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Pro Tips

  • Access path is straightforward: Settings in left sidebar → Account to reach all account management options
  • Profile picture is optional: You can choose whether or not to upload one based on your preference
  • Notification preferences are customizable: You can select which types of alerts matter most to your workflow

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Quick Reference

Navigation: Settings (left sidebar) → Account Available Sections:
  • Profile
  • Notifications
  • Security
Profile Options:
  • Update name
  • Add email addresses
  • Upload profile picture (optional)
Notification Options:
  • First interview completion alerts
  • New study request notifications within your organization

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Complete Written Guide

If you prefer to read or want a reference, here’s the complete step-by-step process:

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Step 1: Navigate to Account Settings

  1. Click on “Settings” in the left-hand sidebar
  2. Select “Account” - you’ll see three sections: Profile, Notifications, and Security

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Step 2: Update Your Profile

  1. Go to the “Profile” section
  2. Update your name as needed
  3. Add email addresses to your account
  4. Upload a profile picture if you choose to (this is optional)

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Step 3: Configure Notifications

  1. Navigate to the “Notifications” section
  2. Choose whether you want to be notified when the first interview is completed
  3. Decide if you want notifications when a new study request is created within your organization

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Best Practices

Before You Start:
  • Know which email addresses you want to associate with your account
  • Have a profile picture ready if you plan to upload one
While Working:
  • Review all three sections (Profile, Notifications, Security) to complete your account setup
  • Consider your role when selecting notification preferences
Quality Control:
  • Keep your profile information current to ensure proper communication
  • Configure notifications based on your actual workflow needs
  • Regularly review your account settings to maintain security
  • Update team members when your contact preferences change
Anything missing? Let us know at support@conveo.ai and we’ll help you out!
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