Adding or Editing Team Profile Information

Modified on Mon, 21 Jul at 2:19 PM

Note: To have your hub configured to display Team information, your practice must have a registered team name. If you would like to use your registered team name on your site, please contact your Marketing team.

If your site has been configured for a Team you also have access to Team Profile settings. These settings allow you to add and manage team-specific information, such as a Team Name and Team contact info.

1. Navigate to My Profile.

My Profile section of the Digital Workspace

2. While in My Profile, select the Team Profile tab in the top header.

Selecting the Team Profile tab

3. The options that are available to you will depend on your environment. You may be able to add a Team Name, Team Email, Team Social Media, and Team Phones.

Team Photo

Important: The Team Photo section will not display on your website. It is used to display an image in the Locator, if this has been integrated in your environment.

For optimal performance, please ensure your image has been resized and optimized for web-use before adding it to your profile. If you do not resize your image, you may not be able to add it to your profile.

For assistance with resizing your image, please submit a request with your Marketing team.

4. When you are finished, scroll to the bottom of the page and click Submit for Approval to submit your changes to Compliance for review.

5. After the changes have been approved, the team contact information will display in header and footer of your website, as well as any Branch website's Locator page, if this has been integrated in your environment.

After adding your team information...

Be sure to verify that your team name and contact details have been updated across all relevant areas of your site, including:

Settings > Your Pages
Settings > Settings > Site Title (Note: do not update the URL without consulting your marketing team)
My Website > Any custom contact blocks
Forms > Contact form recipients (for each form)