Settings
Navigating your Personal and Company Settings
23 articles
- How to Use the Contributor RoleGive a team member access to only the studies they work on. Contributors see their own studies, can create and staff new ones, and can't see the rest of your…
- How to Use Text SnippetsKeep your firm's standard wording in one shared library and insert it into notes and reports in two clicks.
- Update or Edit Your Personal SettingsKeep your personal details up-to-date including your profile (full name, title, phone), bio/resume and images (headshot, signature, stamp).
- Update or Edit Your Company Profile & BrandingKeep your company details such as Company Name, Email, Website, Address Details and Company Branding (Logo, Primary Brand Color) up-to-date
- Manage Team MembersA guide to add, remove, or change the member type for your team members.
- Update or Edit Your Analysis DefaultsKeep the default analysis assumptions such as Inflation Rate, Interest / Investment Return Rate, Study Length and more up-to-date
- How to update the default Category Labels for your organizationIn this guide you will find information about customizing the default category labels in the analysis or study
- How to edit the company profile for your organizationIn this guide you will find information about editing the company profile such as the name, website, phone, etc. for an organization.
- How to change the company logo for your organizationIn this guide you will find information about changing the company logo for an organization
- How to add a new team member to your organizationIn this guide you will find information about adding a team member to an organization
- How to resend an invite to a team member in your organizationIn this guide you will find information about resending an invite to a team member in an organization
- How to remove a team member from your organizationIn this guide you will find information about removing team members from an organization
- How to view the team members in your organizationIn this guide you will find information about viewing the list of team members in an organization
- How to add a profile picture, signature and stamp in Personal SettingsIn this guide you will learn how to add a headshot, signature and stamp, which can be added to reports using our report data tags
- How to update the default assumptions for a study or analysisIn this guide, you will learn how to update or edit the default assumptions for a study or analysis
- How to add or edit your bio or resumeIn this guide, you will learn how to add or edit your personal bio or resume, which can be referenced within reports
- How to edit your personal profileIn this guide, you will learn how to edit your personal profile in your Personal Settings
- How to change your passwordIn this guide, you learn how to change your password to access HomeRun IQ
- How to change role or type of team memberIn this guide, you will learn how to change the role or type of team member giving them more or less access
Report Templates
All the help center articles for the Report Templates in the Settings
- How to edit a report template's name and descriptionIn this guide, you will learn how to edit a report template's name and description in the Company Settings
- How to edit a report template's contentIn this guide you will find information about editing a report template's content
- How to duplicate a report templateIn this guide, you will learn how to duplicate a report template in your Company Settings
- How to delete a report templateIn this guide, you will learn how to delete a report template from the Company Settings