On the My Account dashboard, you can edit your profile, set the default company that you will automatically log into, add companies, and you can update your password.

Viewing Your Account Information

1. From the Mega Navigation, select User Profile.
2. On the My Account dashboard, the Account Information card displays the following information:
   • Name
   • Email
   • Phone

Setting Your Default Company

Your default company is the company that displays after you have signed in. 

To mark a company as your default company:

1. From the Mega Navigation, select User Profile.
2. On the Default Company card, select the drop-down next to the current company name.
3. Select a different company to use as your Default Company.

Creating a Company in My Account

A new or additional Company can also be created from the Admin dashboard. See Working with Companies for more information.

1. From the Mega Navigation, select User Profile.
2. On the My Account dashboard, on the Default Company card, select Create New Company.
   If you are creating an additional company, select the drop-down arrow to the right of the current company and then select Create New Company.
3. Complete the fields in the Create Company pane:
   
   • Company Name - Enter a unique Company name.
   • Contractor Type - Used to establish contract amounts and how they will be distributed based on equipment, material, labor, subcontractor, and other associated costs. Using the cost and associated type labor costs are calculated within the program.
   • Company Time Zone - Choose the time zone where the Company is located.
   • Company Logo - Upload your Company logo to brand deliverables from the program. The logo and accent colors are used on emails sent on behalf of your company from Advanced Communications.
   • Accent Color - Color used to identify your company within reports within the program. This color can either be selected using a color selection tool or hex by using a hex format (#000000). Using an accent color you can brand your program reports to match your business colors.
   • Search for Address - Enter the physical rooftop address into this field. We will fill out the address fields.
4. Select Create.
5. The default company's name displays at the top of the drop-down. (Select the drop-down to display a list of additional companies.)

Creating an Additional Company in My Account

1. From the Mega Navigation, select User Profile.
2. On the My Account dashboard, select the drop-down arrow to the right of the current company and then select Create New Company.
3. Complete the fields in the pane:
   • Company Name
   • Address 1
   • Address 2
   • City
   • State
   • ZIP
4. Select Create.
5. The default company's name displays at the top of the drop-down. Select the drop-down to display a list of additional companies.

Resetting Your Password

From the Login Page

1. On the login page, select Forgot Password?
2. On the Forgot Password page, enter your Email.
3. Select Reset Password.
4. Check your email inbox for the verification code.
5. On the Reset Password page, enter the Verification Code.
6. Enter your new Password. The password requirements are at least 8 characters, one number, one special character, one capital letter, and one lowercase letter.
7. Select Update.
8. You are redirected to the login page where you can enter your Email and new Password.
9. Select Sign In.

From BOB

1. If you are currently logged into BOB, select your user name in the top right corner.
2. Select Update Password.
3. In the Change Password window, enter your current (old) password.
4. Enter the new password.
5. Enter the new password again.
6. Select Update.