Fixing your name, phone number or photo
Personal Information is the first card. Edit your first name, last name or phone number and click Save. Saving here also pushes your name and phone number to the agency’s QuickBooks record — the vendor record your payments are issued against. That’s why a legal name change belongs here rather than in a message to staff: doing it in the app keeps the accounting side matched up. To change your picture, use the camera button on the avatar at the top of the card. PNG and JPG only, up to 5 MB. Once you have a picture, a red trash button appears beside the camera; clicking it deletes the picture straight away, with no confirmation step.Daily Capacity
Daily Capacity is the most hours you can work in a day, from 1 to 12. It counts on the transcription side only, in two places. On the staff workload view it sets what a full day looks like for you, so it decides how loaded you appear before they hand out the next job. And when staff pick someone for a transcription job, your capacity is multiplied by the working days left before that job’s deadline: come out under half of that and you’re listed under Limited Capacity, come out at nothing and you’re listed under No Capacity. Neither heading takes you off the list — staff can still pick you from any of them — but a low number reads as an argument against you. Proceedings ignore the field entirely.Keeping your mailing address usable
The Mailing Address card is the one worth getting right. Beyond post, it’s what decides whether you turn up when staff search for a reporter, videographer or interpreter near an in-person deposition. Start typing in the address field and pick a suggestion from the dropdown — that fills the city, state and ZIP for you. Then click Save. If a field is blank or malformed the save is refused and the offending field is flagged; nothing is stored until it passes. That is the reason to pick a suggestion from the dropdown rather than typing the whole thing freehand. A suggestion is an address the lookup already recognises. Distance is measured from this address, so it also decides which jobs fall inside the travel radius you set under Preferences. Remote proceedings ignore distance entirely.Changing where you get paid
Direct Deposit is the third card on the Account tab. Click Update Bank Details and fill in the account holder name, account type, bank name, routing number and account number — you’ll be asked to type the account number twice, and the routing number is checked against its own checksum, so a transposed digit is caught before you submit. You also have to enter your account password at the bottom of the form. That’s deliberate: it’s the one change on your profile that redirects money, so it’s gated on proof you still hold the credential. Submitting doesn’t switch your payments over. It stages the details for staff, who enter them into QuickBooks by hand and then clear the staged record. Until they do, the card reads that a change is being processed. Submitting again during that window replaces the staged details rather than queuing a second change. Two emails go out on submit and you can’t switch either off. One tells staff there’s a change to process. The other goes to you, as a security alert — if you didn’t make the change, that email is how you find out. A second email lands once staff have finished and future payments will use the new account.What you can’t change here
Your email address. It’s your sign-in, and only an admin or manager at the agency can change it, from your record on their side. Ask them.The rest of the profile
The tabs down the side of the profile split the rest of it up. Documents is where your credentials, tax documents and signed agreements live — upload a renewed license, generate or upload a W-9, and download anything you’ve already signed. When staff request a document, or a credential is close to expiring, an Action Required item appears under Dashboard in the left menu with a red count on it. The other tabs:- Security — change your password, and turn two-factor authentication on or off.
- Availability — block out the time you can’t work.
- Notifications — choose which reminder emails reach you.
- Preferences — remote or in-person work, how far you’ll travel, and the languages you interpret in.
.ics URL so your own commitments show up as busy time. It sits beside Availability rather than inside it, which catches people out.
Preferences only appears if you take proceedings work — court reporting, videography or interpreting. If you only type or edit transcripts, the tab isn’t there, and there’s nothing missing from your account.