Help CenterEach admin has the flexibility to personalize some of the Savology experience to your individual specifications. To customize your client’s user experience, first add your bio, which controls the contact information and headshot your users will see within their portal.
Review and update your bio
Click on the menu at the top-right corner of your account and select Settings > Profile.
To update your contact information and bio, click the pencil icon at the top-right corner of the Personal Profile or Bio table to view and edit the following fields:
- First & Last Name: Your name displayed to clients
- Email: Email address displayed to clients - can be different than your Savology account email address
- Phone Number: Phone number displayed to clients
- Schedule link: (optional) Schedule link displayed to clients
- Document sharing link: (optional) Document sharing link displayed to clients
- Display Title: Title displayed to your clients when referring to you in the portal
- Bio: Additional details and background information about you
When finished, select Save.
To add your headshot, click on the pencil icon at the top-right corner of the Photo table, and in the modal that appears, do the following:
- Drag and drop a file or select Choose file to browse and upload a file that is saved to your computer. After adding the file, click on Review and edit.
- On the next screen, click and drag within the box to crop the headshot to a circle shape. When finished cropping the image, select Save.
Tip: For best results, we recommend the file be in a PNG or JPEG format, have a transparent background, be less than 100 KB, and have a square aspect ratio.
To preview your contact card, click the Preview contact card button at the top of the page, which displays what your clients will see when selecting to view your contact information.
How do I make sure my clients see my bio?
By default, active users only see the firm's contact information within their portal. For your clients to see your bio and contact info, you need to make sure they are part of a Group where you are listed as the Display Contact.
Creating groups
Go to User Admin > Groups, and click the New group button located to the right of the search bar, which will open a modal to create the new group.
On the first page of the modal add the following group details, which are only visible internally to admins with access to the group:
- Group Name: i.e. Website link, Jordan’s clients, Next-gen, etc.
- Group Description: (optional) Note used for internal reference to the group
When finished, select Create group to create the new group and generate the unique group sign-up link. You can view and copy a group link at any time by selecting the three-dot menu next to a group and selecting copy group link.
Advanced group settings
When creating a new group, Admins with sufficient access rights will then be directed to a second page of the modal named Advanced Settings, where they can complete the following:
- Assigned Admins: Select the admin(s) in the drop-down menu who will have access to the group.
Important Note: Assigned user admins can only see users in groups to which they are assigned, while admins with full or all user access can see all users and groups regardless.
- Display Contact: Select the contact information that will be displayed to users within the group, otherwise the firm default option will apply. Only those listed as Assigned Admins from the list above will appear as options in the drop-down menu.
- Tier: (optional) Assigning a tier will force all users in the group to be placed in that tier without exception. Without an assigned tier, individual users’ tiers can vary within the group.
- Group Type: (optional) If needed, select whether the group will be designated as an Employer or Prospecting group.
- Available Products: Remove any products that users in the group should NOT have access to view and use. If left unchanged, all available products will be accessible to users.
When finished, select Save to create the new group and generate the unique group sign-up link. You can view and copy a group link at any time by selecting the three-dot menu next to a group and selecting copy group link.
You can also update the same details for or delete existing groups by clicking on the three-dot menu next to a group and selecting the appropriate action.
However, you have several options through groups and firm settings to determine which users or groups see a specific advisor's contact information and bio.