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Editing User Settings

Manage and customize user settings for an enhanced experience and improved functionality.

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Table of Contents

Get started Step 1 – Access user settings Step 2 – Update profile photo and personal details Step 3 – Manage certificates and trainings

This article explains how to manage and update your personal user settings within the Pear Suite Platform. By keeping your profile information, professional details, and certifications up to date, you ensure your user account accurately reflects your current credentials and preferences.

Get started

Step 1 – Access user settings

  1. Navigate to the top right-hand corner of the platform dashboard
  2. Click on the User Settings icon to open your settings page

Step 2 – Update profile photo and personal details

  1. To add or change your profile picture, click the edit icon on the profile photo placeholder
  2. Navigate through the Personal Information and Demographic areas to update your basic identity details
  3. Ensure all required fields are accurate to maintain a complete user profile
  4. Navigate to the Professional Information section to update your title, position, or specialized skills
  5. Use the Provider Information section to enter specific credentials or identification numbers required for clinical or service-based tasks
  6. To sync your schedule, navigate to the calendar section to integrate your external calendar with the Pear Suite Platform
  7. Click the Change Password button if you need to update your account security credentials

Step 3 – Manage certificates and trainings

  1. Scroll to the bottom of the user settings page to locate the Certificates and Trainings section
  2. Click the button to add a new certification or training record
  3. Upload relevant documents or enter expiration dates to ensure your credentials stay current
  4. Click Update or Save at the bottom of the page to finalize all changes to your settings
user preferences configuration

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  • Adding a User to Pear Suite
  • Deactivating a User
  • Managing Sub Organizations
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