How to set up your profile

Created by Aaron Refari, Modified on Fri, 5 Jun at 12:00 PM by Aaron Refari

This guide walks you through setting up your profile on the Refari platform, so that you appear on your company's widgets such as Meet The Team and Testimonials. You will first receive an email with a sign-up link inviting you to access Refari. Once you have set a password, you can log in and set up your profile.

Note: Any field marked with an asterisk (*) must be completed for your profile to appear across the platform, including the Meet The Team and Testimonials widgets and in relevant emails.

Setting up your profile

Step 1: Log in and open your dashboard

Step 2: Open your account profile

On the left, click Settings, then Account profile.

Step 3: Check your name and email

Your first and last name are already filled in, and you can change them if you need to. Your email is also pre-filled and cannot be changed here, so get in touch with the Refari team if it needs updating.

Step 4: Add your profile photo and details

Scroll down to the Additional info section. Click Upload to add your profile photo, choosing one that clearly shows your face, as it appears on your company's widgets. You can also add an alternative photo, a more casual, non-work shot, by switching to the Alternative photo tab and uploading there. While you are here, fill in your other details too, such as your position, a short bio and your speciality.

Idea: Use a clear, friendly headshot for your profile photo. It sits next to your name on your company's widgets and in emails, so it is the first thing candidates and referrers see.

Step 5: Enter your contact number

Enter your contact number, following the format shown.

Step 6: Save your profile

Once you have completed the fields, click Update. A confirmation appears in the bottom-right corner to let you know your profile was updated successfully.

See your profile across the platform

With all the required (*) fields completed, your profile now appears across the platform. Here is an example of a Meet The Team widget showing the profiles.

Success! Your profile is set up and ready to go. You can update your details any time from Settings > Account profile, just remember to click Update to save your changes.

Other articles you might be interested in:  Adding Company Testimonials in Refari  |  Best practices with Refari