Follow these essential steps to enhance your user profile on FinView Control. This guide will help you view your profile details, manage passwords, and access portfolio information, ensuring you navigate the application effectively.

1. Locate your user profile

From the Control homepage, navigate to your user profile located at the bottom of the menu bar.

Locate your user profile

2. Click "View profile"

Access your profile by clicking your image or hovering with your mouse and selecting "View Profile."

Click 'View profile'

3. Your profile

Your profile displays information about you, including your email address, name, and phone number.

Your profile

4. Password

Select the "Password" tab to reset your password within FinView Control.

Password

5. Portfolios

In the "Customers" tab, you can see the different portfolios your profile is connected to.

Portfolios

At FinView, we are constantly evolving our platform. Your user profile will soon have more features. Contact your agency to learn more about upcoming developments.

Lies Knoester
Loves fast cars and is one of our primary users of FinView. for our Dutch collections DebtCo.
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