Managing Agent or Assistant Pictures and Logos

The Photos tab of the My Account area allows you to add, remove, and update the photos and logos attached to your account, your assistant's account, and the accounts of any other members of your team/partnership account (presuming that you are the account owner).

To add an agent or assistant photo or logo:

1. Open the Photos tab. How?

   1. From the [User name] menu in the top right, select My Account. Example:

      

   2. Click the Photos tab.

2. Click the Add Photo action link.

3. Click the Browse button next to the Photo for upload field.

4. Navigate to the location of the photo on your local computer.

5. Click on the photo to select it and click OK.

6. Use the Type drop-down to specify who or what the photo contains. If the Type selected contains multiple individuals (for example, you have multiple assistants), you must also specify the Team Member.

7. Select whether or not the photo is the default photo for the Type and Team Member by selecting the Default radio button. You can have more than one photo per type. This default photo will be the one merged into marketing correspondence.

   Tip: If you have any photos at all for a specific photo Type, there must always be a default photo selected. If you delete the default photo without defining a new default photo, 8i will choose one automatically.

8. Click Add Photo.

To remove an agent or assistant photo or logo:

1. Open the Photos tab. How?

   1. From the [User name] menu in the top right, select My Account. Example:

      

   2. Click the Photos tab.

2. Hover your mouse the photo you want to delete.

   The Photo pop-up appears.

3. Click the Delete icon.

4. Click Yes to confirm that you want the photo deleted.

   The photo is permanently deleted.