Your profile powers your digital business card and meeting links across GetAccept. Keeping this updated ensures buyers can reach you easily and helps your team stay aligned.
Update your profile and business card
Your information automatically generates your Business Card in Deal Rooms. Ensure it looks professional before engaging with buyers.
Click your name in the top-right menu and select My Profile.
Add your Name, Title, Phone Number, and a Short Bio.
Upload a 1:1 ratio photo for your avatar.
Click Save.
Note: Changes update dynamically in the preview, but you must click Save to apply them. You’ll be prompted to confirm if you try to leave without saving.
Add your meeting link
To let buyers schedule time with you directly from a Deal Room, you need to add your personal calendar link.
Go to the Meeting link field in your profile settings.
Paste your link (e.g., Calendly or HubSpot).
Click Save.
Pro-tip: Once saved, your "Book a Meeting" button will automatically appear on your Business Card in any Deal Room where it's enabled.
Set up your signature
Save your signature once and it will be used automatically on all future documents you sign.
Go to the Signature section in your profile settings.
Choose how to create it:
Sign by hand – draw your signature on the canvas.
Sign by typing – type your name.
Preview the result, then click Save signature.
To start over, click Clear and redraw or retype.
Note: Your saved signature applies to future documents only. Previously signed documents are not affected. You can update your signature at any time.
Adjust account preferences
Customize your interface and manage security settings to fit your needs.
Language & Timezone: Choose from 10 supported languages (like English, Swedish, or French) and set your local timezone under Account Preferences.
Security: Update your password in the Password Management section by entering your current and new password.
Note: If you’re locked out, use the Forgot password link on the login page to receive a reset email.
Choose your document notifications
Decide which document events send you an email, so you hear about the activity that matters to you and not the rest.
Click your name in the top-right menu and select Settings, then click Notifications under Profile settings.
Under Document notifications, select the events you want to be notified about:
Viewed: a recipient opens and views your document for the first time.
Reviewed: a recipient has reviewed your document.
Commented: a recipient adds a comment to your document.
Signed: a recipient signs your document.
Rejected: a recipient rejects your document.
Downloaded: a recipient downloads your document.
Forwarded: a recipient forwards your document to someone else.
Note: This page is only editable if an administrator has enabled Allow users to manage their notifications for your entity. If it is read-only and shows "User notifications disabled on this entity", your notifications are managed centrally. Ask an administrator to turn it on. If you are an administrator, see How to set up document settings.