How to Upload a Profile Picture in the Agent and Customer Portal

This article provides a step-by-step guide for users to upload or update their profile pictures in BoldDesk. The process is outlined for both the Agent Portal and the Customer Portal, ensuring that users can personalize their profiles regardless of their role.

How Agents Can Add or Update Their Profile Picture

1. Log in to the BoldDesk Agent Portal
2. Click on your profile icon located at the top-right corner of the dashboard.
3. Select the View Profile & Settings.
4. Click the Change Profile Picture on the icon and choose the photo that you prefer.

5. After selecting an image, a Zooming bar will appear. Adjust the image as required, then click the Upload button.
   

5. To change the image, click the Change Profile Picture and select the Change option.
   

6. To remove the image, click the Change Profile Picture and select the Remove option.

How customers Can Add or Update Their Profile Picture

End users can now upload their profile images directly from the profile page in the customer portal.

1. Log in to your BoldDesk Customer Portal.
2. Click the Profile icon and select My Profile.
   

3. Click the Change Profile Picture on the icon and choose the photo that you prefer.
   

4. Make the necessary edits and upload the picture.

How to Upload a Profile Picture for Another User

Agents can upload profile picture for contacts and other agents.

How to Upload a Profile Picture for a Contact

Agents can upload profile images on behalf of end users within the Contact module.

1. Navigate to the Contacts module.
2. Select the required contact’s profile.
3. Upload the preferred profile picture.
   

How to Upload a Profile Picture for Other Agents

Additionally, agents can upload profile images on behalf of other agents within the Admin module.

1. Navigate to Admin > Agents.
2. Select the required agent’s profile.
3. Upload the preferred profile picture.

A new permission setting has been introduced to restrict agents from uploading their own profile images.

Related Article

• How to Upload a Profile Picture in the Mobile App