Setting Up Your Profile

This video is going to take you through a step-by-step account setup.

Paul Boken

Last Update 7 months ago

Tutorial: Setting Up Your Account and Workspace in Sourcery

Step 1: Access the Account Setup


  1. Click the Avatar Icon:
    As shown in the image, click the Avatar icon in the top-right corner.

  2. Click "My Account":
    Select "My Account" from the dropdown menu.


Step 2: Personalize Your Profile


  1. Add an Image:
    Click the “+” icon to add an image of yourself. This helps others recognize you and facilitates collaboration.

  2. Upload Image:
    Choose an image from your device to upload.

  3. Resize and Upload:
    Resize the image as needed and then click "Upload" to finalize.


Step 3: Enter Your Personal Details


  1. Enter Your Name:
    Click the “Name” field and enter your full name.

  2. Enter Your Company Name:
    In the “Company” field, type the name of your company.

  3. Enter Your Project Role:
    Specify your role in the project, such as "Lighting Designer," in the “Project Role” field.

  4. Enter Your Job Title:
    Input your job title, for example, "Principal."

  5. Enter Your Location:
    Provide your current location in the designated field.

  6. Click "Update":
    Click the "Update" button to save all your changes.


Step 4: Set Up Your Workspace


  1. Open the Workspace Toolbar:
    Navigate to the left sidebar and click to expand the workspace toolbar.

  2. Click the "Settings" Wheel:
    Select the settings wheel icon to access workspace settings.

  3. Rename Workspace (If Needed):
    Update your workspace name if required.

  4. Add a Workspace Description:
    Click the “Description” field and add a brief description of your company, such as “We are the best lighting design team in the world!” You can also leave it blank if you prefer.

  5. Add a Workspace Logo:
    Click the designated area to upload your company logo. This logo will appear on all exports in the title block.

  6. Click "Update":
    Once you’ve made your changes, click "Update" to save them.


Completion:


Congratulations! You’ve successfully completed your basic account setup in Sourcery. Your profile and workspace are now ready for collaboration.

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