Profile

The dashboard makes it really easy for you to change your:

Here’s a quick guide to help you keep your information updated.

First, a note about passwords. Using the NestEgg dashboard means you are accessing highly sensitive personal information about loan applicants. As a result, it should be as difficult as possible for someone other than you, as an authorised user, to access your account.

Therefore to use the NestEgg dashboard the following requirements must be met. Passwords must be:

When logged into the dashboard, click on profile in the bottom left. A pop-up will appear with two options:

Click on the top option, Profile, to access your profile settings.

You will see this:

Now you're ready to make some changes!

By default your profile picture will be a combination of your first and last initials.

However, you can change your profile picture to help your co-workers easily recognise you and any loans that have been assigned to you.

Remember to ensure the picture follows any rules set by your company. Once updated, your picture will appear on the company dashboard so others can easily find you.

Click on the Upload image button to add your profile picture.

Your computer's file explorer will open and you will need to navigate to the folder storing your desired picture. So make things easier put this picture in an easy to find folder, like downloads.
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​​Please note: computers file explorers look different depending on the make, model and operating system used. These screenshots are from a Chromebook and may look different on Microsoft Windo.

Once you've selected the image you wish to use, click "Open" (or the relevant option if different).

After clicking Open the image will show in your profile settings as your profile picture.

Great job!

You can now click Save Changes to apply your new profile picture.

You can also remove this picture in the future if you need to, by navigating back to Profile Settings and clicking the X icon shown in the top right of your profile picture and then Save Changes.

If any of your personal information changes, like your name, you can update it in your profile. Keeping this information up to date helps your co-workers easily recognise you inside the dashboard.

When you need to change your password, you can do it in your profile settings. Remember, having a strong password is important to keep your account safe.

Please note the requirements above.