The client portal shows the assigned consultant’s available name, job title, photo, phone and email. Customers use their assigned consultant; leads use their owner. Without a photo, the card shows initials.
Add your own photo
- Click your coloured profile button in the top bar to open Settings.
- Find Profile photo.
- Click Upload photo and choose a PNG, JPEG or WebP image.
- Wait for Profile photo updated.
Use a clear photo with your face centred. Neptune crops it to a square for the circular portrait and saves it immediately; you do not need to save the separate profile form for the photo change.
Update a team member’s photo
An administrator can open Admin → Users, select the staff member, then use Profile photo in their details drawer. Uploading saves the photo immediately.
Use Replace photo to choose another image. Use Remove, then confirm, to return to initials.
Check the consultant card
Confirm the right consultant is assigned to the customer, or the right owner to the lead. Their account must be active and belong to your organisation. A missing or unavailable consultant can mean the card is not shown.
Update the consultant’s name, job title, phone and email through their profile or user details. Clients can use the available phone or email button from portal Home.