# General Information

The iGUIDE Portal is the system used to store the database of all iGUIDEs. An account is required to access the iGUIDE Portal.&#x20;

There are several important functions that are critical to iGUIDE production that is performed in the iGUIDE Portal. They are available directly from the menu bar:

1. #### Create iGUIDEs:&#x20;
   * Click on **+Create iGUIDE** to start the creation process.&#x20;
   * An iGUIDE must be created in the system before data can be uploaded for processing.&#x20;
   * See the "[Creating an iGUIDE](https://support.youriguide.com/a/solutions/articles/33000236898)" article for more details.
2. #### Manage iGUIDEs:&#x20;
   * Click on **My iGUIDEs** to see a list of all available iGUIDEs to:
     * Upload data for processing
     * Make changes to iGUIDEs that have already been drafted.
   * Here you have access to any iGUIDEs that you, or anyone of your sub-accounts, have created.
3. #### Create Sub Accounts:&#x20;
   * Click on **Dashboard** to:
     * View and create new sub-accounts for photographers.
     * Provide support to staff (booking, administration etc.) who may need access to either creating iGUIDE URLs or managing current iGUIDEs. (More information on this is provided below.)

### To add a new photographer as a sub-account holder:

1. Log in to the Portal at [manage.youriguide.com](https://manage.youriguide.com/iguides/).
2. Click on the **Dashboard** tab.
3. Click on **+Create New Subaccount**, refer to Figure 1.

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/33089400300/original/Lj6LJO85BSFQqu-2zaDN96meeyAJXae3wA.png?1672857969" alt=""><figcaption><p>Figure 1 - Creating a sub-account</p></figcaption></figure>

4. Add the new team member’s F**irst name, Last name** and E**mail** in the appropriate text fields.
   1. Once the required information has been input, click the blue **Create** button. The new team member will receive a Portal invitation to sign in and create a password. Refer to Figure 2.

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/33089401082/original/3H1HrW7tdSLLKxXEjigCcACHcQfWQG8aEg.png?1672859047" alt=""><figcaption><p>Figure 2 - Enter new team member’s information</p></figcaption></figure>

D. **Support**: To access support materials click on the Support tab to access camera manuals, training videos, and marketing materials. Refer to Figure 3.&#x20;

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/33089401512/original/Xtt51OC6McgfMm4EMSi5a6cWQh6WMa62-A.png?1672859455" alt=""><figcaption><p><em>Figure 3 - Planitar Support Area</em></p></figcaption></figure>

E. **General Settings**: To access General Settings, click your username in the top right-hand corner of the screen and choose **Settings**, refer to Figure 4.

The following options are available under General Settings:

1. **Contact Details** - View which banner is your default for all iGUIDEs
2. **Manage Images** - add/remove uploaded images such as Headshots, logos and images for custom banners
3. **Manage Banners** - Create new, or edit banners for your iGUIDEs. Banners can also have iGUIDE defaults applied, see the "[Banner Settings](https://support.youriguide.com/support/solutions/articles/33000268073-banner-settings)" article for more details.
4. **iGUIDE Defaults** - Set up your iGUIDE defaults, when a banner does not have specific Defaults set, these are used as your base iGUIDE settings
5. **Edit Profile** - Update the Name and email of the account holder (does not include billing information, please contact support via the [Helpdesk](https://support.youriguide.com/support/login) to update billing details.
6. **Change Password** - change your Operator account password. To reset a forgotten password, please follow this link: [Password Reset](https://manage.youriguide.com/auth/resetpwd)

<figure><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/33089402432/original/MBQTcpny5IARDeKWF-0g4ezEWdpUcbd8EA.png?1672860580" alt=""><figcaption><p><em><strong>Figure 4 - General Settings</strong></em></p></figcaption></figure>
