How to set up my profile?

One of the great things about RateTraker is that it's ready to go as soon as you are — no complicated setup needed. That said, there's one quick thing we recommend before you start inviting clients.

Adding your profile picture and company logo helps brand your RateTraker so it looks familiar and professional to your clients.

To personalise your Sherlok account and make it client-ready, follow these steps:

1. Click your name in the top-right corner of your dashboard.
2. Select Your Account from the dropdown menu.
3. Scroll down to the Profile section.
4. Upload your logo and profile picture.

Once uploaded, your profile is ready, and you can start inviting clients confidently.