---
title: Updating Settings
description: In this video, I guide you through updating settings in the BM My Boss Portal, focusing on tasks like updating logos, managing work orders, setting overdue parcels, and more. Follow along as I demonstrate each step clearly and provide essential information for efficient portal management. No action requested from viewers.
---
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# Updating Settings
## In this video, I guide you through updating settings in the BM My Boss Portal, focusing on tasks like updating logos, managing work orders, setting overdue parcels, and more. Follow along as I demonstrate each step clearly and provide essential information for efficient portal management. No action requested from viewers.
### 1. Introduction
- Purpose: Guide on updating settings in the BM My Boss Portal.
- User Context: Signed in as a building manager for Saanich Apartments.
### 2. Accessing Settings
- Navigate to the **Settings** section in the left pane.
### 3. Updating the Logo
- **Tabs Available**: Dashboard, Work Order, Inspection Management Report, and Image.
- **Steps**:
- Click on the camera icon to update the logo.
- Drag and drop or select an image from the file explorer.
- Click **Save** after selecting the photo.
### 4. Work Order Settings
- **Enable/Disable Work Order Terms**:
- Toggle the option to show or hide the work order terms and conditions.
- Update the text as needed and click **Save**.
### 5. Parcel Settings
- **Overdue Parcel Days**:
- Set the overdue days for parcels (options: 1, 3, or 5 days).
- **Parcel Message**:
- Edit the message that will be sent to residents when issuing a parcel.
- Click **Save** after making changes.
- **Select First Resident as Recipient**:
- Option to choose yes or no.
- **Adding Categories**:
- Click to add categories with name and description, then click **Add**.
### 6. Asset Management
- **Categories**:
- View existing categories and add subcategories if needed.
- Input name, select the main category, provide a description, and click **Save**.
### 7. Case Management
- **Creating Cases**:
- Click to share or create a new case.
- Manage case status and types.
### 8. Email and Template Options
- **Templates**:
- Set up basic email templates for communication.
- Adjust terminology for residents and building managers, then click **Save**.
### 9. Database Upload
- **Uploading Data**:
- Upload Excel files for contractors, assets, maintenance, and resident leases.
- Ensure the upload progresses from 1% to 100% and is successful.
### 10. Final Notes
- **Categories and Descriptions**:
- Categories apply across all tabs (e.g., contractors, parcels).
- **Email Notifications**:
- Add email addresses for notifications, toggle options, and click **Update**.
- **Closing Remarks**: Thank you for watching the tutorial.
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