Your firm has a dedicated profile page where you can review your current profile, preview audience-specific content, and request updates at any time.
Access your firm profile
Use the unique profile link provided to your firm by your Flo contact.
From this page, you can:
See which profiles your firm currently has.
Open your Base profile, which contains your core, publicly shareable firm information.
Review your audience-specific profiles.
Download PDF previews for internal review.
Request changes to your profile.
Keep your profile link within your firm. The link is unique to your firm and shouldn't be shared outside your team. If needed, Flo can generate a new link.
Review your profile
Before submitting changes, review your existing content from your firm profile page.
For audience-specific profiles, you can download a PDF preview. This can be useful if other members of your team need to review the profile, approve content, or suggest changes before they're submitted.
Coordinate edits with your team
Multiple members of your firm can use the same profile link and submit edit requests. For example, your Recruiting team may manage recruiting information while your Marketing team updates firm content or branding.
We recommend coordinating internally before submitting requests to avoid having multiple team members request the same changes. Different team members can still submit updates for different areas of the profile as needed.
Request changes
When you're ready to make updates:
Open your firm's unique profile page.
Review the content you'd like to change.
Use the profile's Request Edits to submit your updates.
Submit the form when you're finished.
Once you submit your changes, the request is automatically sent to the Flo team for review. You can request changes at any time. Your firm doesn't need to wait for Flo to reach out before updating its profile.
What happens after I submit changes?
A member of the Flo team reviews your request and applies the updates to your profile. Changes are typically completed within 48 business hours. Once your changes have been made, you'll receive an email confirmation. Your downloadable PDF previews will also automatically refresh after the changes are applied. For routine edits to an existing profile, a separate mockup isn't provided unless requested.
Profile content guidelines
Keep the following requirements in mind when updating your profile:
Banner images: Don't include words or text in the image. We also recommend avoiding photos of people.
Media: Add media using URLs. PDF files can't be uploaded as profile content.
Logo: Use a square 64 × 64 image.
Links: Narrative-section links aren't available on Standard profiles.
Frequently asked questions
Can I update my profile at any time?
Yes. You can use your firm's profile page to request changes whenever you need them. Flo may also reach out periodically to encourage firms to review their information.
Can I share my profile with colleagues before submitting changes?
Yes. You can download PDFs of your audience-specific profiles to share internally for review, approval, or suggested edits.
How long do edits take?
After you submit an edit request, a member of the Flo team reviews and applies the changes, typically within 48 business hours.
Will I receive an updated preview?
Yes. Your PDF previews automatically refresh after your changes are made.
Do I need to complete everything at once?
No. Your profile can go live with some sections completed, and you can add or update content later.
Who should I contact if I have a question?
For questions about your profile content or submitted edits, contact the Flo team. For questions about upgrades, software, or data, contact your Flo account representative.