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--- profile [2018/07/12 10:13] – created lisa.maloney
+++ profile [2025/12/19 18:50] (current) – tina.robles
@@ Line 1: / Line 1: @@
-**__My Account Profile__**
+**__User Settings__**
-To update account profile settings, select the My Account -> Profile menu option.
+To modify your account profile settings, select the User Settings option from the dropdown menu located under your name.
-{{:pasted:20180712-092926.png}}
+{{:pasted:20240826-172703.png}}
-The Profile screen is broken out into four sections: Profile, Reset password, Options, and Internet Calendars.
 -----
 **Profile**
@@ Line 11: / Line 10: @@
 This section is where the user's email address and name can be updated.
-{{:pasted:20180712-093214.png}}
+{{:pasted:20240826-172750.png}}
 -----
 **Reset Password**
@@ Line 21: / Line 20: @@
 This sections contains both the option to set a specific timezone as well as select Notification Types.
-{{:pasted:20180712-093617.png}}
+{{:pasted:20240826-172808.png}}
+To add a notification, check the Enable box to receive the notification via the application icon.  To receive an Email notification, check both the Enable and Email boxes.
 Set the timezone to the location in which you'd like to see times displayed.
-{{:pasted:20180712-100348.png}}
+{{:pasted:20240826-172828.png}}
-Notification Types can be set to receive notifications automatically for any notes/attachments added to Invoices, Claims, Contracts and CRM.  This means that even if the user entering the note has not specifically selected you to receive a notification, you will still be notified.  Below are the notification types and a description.
+Click Save after making updates.
+Notification settings can be configured to ensure automated receipt of alerts, either via the system notification icon or email, for all notes and attachments associated with Invoices, Claims and Contracts. This design guarantees notification delivery even when the user entering the note has not explicitly designated you as a recipient. The defined notification types and their respective descriptions follow.
 {{:pasted:20180712-095245.png}}
-To add a notification type, highlight the row(s) on the Available Notification Types section.  Multiple rows can be selected by using the shift or ctrl buttons.
-{{:pasted:20180712-100833.png}}
-Once the rows are selected, click the right arrow.
-{{:pasted:20180712-100842.png}}
-The highlighted rows will move to the Selected Notification Types section.
-{{:pasted:20180712-100849.png}}
-Notification Types can be removed by selecting from the right grid and clicking the left arrow.
-Don't forget to click Save!
 -----
-**Internet Calendars**
-This section is used for clients with CRM data.  More information can be found in the [[setting_up_task_calendars|]] of the help documents.

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