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profile [2018/12/05 19:31] – lisa.maloneyprofile [2024/08/26 17:28] (current) – tina.robles
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-**__My Account Profile__**+**__User Settings__**
  
-To update account profile settings, select the Profile option in the dropdown next to your name.+To update account profile settings, select the User Settings option in the dropdown under your name.
  
-{{:pasted:20181205-193103.png}}+{{:pasted:20240826-172703.png}}
  
 The Profile screen is broken out into four sections: Profile, Reset password, Options, and Internet Calendars. The Profile screen is broken out into four sections: Profile, Reset password, Options, and Internet Calendars.
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 This section is where the user's email address and name can be updated. This section is where the user's email address and name can be updated.
  
-{{:pasted:20180712-093214.png}}+{{:pasted:20240826-172750.png}}
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 **Reset Password** **Reset Password**
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 This sections contains both the option to set a specific timezone as well as select Notification Types. 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. 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 Types can be set to receive notifications either via the notification icon or email 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.
  
 {{:pasted:20180712-095245.png}} {{: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! 
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 **Internet Calendars** **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. This section is used for clients with CRM data.  More information can be found in the [[setting_up_task_calendars|]] of the help documents.
profile.1544038287.txt.gz · Last modified: 2018/12/05 19:31 by lisa.maloney

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