Working with Profiles

The User Profile screen enables you to manage user profile settings.

 

View User Profile

To view a user profile:

  1. In the left menu, click Settings.

  2. The User Profile screen displays the following:

    • Image
    • First name
    • Last Name
    • Email
    • Phone
    • Company
    • Position
    • Department
    • Location

Edit a User Profile

You can edit a user profile two ways:

  1. Edit from the User ID:

  2. Click the down arrow next to the user name.

  3. Click Edit Profile.

  4. On the User Profile screen, click Edit.

  5. In the Edit Profile screen, make changes to any of the following:

    • First Name: Type the first name.
    • Last Name: Type the last name.
    • Email: Type the email address.
    • Phone: Type the telephone number.
    • Position: Type the role in the organization.
    • Department: Type the department name.
    • Location: Type the location name.

  6. Click Save Changes to save or Cancel to discard

Settings Page

To edit a user profile from the Settings page:

  1. In the left menu, click Settings

  2. On the User Profile screen, click Edit.

  3. In the Edit Profile screen, make changes to any of the following:

  4. First Name: Type the first name.

    • Last Name: Type the last name.

    • Email: Type the email address.

    • Phone: Type the telephone number.

    • Position: Type the role in the organization.

    • Department: Type the department name.

    • Location: Type the location name.

  5. Click Save Changes to save or Cancel to discard.