My Profile Overview
Summary The My Profile section lets users manage their personal account settings. Here, you can update basic details, change your password, upload a profile picture, and adjust your preferences for better workflow customization How to use it 1. On the homepage, click the Profile icon.2. Select My Profile from the dropdown.3. In the My Profile…
Profile – Security Settings
Summary The Security tab allows users to update their login credentials and enhance sensitive data visibility through PIN. How to use it To change your password, please provide your current password, then enter your new password and confirm it. For the PIN, you can simply set a new one and confirm it. If you already have…
How do I change my Profile Preferences?
Steps: Click the icon on the top right of the screen and then go to My Profile Under Preferences; Click on the first slider to show or hide Hints and Tooltips. Click the second slider to show or hide 100% Compliance Indicators. Click Apply Preferences to save.
How do I change my Profile’s Theme?
Steps: Click the icon on the top right of the screen and then go to My Profile Under Theme; Click on the first slider if you prefer the Light Theme or the second slider if you prefer the Dark Theme.
How do I change my Profile’s Avatar?
Steps: Click the icon on the top right of the screen and then go to My Profile Under Avatar; Click Select Picture. In the pop-up window, select the image, then click Open Crop as desired then, click Save.
How do I change my Password?
Steps: Click the icon on the top right of the screen and then go to My Profile Under Security; You can change your password by entering the current one and then the new one. Click Save.
How do I edit my Profile?
Steps: Click the icon on the top right of the screen and then go to My Profile Under Profile, You can edit your: First Name Last Name Business title Phone Number Address. Click Save.