The My Account page allows you to edit your profile, update your password, and adjust user settings. User settings are unique to you and provide small customizations that can save you clicks and let you see the content you use most. To access the My Account page click on your user name at the top right and then on “My Account”.
Profile & Password
The Profile tab allows you to update your name, email and phone number. Your email is also your username for logging in. The Password tab allows you to reset your password. If you cannot remember your existing password you can use the “Forgot?” button on the login page. Your system administrator can also send you a link to reset your password.
Settings
- Landing Page - the landing page setting determines which page opens when you first load the application. This is also the page that will open when you click the Workflow Manager logo in the header.
- Group Default Filter - the group default filter allows you to automatically filter every page to your specific group or groups. This saves time and simplifies most views, but is not recommended if you typically want to see projects for all groups in your company. If you choose “Custom Group Filter” you can select as many groups as you want.
- Default View - on the pursuits and projects pages you can select the Tile, List, or Map view. This setting allows you to identify the view you would like selected by default. The Tile view is shown if no selection is made.
