Other
Editing Your Profile
Personal settings and notification preferences
Navigate to your Profile by going to Settings → Profile in the sidebar.
Personal Information
| Field | Description |
|---|---|
| First Name / Last Name | Your display name used throughout the application |
| Your login email address | |
| Username | Your login username |
| Avatar | Profile picture — can be uploaded when editing your profile |
Click Save after making changes.
Notification Preferences
Your profile includes settings to control whether you receive immediate email notifications for:
- Documents approved and assigned to you
- Other workflow-related events
Security Settings
From the Profile page you can also:
- Change your password — see Sign In → Password Reset
- Enable / disable 2FA — see Sign In → Two-Factor Authentication
Substitutes
Configure out-of-office substitution from the Substitutes link on your profile detail page. See Managing Substitutes.
Login Events
View your personal login history from the Login Events link on your profile detail page. See Login Events.