Updating your account settings

Updating your account settings

Follow these steps to update your account settings:

  1. In the top right corner, hover over the gear icon and select Settings

  2. In the USER PROFILE section, you can edit the following:

    • Username

    • First Name

    • Last Name

    • Upload Photo

  3. Scroll down to EMPLOYEE INFORMATION section. Here you will find your profile information. You can edit the following:

    • Display Employee Record  

    • Work Phone

    • Mobile

    • Other Phone

    • Fax

    • Home Phone

    • Address Street

    • Address City

    • Address State

    • Address Postal Code

    • Address Country

    • Description

  4. In the PAYMENT METHOD select the methods of payment that you want to have available. On your keyboard, hold the Control key to select more than one option at the same time.  

  5. In the Email Settings Section you can add an additional email

    • Click the Plus Icon and enter the additional email and select the settings

    • Primary: This email address is the primary email to use in the system

    • Reply-to: This email address is the one email responses will be sent to

    • Click on the Email Client drop-down:

      1. Default Email Client: Send emails from within the System

      2. External Mail Client: System open ups an external mail client to send emails from

    • If you want to change the email editor, click the Editor drop-down:

      1. Mozaic

      2. TinyMCE

      3. Direct HTML

  6. Click RESET USER PREFERENCES button: To go back to original user settings

  7. Click RESET HOMEPAGE button: To reset the Dashboard or Homepage

  8. Click SAVE to save all of your settings