Setting Your Profile Preferences

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Enter Profile Info

To access your profile information, click your display name in the upper right of the screen.

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Selecting My Profile from the drop-down menu will bring you to the user detail view for the user that is currently logged in.

Selecting My User Settings from the drop-down menu allows you to configure your personal user settings. You can enter your profile info on the first tab.

Other menu options include App API Keys (admins only), Support, and Sign Out.

Managing Notifications

The Notification Menu shows in-app notifications specific to you. For most of these notifications, you'll also receive an email. Click on the bell icon at the top to view the Notification Menu.

Notification Bell

From the Notification Menu, you can click Manage on an individual notification to take action on it. Click Dismiss to mark the notification as read. You can click Mark all as read to mark all notifications as read and remove them from the red number on the notification icon. View all notifications and filter by notification type by clicking View Notification History.

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On the notification history page, you can click Mark all as read to mark all notifications as read and remove them from the red number on the notification icon. You can also mark individual notifications as read or unread by clicking on the blue dot icon to the right of each notification.

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Selecting Quick Projects

By default, the Quick Projects section of the screen displays the first three projects you have access to view. If you want to customize the projects you see on this screen, click the star icon at the top right of the project card and it will be saved to your Quick Projects section.

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Selecting Quick OUs

Like the Quick Projects section, the Quick OUs section displays the first three OUs you have access to view. Customize your view by clicking the star icon on any OUs you want to display in this section.

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