Overview


Users are able to make changes to their personal profile using the My profile pop-out.


 

Access your user profile by clicking on the avatar or your inititial at the top right of the screen
Change your profile picture: to add/change your avatar, click on the image section and select your new avatar; the image needs to be 128px by 128px.
User name and email address
Profile: update your details or generate a new API key that can be used to query data from external sources, such as PowerBI; the API key is only visible once and should not be shared for security reasons. (see below)

Email subscriptions: Receive emails for Daily-to-do's, owner, originator of an action or activity

Change your password
Delegations: these delegates will be responsible for approvals on your behalf during the period set specified; delegates to you is the list of delegations assigned to you, making you responsible for approvals.

Unavailability: capture dates you are not available, this is used for users who will not be able to complete any tasks such as RARs.

Site sign in location 
Log out



Username 
Portfolio - where in the portfolio the user is signed in
Person positions - The position allocated to the user
API Key - used for linking data to and from PiPware