Profile details, working hours, and notifications

On the profile page, team member manages their data, working hours, time off, notifications, and personal activity timeline.

Last updated 13 days ago

Profile details and personal timeline

On the profile page, a team member can view their details and the activity timeline associated with their account.

My Profile

Click your name at the top and select My Profile. Review your name, job title, Contacts, language, default page, sender name, and signature. Some fields are intended for the administrator. Do not change the email address unless you are certain it should be used for logging in and receiving notifications.

If you do not see the feature

Check the menu location. If an item or action is not displayed, ask the administrator to check your permissions, plan, and enabled features. This note applies to the entire "My Profile" section.

Profile timeline

The Timeline tab displays a chronology of records associated with team member. The general Other functions → Timeline page allows you to compare Staff and record types, while the Activity Log provides a detailed audit of changes. Choose the view based on whether you need context, a comparison, or details of a specific change.

Notifications, working hours, and time off

In personal settings, a team member selects their notifications and manages working hours and time-off information.

Notifications, time, and time off

In the Notifications section, select the channels intended for you, if such options are available. Time logged displays timer entries, while Time off shows periods of absence that may appear on the calendar and affect workload. Check the dates and approval status before editing time or time-off entries.

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