Managing your user profile & preferences
Alert! The information in this article is valid for administrators and common users!!!
Click on your username on the top right side of the screen:
Click "Profile." The user can edit the profile information or change the password on the next screen.
Here you can manage your profile preferences:
To change your profile details, click "Edit"
The users can change the avatar, their first and last name, job title, phone number, and the application language. The only information the user cannot change is the email, as it is the key to several features inside the app.
In this example I will change the profile picture. To do that, click the picture.
Click "Upload"
Adjust the crop window:
Click "Save"
When you finish changing what you want, click "Save" again:
The next option is "Preferences":
Here you can setup the reminders you will receive for unread messages and open tasks. You can also opt to update the meetings in you calendar. There are integration with Outlook and google calendar. Change what do you want and click "Save".
Next you have "Change Password":
Enter the current and new password. The new password must be entered twice to confirm. Click "Save." You are done. The user password has been changed.
The last option is "Integrations". Here you can choose which calendar you want to use. Outlook or Google Calendar. You cannot setup both:
Both integration process are very similar. I will show the google calendar here as a example. Click connect:
Choose the google account you want to use:
Read and agree with google terms:
Confirm you trust consource.io:
You are now connected with google calendar and any meeting you schedule will be updated there.
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