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How to View and Edit Your Profile and Preferences

Learn how to view your permissions, edit your details, and change preferences.

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Written by Matt Williams
Updated over 4 years ago

View your Permissions

1 - Navigate to your Profile page

2 - Observe your Personal Information, Permissions, Preferences and Email Notifications

The allowed actions are determined by your user role. You can read more about user roles here.

Note: if you are a member of multiple work areas, you can have different personal information, permissions, preferences, and email notifications in each.

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Edit your Username

All registered users are able to change their user name on the Veratrak platform, via their Profile page.

1 - Navigate to your Profile page

2 - Edit the 'Name' area

3 - Select 'Save'

4 - Observe the Confirmation modal that confirms your profile has been updated!

Note: if you are a member of multiple work areas, you can have different usernames in each.

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Edit your Preferences

Learn how to select your home work area here.

Learn how to select the custom fields displayed in your workspace list here.

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Edit your Email Notifications

All registered users are able to mange their email notifications on the Veratrak platform, via their Profile page.

Note: This selection is user-specific to your profile, and does not affect any other user's notifications.

1 - Navigate to your Profile page

2 - Tick the email notifications that you want to receive, and untick the email notification you do not want to receive

3 - Select 'Save'

4 - Observe the Confirmation modal that confirms your profile has been updated!

Note: Essential email notifications for registration, access, and assigned tasks cannot be disabled

Note: Bell notifications will continue to be sent for all scenarios, regardless of email notification preferences.

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