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Account & Settings

The following page will open when you select Account & Settings situated below the Language selector. The content of the page will differ depending on:

  • Whether or not your organization has chosen to activate the GDPR Feature

  • Whether or not you are configured as a Line Manager or Team Leader in the relationship structure

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Personal Settings

Everyone will have a Personal Settings block. You are able to make changes to the following settings:

  • First Name

  • Last Name (Surname)

  • Preferred or Nickname

  • Activity Notifications enabled - You are able to toggle On/Off the automated notifications (emails) generated by the system and sent to you based on various trigger points, such as extended Planner inactivity etc.

    • Yes - Notifications willbe sent to you (On)

    • No - Notifications will NOT be sent to you (Off)

Note

After making any changes you will need to use the Save button to save the changes

  • Your Notification setting is able to be changed by the Administrators of the system should you organization choose to ensure notifications are received

  • Your Preferred name or Nickname is the name that you will be addressed by in emails etc, BUT only if the Administrators of the system have chosen to make use of Preferred name. (Which is the default)

  1. Blah1 Blah1

    1. Blah 1a Blah 1a

    2. Blah 1b Blah 1b

On this page:

Table of Contents

General Data Protection Regulation

This refers to the European General Data Protection Regulation (GDPR). This block will only appear if your organization has chosen to have this feature activated on your system.

This gives you the option to:

  • Download all the personal information that is held about you in the system by using the Download Personal Data button. This will download an Excel file to a location based on your browser settings. e.g.

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Account & Settings


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