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Workers with all security access have the ability to update their Worker Profile. To change your personal information, password, or notification preferences, select your Worker Profile icon (indicated by your initials or profile photo) in the toolbar at the top of the page and select View Profile.
Update Personal Information
On the left side of the screen, update general information, such as:
- Name and Position.
- Your Email. Choose Use username as email or enter a different email address for your notifications.
- Home page.
- Time zone, Country and State (if applicable)
Click Save to keep your updates.
Change Your Password
On the right side of the screen, you have the ability to update your login password. It prompts you to enter your old password, enter your desired new password, and verify your new password.
Don’t forget to click Save after you have entered this information.
Manage Personal Email Groups
When you send reports, rather than selecting each email recipient individually, you can create and manage groups of users to make sending reports more efficient. For example, if you send a weekly Budget report to the head of finance and to the executive staff, you can create a group called Budget Report that includes everyone who should receive the report.
Create Personal Email Group
- Toward the bottom of the screen, click New Group.
- Enter a Name for the group.
- Use Shift+Click or Ctrl+Click to select more than one item at a time. You can use:
- Available Groups: A list of global user groups that already exist in Adaptive Insights.
- Available Users:A list of all users in your model.
- Available Levels:This tab shows the organization structure for your model. Select a level to include all the users with access to that level.
- After you select groups, users, or levels, click the right arrows (>>) to include them in Selected Recipients.
- Click OK.
Edit or Delete Personal Email Group
To edit an existing group, click the pencil icon at the bottom section of the window labeled “Personal Email Groups”. You can:
- Change the name of the group.
- Remove and add groups, users, or levels from the group.
To delete a group, click the X icon.
Select a Group, User, or Level from those available. Move the selection(s) to the right pane. Click OK.