Your Profile & Personal Settings

You can customise your profile and personal settings easily within Atamis. Find below a guideline of the adjustments you may wish to make to suit your working style which can be accessed by clicking your User Profile in the top right corner. 

image-20240417-120523.png

  1. User Profile - Your profile image will be visible in the top right corner throughout the Atamis system. Click on the image icon to open the display profile options. 
  2. Display Density - You have the option to change the appearance of fields on the page between Comfy or Compact. Comfy gives a less-cluttered appearance, while Compact allows for more information on the screen. 
  3. User Name or Profile Icon - By clicking on your username or your profile picture icon you will be taken to your Personal Details Page. From this page, you are able to:
    • Upload a profile photo
    • Indicate you are Out of Office
    • Post updates using the Salesforce Chatter feature and see what content you are following
  4. Settings - This will open your personal settings options which allows you to
    • Update your name, phone number, email and address in Personal Information
    • Reset your own password by selecting Change my Password
    • Control email preferences including Email Signature and whether you receive email alerts when files you're subscribed to are updated in Email > My Email Settings
    • Control email preferences from Salesforce Chatter (Discussions) by selecting Chatter > Email Notifications
    • Update preferences for Task reminders by selecting Calendars & Reminders > Activity & Reminders

 

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request