Edit my profile

Your profile in Diligent Workflow is where you can view or change personal details, set preferences, add a photo, and change a password. Go to the profile icon on your tool bar to open a menu.

Image displays arrow pointing to profile icon

Note

If you are an administrator go to your profile to open the Administration view.

Edit personal details

  1. Select Profile from the menu to open the Edit profile dialog.

  2. Check the details in your profile and make any edits you need. You can add a profile picture by uploading it or using the “Drag and drop” feature.

  3. To save your changes, enter your password to enable the Save button.

Set notification preferences

This is where you set the email notifications you want to receive. When activated you are sent an email each time an event occurs for a Job, Workflow step, or Workflow task occurs.

  1. Select Notification Preferences from the menu.

  2. Switch the slider beside each of the three options to activate or deactivate the notification.

  3. Select Save.

Change a password

To be able to change your password you must know the existing password. This option is different from "Forgot my password".

  1. Select Change password in the menu .

  2. Enter your current password in the Change your password window.

  3. Enter and confirm your new password.

  4. Select Change password.

    Your password will be changed the next time you log in.