Updating Your Profile

In the More Options section, view and update profile and security preferences, learn more about Office, and complete other basic functions.

Updating Your Profile 

1. Access More Options by clicking on your name and avatar in the upper left of the Homescreen, or by clicking on the  icon at the bottom of the vertical navigation bar. The More Options Menu opens.
   
   
2. Select My Profile. The Profile screen appears. Click the Edit icon in the upper right corner to activate Edit mode.
   
3. The Profile shifts into edit mode.
   
4. Update the profile.
   • In the Display Name field, enter the name that will to appear to other users. This field is required.
   • In the Role field, enter a position or title.
   • In the Org field, enter the company or organization name.
   • In the Location field, enter city and state, branch, specific office, or other location information.
   • In the Phone/Email fields, enter a desk or mobile phone number and an email address. The email address will be where notifications about activity in Office are delivered. These fields are required.
   • In the Name fields, enter first and last names. These fields are required.
   • In the About Me field, enter something interesting, fun or important to share within the organization. This field expands as text is entered.
5. Add or change a profile photograph.
   Note: To change the photo, click it to display the Image Viewer screen. Click Remove Image and return to the main Profile screen and follow these instructions:
   
   1. Click [add image]. The Open screen appears.
   2. From the Open screen, navigate to photos and select the file that should appear as the profile picture.
   3. Click the Open button. The Profile screen reappears with the photo in the upper left corner.

Setting Notifications

1. 1. Click the Notifications button. The Notification Settings screen appears.
      
      
      • Mark the Team email notification checkbox to receive a message at the specified email address when a message has been sent to the entire team.
      • Mark the Task email notifications checkbox to receive a message at the specified email address when a SmartTask has been assigned to you.
      • Mark the Use email summarization checkbox to receive an email summarization of Team and/or SmartTask Notifications (if selected above) instead of receiving individual notifications. Note email summarizations are selected by default, and sent every 2 hours, and only if a new notification has come through.
      • Mark the Team push notifications checkbox to receive a pop-up alert on your device when a SmartTask assigned to a team member has changed status. The Office app must be installed on your mobile device for this feature to function.
      • Mark the Task push notification checkbox to receive a pop-up alert on your device when a SmartTask you own has changed status. The Office app must be installed on your mobile device for this feature to function.
      • Click Apply to save changes.