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How to update your User Profile?

With your user profile you have a set number of permissions based on your role within the team. Personalise your profile and check the permissions. 

 

👤Within your Profile settings, you will find several key areas to manage and personalise your experience:

👉Personalise by adding your profile picture or an avatar
👉Change your Username
👉Change your Email address
👉Change your preferred Language.
👉Change the Date Format
👉Change Time Format
👉Choose Week start day 
👉Change Number Format
👉Change Currency Format
👉Set Notification options
👉Change Password

 

Getting Started with Your Profile

 

  • Click on your Profile icon in the top left hand corner of the system's dashboard.
  • Select My Profile from the dropdown menu and click on it.



 

  • A pop up screen appears allowing you to edit your Profile and the way you wish the system will be presented:

☝️Mind you:  Fields marked with an asterisk (*) are mandatory.

 

Profile Picture:

  • Upload a photo: Click on the camera icon to upload a new profile picture from your computer. Allowed file types are JPG, JPEG, and PNG, with a maximum size of 5MB:
  • Choose an Avatar: Alternatively, you can select one of the pre-made avatars provided by the system. Click on the avatar you fancy, or fits your personality the most:
 
 
Name Change:

☝️Please Note

Changing your name must be done with your manager's approval. Changing your name can cause confusion within the team.

  • Update your name in the Name field:

Email Change:

  • Update the email address in order to receive notifications (if set up ) to your preferred email address:

Language Change:

  • Select your preferred language.

☝️Mind you:

Only the languages displayed from the drop down menu, when clicking on your profile picture , are supported at this time.

In your profile settings there are some languages to chose from, but right now this does not influence anything. We are working diligently on having as many languages available in the future.


 

Date Settings:

  • Choose your preferred date format (e.g., European or American:

Time Settings:

  • Select your preferred time format:

 

Date Separator:

  • Influences the way the dates are separated:

 

Week Start Day:

  • Set the first day of the week according to your preference.


    This affects how calendars and schedules are displayed in the system:

 


Currency Format:

  • Choose what currency format is displayed:

Number Format:

  • Select your preferred number format:

Notifications:

  • Select the events you would like to receive a notification for on the email you have entered in your profile. 
    *Pls note that 'Show in Panel' has not been released yet.

Change Password:

  • We recommend you change your password regularly:

 

Permissions: 

  • Used to assign roles and permissions within the system. This section is managed by administrators (manager roles and other roles that have been given these rights) and is 
    If you do not have permission management access, only a manager can modify your access levels on your behalf.

Within this section, you will find a list of the main modules within the system—such as Bookings, Rates, and Accounting:

For each area, use the dropdown menu to choose which aspects of the module you wish to allow. To grant permission, toggle the switch to purple. If you need to revoke access, simply switch it back.


 

  • Apply: Once you have finished updating your profile or permissions, select "Apply" to confirm and save your changes:
  • Reset: If you want to discard any changes you've made, click the "Reset" button:

  • Hit Save to save the profile after all changes are made: