Profile

This profile is part of the opt-in features and replaces the previous profile feature. If your organization does not use the opt-in features, instead see Profile.

Your profile is a collection of information that identifies and defines you in the solution. Appearing near the top, in addition to your image and name is your account status indicator, your email address, the percentage of profile completion, and possibly, a note about items that need your attention.

Access the Profile page

To open your profile:

  1. In the upper right corner of the application, click your profile picture.

  2. In the menu that opens, click your name.

Your Profile page opens, where you can view and update your account information.

To open the Profile page, you must click your name from the Profile menu. The other menu options do not open the Profile page.

Account profiles have the following tabs by default: Basic Information, Consent, Personal Information, Contact Information, Membership, and Groups, that you or an administrator should complete.

The Profile page with the Basic Information tab active.

However, these sections and the questions contained within them can be configured to more accurately and effectively collect the information that your organization requires.