Account Settings

You can easily access your account settings from the platform navigation bar. You can view your profile information and view and edit your email and chat notification preferences and browser privacy settings. 

This article walks through:

• Access Account Settings (View Your Profile)
• Edit Your Notifications
• Edit Your Browser Privacy Settings

To view an overview video:

• Overview Video

Access Account Settings (View Your Profile)

You can view and edit your account settings by clicking your initials in the top-right of the navigation bar. Clicking your initials displays a drop down menu with options for accessing account settings and signing out of the platform.

1. On the right side of the navigation bar, click your initials to display the drop down menu. 

2. Select Account Settings.

The Account Settings screen appears with the Your Profile tab displayed and the Notifications and Browser Privacy Settings tabs available, as applicable. You can view your profile information, but you cannot modify it.

When you select Sign Out, this ends your session in the platform and displays the login page.

Edit Your Notifications

The Notifications tab is where you can specify your notification preferences. You can select or deselect checkboxes to enable or disable notifications based on your role and the features enabled for your company. If the Notifications tab does not display, your company might not have features enabled that use notifications. 

1. Click your initials and select Account Settings.

2. Click the Notifications tab to display your Notification settings.

3. Select/clear the checkboxes next to the notifications you want to enable or disable.

4. Click Save Changes.

Edit Your Browser Privacy Settings

You use the Browser Privacy Settings tab to opt-in/opt-out of non-essential cookies. Strictly necessary cookies are required for platform website functionality; however, you can choose whether to accept functional and performance cookies.

1. Click your initials and select Account Settings.

2. Click the Browser Privacy Settings tab to display your cookie settings.

3. If you want to accept all cookies, click Accept All Cookies.

4. If you don’t want to accept all cookies, select/clear the checkboxes next to the cookies you want to enable or disable, then click Accept Selected.

Note: The platform displays a prompt in the browser window when you access the platform. You can click Accept All Cookies to accept all cookies or click Cookie Settings to access the Browser Privacy Settings tab in your account settings. You can update your settings at any time.

Overview Video