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Updated on 12/9/2019
Workflow Documentation
Profile
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Profile

Quick Links


If you enter Workflow from another system, such as from SAP Sales Cloud Commissions, you will see an overflow menu that includes other menu items, and an option to view your user profile settings. Otherwise, click the  icon (or your picture) in the top-right corner to access your profile and to view and update the following settings:

  • Name and password
  • Default dictionary
  • Time, date, and number formats
  • Notification and out of office settings

For information about updating your settings, see Settings.

You can access other users' profiles and send them messages, based on your permission settings, by clicking the user's name wherever you see it. 

Other users can view your profile, based on their permission settings.

View Your Profile

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To view your profile information or to upload a profile image, click  (or your picture), and select the View Profile link. Your profile displays the following tabs:

  • Basic Information: Your basic user information, based on administrator configurations.

  • Recent Activities: The last 20 activities you performed.

  • Team: The teams and team cases with which you are associated.

  • Projects: Projects for which you have access permissions.

If your administrator added custom fields to your profile, you can point at the field and click the Edit link next to it to add information.

To update your email address and add a description, point at your name and click the Edit link. Note that you can change your name on the Settings page. 

Upload Image

You can upload an image in one of the following formats to use in your profile:

  • BMP

  • PNG

  • JPG

  • GIF

To upload an image:

  1. Point at an existing image or image placeholder and click the Edit link in the upper-left corner.

  2. Click the  icon. 

  3. Select the file, then click Open.

  4. Click Save. 

To remove an image, click the icon.