Your individual Profile Settings in Workslayr allow you to manage and customize your personal information, login credentials, and how you receive notifications. This ensures your Workslayr experience is tailored to your preferences and that your data is secure. While Company Settings and App Settings dictate global configurations, your profile settings are specific to your user account.
Managing Your Personal Information #
The Personal Information section within your profile is where you can update details unique to you. This includes basic information such as your name, contact details, and any other relevant personal data that helps identify you within the system. Keeping this information current is vital for clear communication and accurate record-keeping, especially concerning your involvement in Projects or interaction with Clients.
- Salutation and Gender: Specify your preferred salutation and gender.
- First and Last Name: Ensure these match your official records for proper identification.
- Email: This is your primary contact email within Workslayr.
- Phone Number: Provide a direct contact number.
- Profile Picture: Upload an image in JPEG, JPG, PNG, or SVG format to personalize your profile.
Controlling Login Credentials and Security #
The Login Credentials area is crucial for maintaining the security of your Workslayr account. Here, you can change your password to protect your access to sensitive information, such as Invoices or confidential Employee data. Regularly updating your password is a recommended security practice for all users.
Notification Preferences #
Within your Notification Preferences, you have granular control over how and when Workslayr communicates with you. This allows you to tailor alerts for attendance, new leads, updates on your My Dashboard, or important Project milestones. You can enable or disable various types of notifications to avoid being overwhelmed and to ensure you only receive the alerts most relevant to your role and responsibilities.
For example, you might want to receive immediate notifications for new Purchase Orders you’re assigned to, but only daily summaries for general Expense approvals. These settings help you stay updated on your tasks and other operational activities without distraction.
Relation to Company and App Settings #
It’s important to understand the distinction between your personal Profile Settings Overview and broader company or application settings. While you can customize personal aspects like your appearance and notification delivery, overall system behaviors such as Date & Time Formats, Timezone & Currency, and Language Settings are generally governed by the App Settings Overview. Similarly, company-wide details like Company Identity Details and Business Locations are configured in Company Settings Overview and cannot be changed through individual profiles.
Within your Profile Settings in Workslayr, the Personal Information section allows you to manage and update your individual details. This ensures your professional profile is accurate and up-to-date, impacting how you interact with various modules including attendance tracking and project assignments.
Updating Your Personal Information #
Maintaining accurate personal details is important for proper system functionality and communication. You can access and modify various fields that reflect your current information.
To update your personal information:
- Navigate to your Profile Settings.
- Locate the Personal Information section.
- Edit the relevant fields as needed.
Key Personal Information Fields #
The Personal Information section typically includes the following editable fields to ensure your professional profile is complete:
- Profile Picture: Upload a professional image in JPEG, JPG, PNG, or SVG format to personalize your profile. This helps other employees identify you across the platform.
- Salutation: Select an appropriate salutation (e.g., Mr., Ms., Dr.).
- Gender: Specify your gender.
- First Name: Your given name. This is crucial for system records and appearances in projects, deals, and other modules.
- Last Name: Your family name, also vital for official records and display throughout Workslayr.
- Email: Your primary email address. This is often used for system notifications and login credentials, which are managed under Login Credentials.
- Phone Number: Your contact number for internal communication.
Ensuring these details are current helps in accurate record-keeping, contributes to the correct display of your information in reports, and supports efficient communication within your team.
Impact on Workslayr Features #
Your personal information is integrated across the Workslayr platform. For instance, your name and profile picture appear on your My Dashboard, making it easy for colleagues to recognize you. Accurate contact details facilitate reminders and notifications, improving your workflow in areas like contracts or deal follow-ups. While this section focuses on your individual details, some broader configurations, like language settings or date and time formats, are managed under App Settings.
The Login Credentials section allows users to manage their personal access to Workslayr. This includes changing passwords and setting up two-factor authentication.
To access your login credentials, navigate to Profile Settings from your dashboard.
Changing Your Password #
Users can update their password directly from their profile settings. This requires entering the current password for verification.
- Enter your current password into the designated field.
- Provide your new password.
- Confirm the new password by re-entering it.
- Save your changes to update the password.
Two-Factor Authentication (2FA) #
Two-factor authentication adds a layer of security to your account. When enabled, a second verification step is required during login, typically a code from a mobile authenticator app.
You can enable or disable 2FA from your login credentials settings. This feature enhances account security beyond a single password, safeguarding your access to projects, clients, and employee data.
Workslayr allows individual users to configure their notification preferences. These settings control which alerts a user receives and how they receive them. Access these preferences within your Profile Settings.
Configuring Notification Types #
Users can enable or disable notifications for various events across the platform. This helps manage the volume of personal communications received. Administrators may configure global notification settings that affect all users under Company Settings or App Settings.
To adjust your notification preferences:
- Navigate to your Profile by clicking your profile picture or initials in the top right corner.
- Select “Settings” from the dropdown menu.
- Click on the “Notifications” tab.
- Toggle the switch next to each event to enable or disable notifications for that specific event.
Examples of configurable notification events include:
- New project assignments
- Updates on assigned tasks
- Approval requests for expenses
- New messages in project discussions
- Reminders for overdue invoices related to your clients
Changes are saved automatically. These settings apply only to your user account and do not affect notification preferences for other employees.
The Profile Security Options section within Workslayr’s Profile Settings allows users to manage login credentials and other security-related configurations. Access is available to all employees.
Login Credentials Management #
Users can update their login information directly from their profile. This includes changing passwords for account security. Workslayr handles password hashing and storage. Ensure your password meets security requirements if any are enforced by your company’s company settings.
Two-Factor Authentication (2FA) #
Workslayr supports Two-Factor Authentication (2FA) to add an extra layer of security to user accounts.
- Enabling 2FA requires a second verification step during login, typically through a mobile authenticator app.
- This feature enhances account protection against unauthorized access.
- Refer to the dedicated Two-Factor Authentication documentation for setup instructions.
API Tokens #
If external applications or integrations require access to your Workslayr data, API tokens can be generated and managed here. API tokens provide programmatic access, which requires careful handling. This feature is typically used for advanced configurations or custom development. For general App Settings, refer to relevant documentation.
