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User Settings & Help

A quick guide on the options under your user settings and Help

Marsha Galicia avatar
Written by Marsha Galicia
Updated over a week ago

When you navigate and hover over your profile image, you'll have these pages available to you. You can update your profile details, set preferences, and manage your account security.


Profile

This page is where you can edit your user settings like -

  1. Update your name

  2. Access and copy your personal XBert inbox address to email-in tasks

  3. Update your Work Task Default page - you can select the default view when navigating to the Work Tasks page.

  4. Change your Region settings - affects the format of your date and time

  5. View your Timezone - if the CONNECT Portal timezone is turned on, then this will be the same as your CONNECT Portal's timezone

  6. Delete your Account

Help

This will open up our in-app support system where you can go to our help articles, download the XBert extension, view and access the roadmap or changelog or reach out to us for any questions or help.

Switch Business

If you're looking to log into another Business or CONNECT Portal.

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