User Settings

User Settings is where you manage your own profile and reminder preferences. Profile fields (name, mobile number) apply to you everywhere you sign in; reminder email preferences are configured per client.

Your profile

Update the name and mobile number associated with your user account:

• Email address — shown for reference only. It can’t be changed here; contact us if you need to update it.
• First name (required), Middle name, Last name (required)
• Mobile number

Click Save profile to apply your changes.

Reminder emails

For each client you have access to, you can control how often you receive automated action-item reminders. These preferences apply only to your own email — they don’t affect other users on the same client.

• Receive reminder emails — toggle off to stop all automated reminders for that client. You’ll still get a one-time email when a new action item is assigned to the client.
• Frequency — how often reminders are sent while action items remain open (e.g. Weekly).