The My Profile form is accessed by clicking on Manage My Profile on the right of the header beneath your account name. This is where you can control personal information related to your user account and set preferences on how you wish to display data across the system.

Many grids throughout the system have the ability to display data from your child organizations. Selecting “Also show information from child organizations” will include an organization column in those grids and add all relevant data to the grid (this enables you to sort data by organization and export to Excel all data from across your entire organization).

If you prefer to see the maximum number of rows allowed on a grid, select “100” from the “Records in grid” dropdown (a setting of “50” may be preferred to keep page refresh rates low).

A setting of “7 days” for “Show tasks due within” will include the most pressing tasks on the “My Dashboard” grid (only the top 4 tasks will be displayed on the dashboard grid).

Finally, check that the correct time zone setting is selected for your location. This will ensure local times are used for creation, completion, and upload dates.

Remember to click on Save Settings beneath the form so that any edits are saved before navigating away from My Profile.