Your account
Your account settings are under your name, at the top right of every screen. They change EVX Software for you only: your profile, how screens look and behave for you, and your password. Every user has them, whatever their role.
Jump to:
- The menu with your name
- Personal settings
- What only an administrator changes
- Example: a new team member's first day
The menu with your name
Click your name at the top right:
Everything about your own account starts here.
| Item | What it opens |
|---|---|
| Settings | The Settings page, with your Personal settings at the bottom. Administrators also see the firm's configuration there. |
| Account | Your own user page, with your contact information, user type, and the clients, departments, and projects you relate to. |
| Help | EVX Software's help. See also Contact support. |
| Logout | Signs you out. |
Personal settings
Your nameSettingsPersonal settings
| Setting | What it changes |
|---|---|
| Edit your profile | Your name, contact details, and picture, which your colleagues see. |
| Edit preferences | How EVX Software works for you: your dashboard, left panel, task list, time, calendar, and lists, in groups such as General, Task options, and Time options. See Customize your views. |
| Change password | Your password. You need your current one. |
| Notification triggers, Default subscribers | Which changes you are emailed about, when, and which tasks you follow. They are in Edit preferences. See Your notification settings. |
The steps for each are in Sign in and set up your profile.
What only an administrator changes
Your role, your permissions, the email accounts you can use, and the firm's defaults for new users are set by administrators. See Default user preferences. If you need more access, ask your administrator. See User roles.
Example: a new team member's first day
On her first day, a staff scientist opens Edit your profile to add her phone number and picture, then Edit preferences › General to set her work day hours, so her time entries start at the right time. She changes the password her administrator gave her with Change password.
What you can do next
- Sign in and set up your profile for the steps.
- Customize your views for every preference.
- User roles for what your role lets you do.
- Default user preferences if you're an administrator setting what new users start with.