Your profile and notification settings in Upflow allow you to personalize your experience and stay updated on important events. This guide explains how to manage your profile settings and notification preferences effectively.Documentation Index
Fetch the complete documentation index at: https://docs.upflow.io/llms.txt
Use this file to discover all available pages before exploring further.
Access my profile
To access your profile, click your organization logo in the bottom-left corner of the screen and select Profile.
Manage your profile settings
Update your information
Within your profile settings, you can:- Add a signature: Personalize your communication with a custom email signature. This will be included in your collection email reminders (manual and automated).
- Set your preferred language: Choose the default language for your profile to ensure smooth navigation and communications. You can update it at any time from one language to the other.
- Update your name: You can also create an alias for the collection process.
Update your user’s email address
If you need to update your profile’s email address, without creating a new/separated profile, contact our Support team here, with:- Current user email address + New email address
Change your password
For security purposes, you can update your password directly from your Profile:- Scroll down to the Password section.
- Enter your current password, followed by your new password.
- Confirm the changes by clicking Save.
Set up your notification preferences
Learn more here: Customize my Profile Notifications.Important
The user profile is unique to the user, and not to the organization they belong to. If you’re part of multiple Upflow organizations/accounts, your profile customization will be reflected across all your accounts:- Your user name
- Your user signature
- Your notification preferences
- Your language preference