Set Up My Profile

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.

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Access my profile

To access your profile, click your organization logo in the bottom-left corner of the screen and select Profile. You can also access your profile by pressing Cmd (or Ctrl) k on your keyboard. Type “profile” and enter.

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Manage your profile settings

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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.

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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

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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.

Or enable Sign in with Google … at your profile level, for a quick and easy login! This will not impact your teammates, only your profile.

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Set up your notification preferences

Learn more here: Customize my Profile Notifications.

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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