My Settings Use the procedures in this section to view and manage your user settings. Related Topics:Update Your User Information Depending on your role in WorkBook, you can update your user information in Personal Information. Add a Whereabout Profile Depending on your role in WorkBook, you can add whereabout profiles in Time & Expense, Resources, or Finance & Administration. Delete a Whereabout Profile Depending on your role in WorkBook, you can delete whereabout profiles in Time & Expense, Resources, or Finance & Administration. Manage Your Client List Depending on your role in WorkBook, you can manage your client list by adding, pinning, or unpinning clients in Personal Information. Update Your Email Import Settings Depending on your role in WorkBook, you can update your email import settings in Personal Information. Manage Your Email Signature Depending on your role in WorkBook, you can upload, edit, or download your email signature in Personal Information. Manage Your Calendar Settings Depending on your role in WorkBook, you can change your calendar connection and synchronization settings in Personal Information. You can also transfer your WorkBook contacts to your email system. Add Your Vehicle Information for Mileage Entry Depending on your role in WorkBook, you can add your vehicle information for mileage entry in Personal Information. You can add multiple vehicles for mileage entry. Disable Global Shortcuts Depending on your role in WorkBook, you can disable global shortcuts in Personal Information. Manage Your Notification, Conversation, and Context Page Settings Depending on your role in WorkBook, you can change your notification, conversation, and context page settings in Personal Information. Manage Your Language, Format, Document, Task, General, Expense Entry, Access Right, Usability Mode, and Purchase Order Settings Depending on your role in WorkBook, you can change your language, formatting, document, and general settings in Personal Information. You can also change some of your task, expense entry, access right, usability mode, and purchase order settings. Manage Your Grid Settings Depending on your role in WorkBook, you can change how information is displayed in the grids in Personal Information. You can also specify how certain keyboard actions will affect the display of information in the grids. Manage Your Themes and Templates Depending on your role in WorkBook, you can change your theme and template settings in Personal Information. Manage Your Login Settings Depending on your role in WorkBook, you can change or reset your password and enable two-factor authentication in Personal Information. You can also change your domain login name and specify if you are an LDAP user. View Your Reminders Depending on your role in WorkBook, you can view your general and task-closure reminders in Personal Information. Execute a Performance Test Depending on your role in WorkBook, you can execute performance tests in Personal Information. Parent Topic: Procedures HomeWorkBook Online HelpTime and ExpensePersonal InformationProcedures My Settings
My Settings Use the procedures in this section to view and manage your user settings. Related Topics:Update Your User Information Depending on your role in WorkBook, you can update your user information in Personal Information. Add a Whereabout Profile Depending on your role in WorkBook, you can add whereabout profiles in Time & Expense, Resources, or Finance & Administration. Delete a Whereabout Profile Depending on your role in WorkBook, you can delete whereabout profiles in Time & Expense, Resources, or Finance & Administration. Manage Your Client List Depending on your role in WorkBook, you can manage your client list by adding, pinning, or unpinning clients in Personal Information. Update Your Email Import Settings Depending on your role in WorkBook, you can update your email import settings in Personal Information. Manage Your Email Signature Depending on your role in WorkBook, you can upload, edit, or download your email signature in Personal Information. Manage Your Calendar Settings Depending on your role in WorkBook, you can change your calendar connection and synchronization settings in Personal Information. You can also transfer your WorkBook contacts to your email system. Add Your Vehicle Information for Mileage Entry Depending on your role in WorkBook, you can add your vehicle information for mileage entry in Personal Information. You can add multiple vehicles for mileage entry. Disable Global Shortcuts Depending on your role in WorkBook, you can disable global shortcuts in Personal Information. Manage Your Notification, Conversation, and Context Page Settings Depending on your role in WorkBook, you can change your notification, conversation, and context page settings in Personal Information. Manage Your Language, Format, Document, Task, General, Expense Entry, Access Right, Usability Mode, and Purchase Order Settings Depending on your role in WorkBook, you can change your language, formatting, document, and general settings in Personal Information. You can also change some of your task, expense entry, access right, usability mode, and purchase order settings. Manage Your Grid Settings Depending on your role in WorkBook, you can change how information is displayed in the grids in Personal Information. You can also specify how certain keyboard actions will affect the display of information in the grids. Manage Your Themes and Templates Depending on your role in WorkBook, you can change your theme and template settings in Personal Information. Manage Your Login Settings Depending on your role in WorkBook, you can change or reset your password and enable two-factor authentication in Personal Information. You can also change your domain login name and specify if you are an LDAP user. View Your Reminders Depending on your role in WorkBook, you can view your general and task-closure reminders in Personal Information. Execute a Performance Test Depending on your role in WorkBook, you can execute performance tests in Personal Information. Parent Topic: Procedures HomeWorkBook Online HelpTime and ExpensePersonal InformationProcedures My Settings