Here's a helpful guide on how to make changes to your user account!
To get to your user account, simply head to the Account menu on the top right of your Logiqc window and select My Account.
Your user account is divided into the following sections:
User contact details
Title | You may fill in this field if you wish, but it is not mandatory. If you change your mind, simply click on the tick next to the label to remove any previously selected value. |
First name | This field is required and can only be modified, not deleted. |
Last name | This field is required and can only be modified, not deleted. |
Phone, Mobile, Fax |
Add your phone, mobile, and fax details in these fields if you wish. They are completely optional. |
This field is required and must contain a valid email address. It's where you'll receive all your platform notifications. Don't worry, we'll keep you up-to-date with everything important! Please note that if your organisation has implemented Single Sign On (SSO), this field is not editable. |
|
Position | Please note that your position is managed by user admins and cannot be modified. |
Position / Employee number | If it's your organisation's policy to add these details, enter your employee number. |
User account details
You can make changes to the following fields in the User account details component:
- Change password - click here to learn how to update your password
- My staff (for users with an approval licence - see details below)
- Business area (The area of the organisation where you work)
Note: Your Username, Teams and Roles are managed by user admins.
My Staff
If you have an approval licence, you have the option to add staff members you manage to your account. This will enable you to access their tasks under 'My staff tasks' in the 'Tasks' register.
Adding managed staff
- Under Managed staff, select your staff members. (This is a multi select list).
- Click Save at the bottom of the page.
Reminders and notifications
Don't worry about forgetting your tasks and meetings! The platform will send you a weekly list to help you stay on top of them. You can easily adjust the frequency of these reminders to suit your preferences in your account settings..
Manage your notifications:
- Frequency (weeks) for overdue reminders - set the desired frequency (Note this is for overdue reminders)
- Days of the weeks to send reminder - set the preferred day/s you would like to receive your task reminder email
- Only send reminder if there are overdue reminders - select this if you only want to be notified about overdue items.
- Click Save at the bottom of the page to apply any changes.
Calendar integration
To learn how to integrate meeting notifications into your calendar, click on the article link below for step-by-step instructions.
Integrate meeting notifications into your calendar
Permissions
This section provides a summary of your allocated permissions based on your assigned licence, and roles, which dictate what actions you can and cannot perform on the platform.
To understand user permissions in more detail click here to learn more