Account Information Overview

General

Basic concepts
Navigation
Icons
Permissions

Account/Preferences

My account/user profile
   • Account information
   • Preferences
   • Membership Plans

Admin

Project Teams
Plan administration
Data backup
Archived Items

Main Pages

Dashboard
• Personal workspace
   • Calendar
   • Milestones
   • Tasks
   • Messages
   • Contacts
• Project workspaces
• Reports
   • Time tracking

Features

Creating and editing items
   • Using rich text editor
Creating items via email
Time tracking
Searching

The account information page allows you to update your username, email address, password, and contact information.

account edit screenshot

  1. Enter your first and last name. Other users will not be able to see your full name unless you have set your preferences to allow them to do so.
  2. Enter a username to be shown to users who do not have permission to see your full name.
  3. Your email address serves as your login. Notification emails will also be sent to this address.
  4. You need to first enter your old password if you want to change your password.
  5. Enter your new password twice to change your password.
  1. Click this link to expand the address fields for entering your address. Other users will not be able to see your address unless you have set your preferences to allow them to do so.
  2. Enter your phone number. Other users will not be able to see your phone number unless you have set your preferences to allow them to do so.
  3. If you use Skype, enter your Skype name here for Skype integration. With Skype integration, [call] links will appear next to phone numbers for making SkypeOut calls. You can also initiate Skype-to-Skype calls with other Skype users by clicking on the [call me] links from their profiles.