Each user profile in Collavate has its basic configuration set up concurrently with the creation of user accounts when the Collavate administrator synchronizes them with Google Workspace organization data in the Sync menu.
After user accounts are created, individual users can edit more detailed profile information (such as user names and job titles) at the Collavate user profile menu. Please refer to the guide below to update your personal profile.
|Note: To learn more about synchronizing user information with Google Workspace, refer to the following guide: Sync Collavate to your Google Workspace domain
Update your profile #
- On the top right, click your profile picture.
- Click My Account.
- Go to the Personal Info menu.
- Click the section you want to update and make your changes.
- Personal information: Click each section to input corresponding information.
- Profile image: Click Update photo to upload your profile image.
- Click Save.
|Note: Your personal profile is stored securely in Google Cloud.Administrators can review and modify the information of all Collavate users in the user management menu. Information from personal profiles is displayed in various user information pop-ups. For a list of personal profile items that can be viewed in each menu, please refer to here.
View or edit user profiles #
Collavate administrators can view or edit the personal profiles set by users within their organization through the administrator menu.
- Go to AdminUser Management.
- In the user list, click on the name of the user you want to view or edit.
- View or edit user information in the popup window.
- (Optional) If there are any changes, click Save at the bottom of the popup.
Where does my personal profile information appear? #
The user profile is utilized in various menus within Collavate. For information on the menus where the personal profile is utilized and the specific profile items that can be viewed (such as job title, department, etc.), please refer to the following table.
|Information that can be found
|User profile popup (when clicking on the profile picture in the top-right)
|User profile card in Post menu (when hovering mouse over user profile image)
Company name(set by admin)
|Reviewer information in approval
|Reviewer information when printing approval (download PDF)
|Reviewer information when printing approval (Classic)
|All items in user profile