My Profile

‘My Profile’ lets users review their DataServ user information, including email address, first and last name, and phone number. It also allows users to modify some aspects of their profiles, such as changing passwords and viewing connection information. Additionally, users can set their 'Out of Office' status and select their preferred date and time format.

To access ‘My Profile’ click on the People icon in the upper right-hand corner of the Dashboard

Then select 'My Profile' from the dropdown

Basic Fields available include:

• First Name
• Last Name
• Email Address
• Phone Number
• Department
• Job Title­­
• Employee Id
• Alternate ID
• Credit Card Token
• Security Groups
• Various other fields based on client configuration

Fields that are grayed out are not editable.

Additional Functionality

Change My Password

Click ‘Change My Password’ to update your password in DataServ. For more information Can I Change My Password?

Connection Information

Click the Connection information to view your user info, including current security groups.

Change Date Format

To select your preferred date format, click the drop-down and choose the format that is suited to you. Once set, this date format will be applied throughout the DataServ application. For more information User Date/Time Format

Change Time Format

To select your preferred time format, click the drop-down and choose the format suited to you. Once set, this date format will be applied throughout the DataServ application. For more information User Date/Time Format

Out of Office

You can set your ‘Out of Office.’ Out-of-office delegation enables a user to delegate another approver to approve invoices on their behalf. For more information Out of Office

Notification Settings

You can tag users with @username inside the Discussion pane on a document in DataServ to draw their attention to a specific document or comment. 

Tagged users receive an email that links directly to the document and the exact comment thread.

The default for all users and any new user created is that notification are turned on. 

Individual users can turn off notifications if they wish under 'My Profile' or it can be turned off for individual users under User Management>Add or Edit User.

To turn off notification emails, uncheck the box.

For more information see Discussion Pane