Account

The Account page is accessible across all user roles. The account page allows users to view their profile details, such as their name, company name, email address, and linked account. It also allows them to modify these details. 

Photo 

This is the profile image. A user can upload, re-upload, or delete their profile image.  Note the recommended dimensions of 200 x 200 pixels and formats of JPG, BMP, and PNG.  

Information

This shows a user’s name, company name, and email address. The company name is the organization this user account belongs to when it was created.  This is locked since each user exists within a company.  A user can modify the name and email address. If you would like to work within a different company, it's recommended to create a new user account within that company.

Password

This is the account password. This allows a user to modify the password. However, the user must provide the current password to change the password successfully.

Linked Account

Independent consultants that work with multiple consulting companies, each with differing methodologies and clients, will need to have a different WorkStreamr account within each company.  The Linked Account feature allows these users to link their multiple Workstreamr accounts together so they can access all accounts from a single login.  

To link an account, type in the email address of the account. Then, click on Send Invitation.

Once sent, login to the other user account and accept the invitation to link to two accounts.