Personal profile

Permissions: all users
PSA plans: all

Profile picture and contact details

Add a profile picture in the program to be shown to other users e.g. in project teams or resourcing. Click on your initials/profile icon and upload a picture from your files. 

You can change your contact details (first name, last name, email and phone) by replacing the old information. Changes are automatically saved. Read more below about changing email address.

You can also see your job title and your supervisor's name. If you need to change this information, please contact your company's PSA admin user who can edit these through user management.

Updating your email address

Your email address is your username, so please notice that changing it will affect your login.

1. Go to My Profile > Personal profile.
2. Replace the old email address with a new one.
3. If you use O365 single-sign-on (SSO) or multifactor authentication (MFA), you will receive a confirmation email with a verification code. 
   -Enter the Email Verification Code. 
   -Click Confirm.

User language & date format

• Define your personal usage language, date format, start day of the week and time format.
• Activate the toggle if you want to display the hour amounts in the working time calendar headers in hours and minutes, e.g. 7 h 30 min. By default, the setting is off, in which case the hours are displayed in decimals, e.g. 7.5h.

Time tracking settings

• Choose with the toggle whether to allow intelligent work hour suggestions. They are based on your previous recurring time entries and they shown on a gray background in the work time calendar. Read more here.
• By activating the lunch time deduction and defining the recurring default lunch time, you can easily deduct the lunch time on your upcoming overlapping time entries. Read more here.

Sidebar settings

You can adjust the left sidebar to display PSA features as grouped or listed separately.

• As Grouped you can hover your cursor over the category to see the sub-sections.
• Listed shows most of the sub-sections, but some of them are hidden behind their main sections, for example Expenses > Travel expenses.

Other settings

Choose with the toggle whether the program should remember your latest searches and filters in lists (until deleting browser history) and whether quick search can be opened with a key command.

Meetings

Personal meeting link can be utilized when adding events to an integrated Google or Outlook calendar.

Integrations

Choose with the toggle which Microsoft and Google integrations you want to activate, in order to synchronize your email or calendar to PSA. Read more about these features here. 

Cookie settings

Choose with the toggle whether the site can use all or only essential cookies.