Your User Profile

All ClientSpace users have a user profile. For some clients, the user profile is automatically imported from PrismHR or Salesforce. Administrators can also manually add user profiles. The user profile record contains the username that you use to access ClientSpace, along with a few identification fields (Name, Department, Job Title, Phone, Email). Additionally, the user profile has a few administrative and out of office settings.

You can edit your user profile for some demographic information, enable out of office notifications, and add modules to the topmost banner bar of the application. Other edits are performed by administrators such as role assignment. Roles control user access (view, add, edit, delete, and admin) to various entities. See Adding and editing user accounts.