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Update the user profile

On the User Profile page, view your profile details and if needed, change the working group, persona and work allocation rule.

When you change groups, jobs that are available to the new group become available to you. Work allocation rules associated with the new group also become effective and your work queue is prioritized accordingly. See Associate work allocation rule for more information.

  1. At the top-right corner of your Workspace page, click your user name.

    The Profile page displays the following read-only information: Full Name, Username, Password: Change password, Email Address, Supervisor Name, Working Group, Persona and Work Allocation Rule.

  2. To modify your working group, on the Working Group list, expand the category that contains the group and select the group.
    Note When you change groups, jobs that are available to the new group become available to you. Work allocation rules associated with the new group also become effective and your work queue is prioritized accordingly. See Prioritize work using work allocation rules for more information.
  3. To modify a persona for your profile, on the Persona list, select a persona and click Save. See "Manage Personas" in the Kofax TotalAgility help. When you click the Home icon or log on again to the Workspace, the correct landing page appears. If a persona is not associated with you, the general work queue appears.
  4. To modify your work allocation rule:
    1. Click Select.
    2. On the Category list, select the category where the required work allocation rule is available.
    3. Select the rule and click OK.
  5. Click Save.

    Your user profile is updated.

Change password

Only logged on user can change the existing password or enter a new password.

  1. Click the Change Password link.

    The Change Password screen appears.

  2. Enter the Old Password.
  3. Enter the New Password.
    Note On Windows, the Microsoft Virtual keyboard is disabled when using a text box in password mode.
  4. To confirm the password, re-enter it in the Confirm Password box.
  5. Click Change Password.

    The system updates the new password and redirects you to the User Profile screen.

  6. Click Cancel to redirect the user to the User Profile screen.