Update Profile
To update your Profile, from your Dashboard click on the left sidebar and then click on Manage Workspace. From here, click Manage on the Update Profile and Public Webpage card. Here you can update:
- – Workspace Image: the image that appears across your Workspace and Reports.
- – Workspace Name: the name that identifies your Workspace and appears on your Reports.
- – Dashboard Title: the title that appears on your Dashboard
- – Default plan view: select the default view you want your Action Plans to open up in.
- – Other settings for users and plans
Notification Settings
Stay up to date with what’s happening in your workspace. Here you can choose how you’d like to receive notifications when key actions happen.
- – Allow Notifications: Turn all notifications on or off.
- – Action Assignment: Get notified when an action is assigned.
- – Action Completion: Get notified when an action is completed.
Mega Filter Settings
The basic mega filter settings help you organise and filter your content so you can quickly find what matters most, whether that’s specific actions, outcomes, themes or priorities.
Public Workspace
This section shows whether your workspace is live or still in draft:
- – Edit Live Profile: Update how your workspace appears to others before or after publishing
- – Publish Page: Make your workspace public and accessible
Publishing allows you to share your plan, showcase progress, and collaborate more openly with partners and stakeholders.