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Update your profile

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

  1. At the top-right corner of your Workspace page, click and then click Profile.

    The Profile page appears and displays the following information:

    • Full Name

    • Username

    • Password

    • Email Address

    • Supervisor Name

    • Working Group

    • Persona

    • Work Allocation Rule

  2. Only logged-on user can change the existing password or enter a new password. To change the password:
    1. Click the Change Password link.

      The Change Password pop-up 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 Profile page.

  3. To add your profile picture, click Browse for Profile Picture and select the image.

    The image is added to your profile.

    Note You can also modify and delete your profile picture.
  4. To modify your working group:
    1. Click Clear to clear the current working group.
    2. 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. For more information on associating a work allocation rule with a group, see Create a group. Also see Prioritize work using work allocation rules for more information.

  5. To modify a persona for your profile:
    1. Click Clear to clear the current persona.
    2. On the Persona list, select a persona.

      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.

  6. To modify the work allocation rule:
    1. Click Clear to clear the current work allocation rule.
    2. Click Select.

      The Work Allocation Rules pop-up appears.

    3. On the Category list, select the category where the required work allocation rule is available.
    4. Select the rule and click OK.
  7. Click Save.

    Your profile is updated.