Your user profile name is not used directly within WorkflowMax – it is used only when we email system alerts or marketing material to you.
To change your user profile name:
- Click your organisation name at the left-hand end of the WorkflowMax menu bar, and select Portal.
- With the Portal screen open, click the button with your initials on at the right-hand end of the WorkflowMax menu bar, and select Edit Profile.
- On the Profile screen, make the changes you require in the Name field.
- Save your changes.
- Return to Account to go back to your dashboard.