You can manage your Essentials account by updating your user settings. This article will show you what you can do within your Essentials user account. 


Topics in this article include:

• User Settings
• Customize Your Login Experience
• Workbench Totals Popup
• Change Password
• Logout
• Update Profile

User Settings
 

Each user has options of what email notifications they want to receive when certain actions happen. This is a great place to set up an email notification to be sent to your inbox when an order has been created online from your website only or when a requested signature has been completed. Just change the toggle option to Yes.
 

Customize Your Login Experience

You can change your default login page from the Dashboard to the Workbench. If you change this to the Workbench, log off, then log back in to apply the new setting.
 

Workbench Totals Popup
 

If you want to show totals on the Workbench, toggle this option to Show Totals and totals will show on the Workbench when you hover over the Contract line.

You can also define your default workbench start day. Options are yesterday, today, tomorrow, and each day of the week.
 

  
Change Password
 
Once you’re logged into your account, you can change your password at any time.  A great practice would be to change it every 90 or so days to give others less of a chance to “guess” your password and keep others out. 
 

Update Profile
 
If you need to update your profile information, such as phone number, job title, email, etc., you can do this by going to People > Employees. Just click Edit next to your name and update what information fields are needed.



Related articles 

Creating New Users