Configure Your Workspace Overview

How you use Accolade, and how the person sitting next to you uses Accolade, may differ greatly based on your user role, the information you need to see, and your primary language or geographic location. Accolade provides the ability to change aspects of your user profile and to configure several pages to configure the application to work best for you.

Note:  Administrators can also use your user profile to review your current setup to troubleshoot access issues with Accolade.

To access your user profile, click your user icon in the top right corner of the page, and click My Profile. Your user profile displays details about your account and is the place that you can review or update the following:

In the Details > User Settings tab, you can update:

  • Your profile image that displays with your user name in various locations in Accolade.
  • The email address used for Accolade notifications and the chat address used for chat.
  • The selected landing page when you first open Accolade.
  • Your file download preferences for the Microsoft 365 integration, if enabled.
  • Whether Quick Search returns projects with similar names and descriptions as you create projects; i.e. enabling auto search on project creation or not.
  • The language in which the application displays.
  • The format in which to enter and display dates. For example, MM/dd/yyyy or dd/MM/yyyy.
  • Who your assignments or timesheet approvals are delegated to, and the starting and ending dates for the delegation time period.

    • Note:  All changes made in the User Settings tab are saved dynamically.

In the Details > User Links tab, you can update:

  • Any menus that display specifically for you.

In the Email Notifications tab, you can update:

In the HTML Report Notifications tab, you can update:

  • The reports you receive by email.

In the Security and Permissions tab, you can view:

  • The resource pools you are assigned, if any.
  • The date your user account expires, if your company has user expiration policies in place.
  • The user roles you are assigned. User roles determine what you have access to do within Accolade.
  • Functions you are assigned, if any.
  • All access groups you are a member of.
  • Rights you have been assigned for reporting and project updates, and any additional rights.
  • Extended Fields data, if any.

 

In addition to changes in your user profile, you can also do the following to configure the Accolade workspace to better fit your needs: