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Module guide

My Account

Personal account preferences, language, display density, and visibility into incoming or outgoing coverage support.

2026-07-20Shared shell/profile

Runtime availability

Available to every signed-in customer user. Personal settings stay separate from organization settings.

Who uses this module

representativesmanagersadministrators

What users can do

  • Change language and interface preferences for your own account.
  • Review continuity support such as incoming or outgoing coverage and delegated approval help.
  • Check account-level details without opening admin settings.

Access and approval limits

  • Profile changes apply only to your own account.
  • Workspace or organization configuration remains in Settings and Admin Center.
  • Continuity information shown here is informative; workflow changes still happen in Planning.

Key workflows

These workflows describe how the visible customer workspace is intended to be used.

Adjust personal preferences

Use My Account to update language or interface density without changing shared workspace settings.

  1. 1Open My Account.
  2. 2Review account preferences and save your personal choices.
  3. 3If you need workspace-wide changes, switch to Settings instead.

Core concepts

Personal versus organization settings

My Account changes your own experience; Organization Settings changes the customer workspace.

Reference

Covered screen

`/profile`

Troubleshooting

A setting changed here but the whole organization did not update.

  • Confirm the change was a personal preference, not an organization setting.
  • Open Settings if the intent was to change a shared workspace option.

Escalate only if a personal setting fails to persist for your own account.

Connected modules

These areas usually carry the next action, source record, or downstream evidence.

Notifications

The governed inbox for approvals, operations, reminders, and exceptions inside the selected organization.

Targets And Forecasts

Manage cycles, targets, forecasts, reconciliation, incentive review, route-coverage posture, and workforce continuity approvals.

Organization Settings

Customer-owned organization configuration such as identity, supported configuration areas, admin coverage, and help references.

My Account | FieldOrchestrator