Checking and Editing You Settings
- Click on your user name in the upper left corner of the page.
- Click My Profile.
Name
This is your name in your user account. This is set up by your institution's help desk team.
Job Title
You can pick a job title from the drop-down list. If your title is not listed, contact your institution's help desk. Your title is used to personalize campaign output.
Phone Number
Enter your office phone number here. The phone number is also used to personalize campaign output.
Email Address
This is your email address in your user account. This is originally set up by your institution's help desk team.
My Assigned Organization Levels
This setting controls the organizational units that are included in your scorecard, dashboards, and reports. This is set up and maintained by your institution's help desk.
My Branches as a Campaign Manager
FI Works can generate activities and assign them to a single individual, the primary officer of the customer or account, the opening officer of the customer or account, or a user designated as the Branch Campaign Manager.
If you have been selected as the Branch Campaign Manager for your branch, this information shows you the list of branches. Any generated activity for customers and accounts in the branch listed will be assigned to you.
Notifications
You can subscribe to email notifications that show your assigned activities. There are two options for notifications:
If you select the first option, you will receive a daily email that shows a summary of your activities. This email is sent early in the morning.
If you select the second option, you will receive emails during the day when you are assigned new activities.
Email Verification
In order to change your subscription options, you must verify your email address.
- Click the Verify Email button next to your email address.
- You will receive an email asking you to opt in to notifications.
- Click the link in the email to complete the process.