Getting Started

Setting Up Your Profile

Last updated September 18, 2026  ·  1 min read

A complete profile helps your teammates recognize you and makes sure you’re reachable the way you prefer worth doing in your first few minutes in PMS.

To set up your profile:

  1. Click your profile icon or avatar in the top-right corner.
  2. Select Profile or Account Settings
  3. Confirm your name and job title are correct.
  4. Set your time zone so due dates and timestamps display correctly for you.
  5. Review your notification preferences (see Understanding Notification Categories and Turning Notifications On or Off by Channel).
  6. Save your changes.

 

Good to know:

  • Setting your timezone correctly matters more than people expect it affects how due dates and “submitted at” timestamps are displayed to you.
  • Some fields, like your email address, may need an admin to change them if a field looks locked; that’s why.
Still stuck? Contact our support team and we'll help you sort it out.