Personalizing the Experience

Overview

Personal settings control profile identity and UI preferences.

Most changes apply to a single Teammate profile.

Key Concepts

• Profile settings: identity fields used in comments, assignments, and audit history
• Appearance: UI theme selection for readability
• Language: UI label language and locale formatting (when enabled)

How It’s Used

Use these settings during onboarding.

Revisit settings before governance sessions and training to standardize readability.

Benefits

• Faster recognition in people pickers and activity feeds
• Improved readability for long working sessions
• Reduced misinterpretation of dates and system labels across regions

Setup Steps

Start with the matching guide:

• My Profile
• Appearance
• Language

Best Practices

• Use a stable display name for audit continuity.
• Use Light theme during screen sharing in bright rooms.
• Standardize date interpretation across delivery teams when multiple locales exist.

Summary

Personal settings improve collaboration clarity and UI readability.

Related: Browser Compatibility