User guidePersonal info, format settings, and task delegation
Accessing your profile
Click your profile picture in the upper-right corner of the Home screen and click My settings. The My settings page has three categories: General settings, Security, and Notification. The General settings page is displayed by default and is further subdivided into Personal info, Format settings, and Task Delegation.
Personal info
The Personal info page allows you to fill in your details, upload a profile picture, add a signature, and manage your email address. You can also change your password if it is compromised or your company requires a password change. If you forget your current password, follow the steps below:
- Click Change password > Forgot password?
- Click Send email. You will receive an email with instructions on how to reset your password. This email is a time-sensitive email that expires after 24 hours.
To change your password, click Change password. Enter your current password and your new password, and click Save.
Format settings
You can manage the format settings to format the display and data of your account. These settings apply to your account, not the account-wide format settings, which only the Super Admin can change.
Account time zone. Your organization's time zone is considered when you configure a scheduled action for integration or include a deadline in a workflow. All data from processes, boards, and apps will match your time zone.
Language. Choose the language for your Kissflow account. Kissflow is currently offered in English, French, Spanish, German, Italian, Russian, Korean, Simplified Chinese, Japanese, Vietnamese, Thai, Arabic, Polish, and Portuguese.
Date format. Choose a suitable date format for your business. The number and currency format are based on your browser settings. Remember to click Save after choosing your preferences.
Task delegation
If you are going to be unavailable for a certain period of time, you can automatically delegate items that will be assigned to you while you are unavailable to another user. All the existing items will stay with you. You can also cancel the delegation at any time.
Click Add delegation to enable task delegation, and select a user under Who do you want to delegate your tasks to? Specify how long you want your items to be delegated to the selected user.
Modifying the delegation information
To modify the details of the user to whom your items have to be delegated, click the Edit delegation button beside the user's name. If you want to cancel the task delegation, click Cancel delegation to cancel Task delegation and let Kissflow assign items to you as usual. You can regain control over all your items as before. However, all previously delegated items will still remain with the delegated user.
