Wdesk Home - Managing Your Profile

Editing Your Profile

You can access your profile from the drop-down menu under your name in any of your Wdesk solutions, including Home. Choose My Profile.

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Now choose the Edit Profile button to access the Edit Profile dialog box.

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This will allow you to change first and last name, Email address, and all of your contact information.

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Click Save changes once you have made your changes.

Changing Your Password

If you need to change your password, choose the Change Password button and use the dialog box to enter your Old Password, New Password, and then Confirm Password. Click Save changes when complete.

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Note the password requirements for the account at the top of the dialog box. If you wish to maintain your current password, click Cancel.

Using the My Documents Tab

The My Documents tab displays all of the documents for which you have Owner permissions.

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If you have a large number of documents listed here, you can filter by document name. In the "Filter by document name" search box, type all or part of a file name, and the search feature will display options. (In the example below, typing "2015" displays documents containing "2015" in the document name)

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To use the Advanced Permissions editor or to move a document to the trash, use the checkboxes to the left to select the document that you would like to work with, and then choose the appropriate button.

The Advanced Permissions Editor will open in a separate tab or window. It allows you to quickly adjust permissions for particular sections or the document as a whole. The use of the Advanced Permissions Editor is covered in the article Advanced Permissions Editor.

If you want to move a document to the trash, select the checkbox for the appropriate document, choose Move to trash, and confirm.

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NOTE: Draft documents will be permanently deleted.