User Settings are found by clicking the gear icon user avatar on the right side of the menu bar. Drop-down
Dropdown options include:
| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
...
See the How To: Change Your Password article for details.
...
Preferences
Click Preferences See the Preferences article to learn how to set the User Preference user preferences for the:
Default
...
inFlow Workflow Type
...
Default Home Page
...
...
User Interface
Default
...
Set the default to show either the Borrower or the Partners view.
...
Default Home Page
Set the default home page to one of the following :
inFlow
Main Dashboard
My Pipeline
Partners
...
List or Status
Contact Form Default
inTouch and Workflow Font
InFlow Tables Font
...
Impersonate
Need details
...
System Info
...
Log Out
Click Log Out to immediately exit the Insellerate platform.