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