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Edit your profile and notifications

LiveFor: All staff

Name, job title, capacity, notifications, email signature and labels.

Edit Profile holds everything about you in BMS.

Edit Profile for Ethan Soh: Profile fields, Security with Two-factor authentication, Capacity, then Notifications and email sections.
Edit Profile.
  • Full name, Job title, phone and social links. Email address can only be changed by an Admin.
  • Security: set up two-step sign-in.
  • Capacity: your Hours per week, used by Resource Planning.

These three share one Save at the bottom.

  • Triage Badges and Banners: the unread counts and banners for new Triage items.
  • Browser Notifications: notifications from your browser, which also need your browser’s and computer’s permission.
  • Shared Triage Inboxes: choose which shared inboxes notify you, if you belong to any.
  • Delegated Triage: Add Delegated Access lets a colleague work your Triage, such as while you are away.
  • Email Auto-Share: whether your email is added to contact timelines automatically.
  • Email Signature: press Edit Signature, or Import Gmail Signature, and choose whether it goes on replies too.
  • Email Labels: Add label with a name and a prompt describing which emails it is for; BMS AI applies it when it is confident the email matches.

Each of these saves on its own.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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