Access Your Personal Settings

Your personal settings help you customise your Venturelytic experience. View or update your personal settings like your password and security question, email settings, and organise your tabs and pages. Your personal settings are located either in Personal Setup or My Settings.

1. At the top of any Venturelytic page, click on your profile image (1).

2. Click Settings (2).

3. On the left side of the page, click a menu item to display its submenu, then click the item you want.

Update Personal Information

You can update your name, phone number, email, address, and work information on the Personal Information page in My Settings.  

1. From your personal settings, select My Personal Information.

2. From the dropdown menu select what information you want to change. 

3. To make changes, click Edit

If you change your email address, a confirmation message is sent to the new address. Click the link in the message for the new email address to take effect. This process ensures system security.

4. Save your changes.

Email Settings 

You can change your outgoing email settings to specify the name that appears and add an optional signature. You can also specify a return address and opt to automatically send BCC emails to yourself at the return address.

1. From your personal settings, enter My Email Settings in the Quick Find box, then select My Email Settings.

2. Make your changes. 

Personalise Lightning Experience Display

Change the look of Venturelytic by selecting your preferred combination of field label alignment and the amount of space between page elements.

1. At the top of a Venturelytic page, click your image.

2. Select a display density setting.

Comfy is a spacious view with labels on the top of fields and more space between page elements. Compact is a denser view with labels to the left of fields and less space between page elements.