When you log into Elements for the first time, we suggest that you take a look at your Personal Information to make sure your settings are correct. Some of the Personal Information updates include your email settings, your local time zone settings, and your account login access for support. Take a look at the video below, which will walk you through the steps to update your Personal Information.

Within Personal Information, you will see Details, Address, and My Work Information. This pulls your information into the CRM for your User. Why is this important? When your Administrator pulls a report with your information included, you will want to help them by making sure this data is up to date for them. This is also where you can update your email address so that your notifications are being sent to the right place.

Best Practice: Update your Time Zone immediately (Salesforce default is Pacific Standard Time). This is going to affect your alerts and task due dates/time.

To update your Time Zone you will go to Settings > My Personal Information > Language & Time Zone > Time Zone. Once you have chosen the correct time zone for your user, click Save.

Finally, under Personal Information, you can grant support access to your SS&C, Salesforce, and Conga service teams. This allows the support teams access to your user and permissions so they can help you with Elements. There is an Access Duration you control so that the support access time expires, and we will not access your user and data without your permission.