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Personal Profile Options

This article explore personal profile options such as resetting your password, temporarily delegating your rights to someone else, seeing and deleting your custom views, and more.


Users have various functions they can perform by clicking on their user profile in the upper right of any ResourceFirst page. As depicted in the image below, this includes:

  • Uploading your profile image
  • Resetting your password
  • Seeing or deleting your Personal View (i.e., views that you’ve created)
  • Seeing or deleting your Partition Views (i.e., views that you’ve shared with others in your partition)
  • Delegating your rights (the ability to temporarily delegate your rights to someone else during a defined period of time). See the dialog box in the image below, which pops up if you click the + sign under Delegates. Delegating rights automatically gives the designated person your rights for period of time stated (in addition to their current rights), and then the person’s rights automatically revert back to their normal rights. Note that no notifications are sent to the delegate upon delegation or upon the end of the time period.


How To

Reset Your Password

To reset your password, click the Reset Password button next to your profile image.

Update Your Profile Image

To update your profile image, click Upload Image.

Delete a Personal View

To delete a Personal View, click the check box next to the appropriate view and click the Delete (trash can) icon.

Delete a Partition View

To delete a Partition View that you’ve shared with others in your partition, click the check box next to the appropriate view and click the Delete (trash can) icon.

Add or Delete a Delegate

To add a Delegate (e.g., if you are going to be away temporarily and wish to assign someone else the same rights you have), click the Add (+ sign) icon under “Delegates.” You will be prompted to enter the user name and expiration date. Then click the Add button to add the delegation.

To delete a Delegate, click the check box next to the appropriate delegation and click the Delete (trash can) icon.

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