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User profile

Manage your profile details​

Your user profile represents you in CausewayOne Asset Management. It is subject to the permissions configured by your IT department, which determine the apps and classic features available to you. Your user profile can also be linked to one or more teams, so you can receive assigned tasks.

To configure your profile in CausewayOne, select your initials in the top-right corner.

Standalone access​

Alternatively, if you have standalone access, select your initials in the bottom-right corner to view your profile.

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Select More in the action bar to perform the following actions:

  • Access Advisor - only appears for admin users. See how permissions are currently configured for the profile.

  • Change password - change the password of your account.

  • Leave project - disconnect your account from the current customer project.

  • Switch project - if your account belongs to multiple customer projects, you can switch to another.

  • Logout - log out of CausewayOne Asset Management.

To change your displayed name, select Edit to edit your profile.