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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, enabling you to receive assigned tasks.

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

Standalone access​

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

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The General tab is shown by default.

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Profile actions​

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 company database.

  • Switch project - if your account is connected to multiple company databases, you can switch to another without having to log in again.

  • Logout - log out of CausewayOne Asset Management.

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