1.5 - Personalize your Profile

Previous Section: 1.4 - How to login

You can easily manage your personal information, notification settings, and number localization from your profile.

Click on your profile picture or initials in the top right corner.
Select My Profile under the Settings section.

How to reset your password:

If you're having trouble logging into Cascade or forgot the password associated with your email, you can reset your password from the login page. Note that, this reset password will not be applicable to social login or login with SSO.

Enter your email address, and click Continue, then reset password.
In the Reset password modal, the email address that you entered will be auto-populated. Check if the email address is right or enter the email address that's associated with your account, and click Send reset link.
You'll now see a confirmation message that the email was sent with the password reset link. If you do not find the email from Cascade, then click Resend email here.
Click Reset your password in your mail and in the Reset Password modal, enter your new password (minimum 8 characters with a mix of alphanumeric and symbols like ".", "@", "$", etc. You'll see a success message on password reset and you can click Back to Cascade to take you to the login screen where you can enter your email address with the new password.

How to change your password:

From your profile picture/initials, click My Profile under Settings.
Click Change Password, and you'll receive a mail to reset your password. Click Reset Password, and complete the next steps. Your password will be changed successfully.

Mark your reports, plans and teams as "Favorite"

You can now make your reports, dashboards, plans and teams marked as "Favorite"

To mark an item as a favorite, click on the add button (located on the right hand side) and select the item you would like to add to your favorite list. The item that is marked as favorite will also be available for a user to view in their Home Page.
The feature works similarly to the pinning functionality.

Adjust Notification Types:

You can personalize how you need to be notified from the Notifications tab. You'll receive alerts or notifications both via Email and In-app.

Something is assigned to me: When you're made the owner or collaborator of an element (objective, project, action, measure)
Something I own/collaborate is updated: This will trigger notifications only when the goal you own or collaborate is deleted. You'll not be notified if there these changes to progress updates, dates, tracking, update or comment posts, weights, custom fields, relationships, and so on.
A report is shared with me
Someone mentions me: you're tagged in a comment or update post or mentioned using "@your name/mail address" anywhere within your workspace
A risk is assigned to me: when you're made the owner or collaborator on a risk
An endorsement is requested of me: you're assigned in an Endorsement required or Notification only custom fields for endorsing on an objective
You're due to make a progress update in an element that you own - this is when the reminder is set in that goal (See Set-up Reminders for Goal Updates)

If the In-app option is selected, you'll then see the notifications displayed when you click on the (bell icon) at the top-right corner of any of the pages, and in the Recent notifications section of your Home page.

If you wish to disable notifications at the workspace level when carrying out a bulk operation like assigning goals, you can reach out to us and we can disable it for you.

Set up Number Localization:

Cascade displays every number format within your workspaces in your local format as set by your browser language option by default. You can now set up numbers to be formatted and displayed in your locale.

From the Localization tab, choose the region from the Locale dropdown. You'll see a preview of how the number format would look like beside the Format. Click Save to reflect the changes. Click Reset to revert back.

This localization setting is done at an individual profile level and does not impact number formats across the workspace for other users
The number format that you chose will be reflected across the platform except in the graph visualizations.
This setting does not change the currency to the chosen locale (Euro, Pound, etc.,) as they're specified as "units" in Cascade.
The numbers are coming in from an external connection like spreadsheets, the numbers will be formatted and displayed in the locale format that you chose. For example, When Danish is set as Locale, the numbers displayed in the platform will look like this:

Next Section: 1.6 - My Profile: Uploading a Picture