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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Manage Your Profile and User Account Settings

This section of Workbench allows you to manage aspects of your account.

To access your Profile, select the box in the upper right corner and select Manage account in the dropdown.

You can also access this page by going to Organization Settings > Your Profile.

Manage account button in Workbench Profile flyout.

See below to learn more about the various options in your Profile.

Areas of interest highlighted in Workbench UI.

A. Change password and Reset Multifactor Authenticator Use these links to reset your password or Multifactor Authenticator app.

B. Account Details This section provides information about you, including account status, activity, role, and more.

C. Edit User Select Edit User to change your email/username, first and last name, and other options depending on your user role.

D. Email Notifications This tab allows you to toggle email notifications on or off, and select the conditions under which you will receive notifications. You may also opt into an email digest that will send a daily or weekly summary of open actions assigned to your organization.

Set Up an Email Digest

About Email Digests

An email digest is a scheduled summary of open remediation and investigative actions assigned to your organization. The digests provide you an accessible way to reference actions and see what needs to be completed in Workbench.

When you receive the email, the subject line will read: Open actions assigned to your organization

Each section lists the total number of open actions and includes:

  • The name of the open action

  • A link to the investigation

  • A link to view open actions in Workbench

Configure an Email Digest

  1. Log in to Workbench.

  2. Select Organization Settings > My Profile.

  3. Select Email Notifications.

  4. In the Email Digest section, select Add Digest.

  5. Select the frequency to receive the digest.

    For example, Weekly on Monday at 13:00 UTC.

    Example shows email digest frequency set to Weekly on Monday at 13:00 UTC.

  6. Select Save.

You can edit or delete existing digests via the pencil or trash can icon on a particular digest.

Digest edit and delete options in Workbench.

E. Preferences This tab allows you to:

  • Choose from a list of Workbench dashboards or pages and set one as your homepage.

  • Toggle context highlighting on or off.

  • Apply filtering: Expel Managed Phishing subscribers can opt to filter data by phishing service, MDR service, or both.

  • Apply a color theme including light or dark modes, or default to your device's theme setting.

F. Support Easily access links to submit a support ticket or visit the documentation.

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