In Baton, you can edit your user account information, email notifications, and view the users of your workspace.

This article contains the following sections:

To edit your personal settings, click on your picture or initials on the bottom right of the screen. In the pop up menu, click "Profile & account".

This will take you to your user information page. Here you can add/remove your picture or update your name, title, email, and password.

You can also adjust what email notifications you’re getting from this menu. Here, you can see all the emails you can get about projects you’re on and if they’re scheduled or instant. Simply toggle any of them off to stop receiving those communications. You can edit this at any time. Emails that send daily, can be customized to send some or all days of the week. Head over to the Preview Emails section or Notifications article to learn more about each notification.

If an email is set to be sent daily, you can customize the cadence and select which days of the week you wish to receive it. Your clients can do this, too.

Notification preferences for new team internal and client members invited to Baton can also be preconfigured by administrators within Workspace Management. Team members will still be able to adjust their own, personal notification preferences.

Clicking on "Manage" will bring you to your workspace information.

In this section, you will be able to:

Some reporting may be more high-level, so we also included the capability to export data for all projects at the Baton workspace level. From your Profile and account/Settings, the “Export Data” tab will allow you to capture data for every project you have in Baton, including drafts and completed projects. This will allow you to summarize implementation progress for companies in Baton with real-time data.

In addition to your personal information and notifications, you can also view, add new workspace members, edit information, and edit the account status of the users in your workspace. You can filter users or sort by name and organization. This includes users of your organization and your clients.

Clicking on 'Manage' will allow you to edit a user's account information, update their company and also delete.

In this section you can preview the emails your internal and client teams receive as your project progresses.

To exit any of these menus, click the X in the top left corner