View my profile
You can access your profile in the top right by clicking on the profile icon, then selecting My Profile. Your profile has three areas:
- Profile contains basic information, such as name, email, and profile photo.
- Preferences contains options for time zone, date format, and country.
- Security contains sign in activity and the option to reset your password.
Note: We recommend assigning a unique email address to each profile in Workiva. Chains access, in particular, relies on each profile having a separate email address -- meaning users who share an email address will not be able to access Chain Builder.
EDGAR Next User API tokens
You can also manage your EDGAR Next User API tokens by selecting the EDGAR Next User API Tokens tab in your profile. You can obtain these tokens from the SEC, and enter them here to be used in future filings.
Reminder: User API tokens expire every 30 days and must be regenerated through the EDGAR dashboard.
Upload a profile picture
From the profile tab, you can add a profile picture. Adding profile picture can help you collaborate with your team, such as using comments and tasks. It’s optional, and images are kept in the in the US or EU.
To add a profile picture:
- Click Upload Image under your initials.
- Select the image you want to upload from your computer. Click Open.
- Review your image and click Save.
Note: Based on your organization's settings, some profile details may be managed by your organization.
Manage your preferences
Time zone
You can select your time zone under the Preferences tab. To update your time zone, select the time zone from the dropdown options and click Save Changes. Refresh to see the updated time zone.
User interface language
You can also select the Workiva interface language under the Preferences tab. The locale is set to English (US) by default. To change the interface language, select your locale from the dropdown options, click Save Changes, and refresh.
Learn more about user interface internationalization in Workiva.
Reset password
Under the security tab, you can reset your password.
To reset your password:
- From My Profile, go to the Security tab.
- Under security, click on the Reset Password button.
- On the dialog, click Reset Password.
You'll then receive an email that allows you to create a new password. The reset link in the email expires after 24 hours.
If you can't sign in, you can still reset your password from the sign in page. Click Trouble signing in, then enter your username and click Send Email.