My Account

My Account stores personal details as determined by the HR File and allows the user to enter additional personal settings used throughout the site.

See Edit account to edit personal details.

Personal Settings Widgets

  • Profile Survey: View and edit your responses to your company's Profile Survey. The survey uses Custom Question Sets. This widget can be configured or turned off by your Customer Success Manager (CSM).

  • Causes: Personalize your experience by selecting your preferred causes. Your CSM can turn this widget off, or customize which of the causes below appear as options for your users.

    These include:

    • Arts, Culture & Humanities

    • Education

    • Environment & Animals

    • Health

    • Human Services

    • International & Foreign Affairs

    • Public & Societal Benefit

    • Religion

  • Skills: List your skills or any skills you'd like to develop by choosing from a variety of areas. Indicate your level of proficiency for each. The Volunteer feature uses skill settings. Your CSM can turn this widget off. To customize which skills appear as options for your employees, see Skills.

  • Board Memberships: Add or edit your Board Membership roles. This widget can be enabled or turned off by your CSM. For instructions on adding a board membership to your profile, see Manage Board Memberships.

  • Favorite Charities: View charities you've identified as favorites. This widget cannot be turned off.

  • Proxy: Assign a proxy to access your account. This feature can be configured or turned off from the CSRconnect Admin Portal. See Proxy for more information.

  • Vetting Requests: View the status of your vetting requests. This feature can be enabled or turned off by your CSM.

  • Communication Settings: Update your communication settings. You can configure Recommendations emails and Group Notification Settings. This widget cannot be turned off. For more information on group notifications, see Group member notifications and Group admin notifications.

  • Login History: View your 10 latest user logins, including the login date and the IP address used to access the account. Your current login will not be included in this list. The login page only shows sessions that have ended at the time of viewing. This widget cannot be turned off.

  • Cookie Settings: Manage your cookie settings.