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CONVERGE User Guide

Managing your CONVERGE account

What you can personalize in CONVERGE

A quick tour of every setting that tailors CONVERGE to you — profile, notifications, dashboard layout, and more.

Updated 7/22/2026

What "personalization" means in CONVERGE

CONVERGE personalizes what you see, what you get emailed, and how each module looks. Everything lives in Profile & Settings (/profile) plus a Customize button on each module dashboard.

1. Notification preferences

Under Profile & Settings → Notifications you control what CONVERGE emails you and how often:

  • New match alerts — email me the moment a new opportunity is matched to me.
  • Weekly matches digest — one rollup email per week (choose the day/time) instead of per-match alerts.
  • Signaled Interest activity — for research development / leadership users, email copies of outbound outreach and new-signal alerts in your scope.
  • Master email switch — turn all CONVERGE email off (in-app notifications still work).

2. Dashboard layout

Every module dashboard (Fairway, Signal, Drive, Clubhouse) has a Customize button that lets you:

  • Show, hide, and reorder panels (recent matches, saved opportunities, upcoming deadlines, engagement charts, etc.).
  • Choose a compact or expanded layout on smaller screens.

Your layout is saved per user and per module.

3. Your profile & research areas

Under Profile & Settings → Account you can update:

  • Name, title, department, contact info — how you appear across CONVERGE and in outreach.
  • Research areas, publications, project titles, prior funding, ORCID — these directly shape which opportunities CONVERGE matches to you. Keeping this current is one of the highest-leverage forms of personalization.
  • CV upload — CONVERGE extracts expertise from uploaded CVs to enrich your profile.

4. Module access & password

  • Module Access shows which modules you have (Fairway, Signal, Drive, Clubhouse) — request access from your admin.
  • Change Password lets you rotate your password whenever you like.

5. Sharing, inbox, and privacy

Other tailored controls live in their own guide topics:

  • Inbox — messages and notifications from your team.
  • Sharing — how to share opportunities with colleagues.
  • Privacy — what your institution can and can't see.

Tip

If any of this feels hidden or unclear, tell us via the Tester Feedback pill or Contact Support — we use that feedback directly to improve labels and defaults.