---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Access your profile

# Access your profile from CSM Agent Workspace {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Track and monitor the real-time status of your work by accessing your profile in CSM Agent Workspace. You can track information such as how many cases and
interactions you have closed and how many you are actively working on. You can also view the
roles and groups to which you belong and see information about your manager and
teammates.

## Antes de Iniciar

Importante:  
To access the next generation of the Workforce Optimization for Customer Service application, transition to the Workforce Optimization for Customer Service application that is available from the ServiceNow Store. You can now configure Workforce Optimization for Customer Service using the [UI Builder](https://www.servicenow.com/docs/access?context=ui-builder-overview&version=australia&pubname=australia-application-development&ft:locale=en-US). For more information see, [Workforce Optimization for
Customer Service](https://servicenow-prod.fluidtopics.net/wxU25WP4mUC24bg9_4j1Jw "Manage and maintain the productivity of your workforce from a single application using Workforce Optimization for Customer Service. With this application, you can efficiently route work to your team, manage your team's skills and schedules, and monitor their performance.").

Role required: sn_wfo_csm.employee

## Por Que e Quando Desempenhar Esta Tarefa

Access your profile to analyze information such as:

* Key performance indicators that matter most to you.
* Pending training that has been assigned to you and when they're due.
* The service channels you are assigned to and their current utilization.
* Skills and skill levels that you currently use and skill gaps that you may want to address.
* Upcoming PTO.
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## Procedimento

1. Navigate to AllWorkspace ExperienceWorkspacesAgent Workspace Home.
2. Click the Lists icon.

   | To | Do this |
   | Access your profile from a case record | 1. Click Cases and select Assigned to me. 2. In the Assigned column, select your name. {#access-agent-profile-wfo-csm__ol_kjf_wzm_vnb}The profile page appears. In that page, you can access all the information related to your profile. |
   | Create your profile for centralized access | 1. Select the My Lists tab. 2. Click New List. 3. In the New List screen, click Create your own. 4. In the List Name field, enter a name for the list; for example, My Profile. 5. In the Select Source field, select User (sys_user). 6. In the Add Filters condition builder, select \[Name\] \[is\] \[\<your name\>\]. 7. Click Create. {#access-agent-profile-wfo-csm__ol_z3s_j1n_vnb} The workspace adds your profile to the My Lists tab. For information on creating a list, see [Administering lists for Configurable Workspace](https://www.servicenow.com/docs/access?context=administer-lists-configurable-workspace&version=australia&pubname=australia-platform-user-interface&ft:locale=en-US) |
   |-|-|

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