AgileApps Support Wiki Pre Release

Difference between revisions of "My Information"

From AgileApps Support Wiki
imported>Aeric
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{{Note|Empty fields are only displayed when ''editing''.}}
{{Note|Empty fields are only displayed when ''editing''.}}
The following information is available for editing by the user:
:;Basic Information:First Name, Last Name, Company, Title, Time Zone, User License Type, Language (if Multiple Languages is configured in [[Company Information]], Reports To, Employee Number
:;Login Information:Email address, [[Username]], Active (status), and (if configured) the [[Single Sign on Settings]]
:;Address and Contact Information:Phone(s), Fax, Street Address, City, State, Postal/Zip Code, Country, Receive Newsletter, Send Welcome and Login Information by Email


To Edit Personal Information:
To Edit Personal Information:
#Click '''Settings > Personal Setup > My Information'''. The User page opens, showing the current settings for your personal information.
#Click '''Settings > Personal Setup > My Information'''. The User page opens, showing the current settings for your personal information.
#Click Edit. The Update User page opens. Make changes as desired.
#Click '''[Edit]'''.<br> The Update User page opens. Make changes as desired.
#Click Save to save your personal information settings
#Click '''[Save]'''


:;Basic Information:
==Personal Information==
:;First Name:User first name as you would like it to appear in the platform
 
===Basic Information===
:;Basic Information:First Name, Last Name, Company, Title, Time Zone, User License Type, Language (if Multiple Languages is configured in [[Company Information]], Reports To, Employee Number
 
::;First Name:User first name as you would like it to appear in the platform
:;Last Name:User last name as you would like it to appear
:;Last Name:User last name as you would like it to appear
:;Company:The name of the user's company
:;Company:The name of the user's company
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:;Select Default Language:{{:Select Default Language}}
:;Select Default Language:{{:Select Default Language}}


To Edit Login Information:
===Login Information===
:;Login Information:Email address, [[Username]], Active (status), and (if configured) the [[Single Sign on Settings]]
 
:;Email:The user's email address, used for sending and receiving email through the platform
:;Email:The user's email address, used for sending and receiving email through the platform
:;Username:{{:username}}
:;Username:{{:username}}
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:;Single Sign-On:Selecting this option enables [[Single Sign On]], a feature that allows users to login to an organization's secure network with a single [[username]] and password, which also authenticates the user into the platform
:;Single Sign-On:Selecting this option enables [[Single Sign On]], a feature that allows users to login to an organization's secure network with a single [[username]] and password, which also authenticates the user into the platform


To Edit Address and Contact Information:
===Address and Contact Information===
 
This information can be used to pre-fill data in an email template or in a print template using [[Template Variables]].
This information can be used to pre-fill data in an email template or as part of a print template using template variables.


:;Phone:User telephone number, including area code
:;Phone:User telephone number, including area code
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:;Postal/Zip Code:User postal or zip code
:;Postal/Zip Code:User postal or zip code
:;Country:User country
:;Country:User country
 
:;Receive Newsletter: Get newsletters the company sends by email.
==Actions==
:;Send Welcome and Login Information by Email: Receive login info by email.
In addition, the following actions are available to users with associated [[Administrative Permissions]]:
<noinclude>
:*[[#Proxy Login as this User|Proxy Login as this User]]
:*[[#Manage Proxy Login Permissions|Manage Proxy Login Permissions]]
 
===Proxy Login as this User===
{{:Proxy Login as this User}}
 
===Manage Proxy Login Permissions===
{{:Manage Proxy Login Permissions}}
 
 


[[Category:Personal Setup| 10-My Information]]
[[Category:Personal Setup| 10-My Information]]
[[Category:Glossary]]
[[Category:Glossary]]
</noinclude>

Revision as of 22:14, 2 August 2011

Settings > Personal Setup > My Information

An active User can Edit Personal Information associated with their user record.

In addition, several Actions are available to Login as Proxy for the user and manage Proxy Login Permissions.

Edit Personal Information

Notepad.png

Note: Empty fields are only displayed when editing.

To Edit Personal Information:

  1. Click Settings > Personal Setup > My Information. The User page opens, showing the current settings for your personal information.
  2. Click [Edit].
    The Update User page opens. Make changes as desired.
  3. Click [Save]

Personal Information

Basic Information

Basic Information
First Name, Last Name, Company, Title, Time Zone, User License Type, Language (if Multiple Languages is configured in Company Information, Reports To, Employee Number
First Name
User first name as you would like it to appear in the platform
Last Name
User last name as you would like it to appear
Company
The name of the user's company
Time Zone
Choose a time zone from the drop-down list
Title
User's professional title
Reports To
The person on your team to whom you report. Used in Workflows.
Employee Number
Optional identification number for each employee
Select Default Language
Users can select a default language as a preference from the list of available languages in My Information.
  • Individual Users can change the default language to any available language at any time
  • The default language is English
Learn more: Language Translation

Lock-tiny.gif

The ability to specify a language is enabled by default for all users in Default Roles 

Login Information

Login Information
Email address, Username, Active (status), and (if configured) the Single Sign on Settings
Email
The user's email address, used for sending and receiving email through the platform
Username
Username is a unique name associated with each User. Username is required to Login, can be an email address or an alphanumeric text string.
Active
Selecting this option indicates that the user account is active
Single Sign-On
Selecting this option enables Single Sign On, a feature that allows users to login to an organization's secure network with a single username and password, which also authenticates the user into the platform

Address and Contact Information

This information can be used to pre-fill data in an email template or in a print template using Template Variables.

Phone
User telephone number, including area code
Mobile Phone
User mobile phone number, including area code
Fax
User fax number, including area code
Street Address
User street address
City
User city
State/Province
User state or province
Postal/Zip Code
User postal or zip code
Country
User country
Receive Newsletter
Get newsletters the company sends by email.
Send Welcome and Login Information by Email
Receive login info by email.
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