AgileApps Support Wiki Pre Release

Difference between revisions of "My Information"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
m (Text replace - '> Account Management' to '> Personal Settings')
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'''{Login Name} > Account Management > My Information'''
'''{Login Name} > Personal Settings > My Information'''


An active [[User]] can [[#Edit Personal Information|Edit Personal Information]] associated with their user record.  
An active [[User]] can [[#Edit Personal Information|Edit Personal Information]] associated with their user record.  
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To Edit Personal Information:
To Edit Personal Information:
#Click '''[[File:GearIcon.png]] > {Login Name} > Account Management > My Information'''. The User page opens, showing the current settings for your personal information.
#Click '''[[File:GearIcon.png]] > {Login Name} > Personal Settings > My Information'''. The User page opens, showing the current settings for your personal information.
#Click '''[Edit]'''.<br> The Update User page opens. Make changes as desired.
#Click '''[Edit]'''.<br> The Update User page opens. Make changes as desired.
#Click '''[Save]'''
#Click '''[Save]'''

Revision as of 23:57, 23 August 2013

{Login Name} > Personal Settings > 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 GearIcon.png > {Login Name} > Personal Settings > 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

{Login Name} > My Settings

Use these options to set up and modify personal settings.

Lock-tiny.gif

  • Users with Manage Personal Setup permission can modify their personal user interface settings.
  • Users in Roles that have that permission disabled have limited access to customize their personal user interface. 

Options

My Information
Modify your name, location, email address, and phone numbers.
Password
Create a new password here.
Security Question
Select a standard security question or define one of your own, so your identity can be authenticated when you have forgotten your password.
Preferences
Customize the way you interact with applications.
Application Tabs
Select the tabs you want to appear, and the order in which they are displayed.
Delegations
Delegate your own profile or the profiles of your direct reports to somebody who you want to delegate your role to while you are away.
Recycle Bin
View, recover, or permanently remove deleted items.