AgileApps Support Wiki Pre Release

Difference between revisions of "My Information"

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===Email Signature===
===Email Signature===
:;Signature: Use the HTML editor to create a personalized email signature that is automatically attached to each message you send.
:;Signature: Use the HTML editor to create a personalized email signature that is automatically attached to each message you send. You can also use this email signature as part of your Email template.


===Team Memberships===
===Team Memberships===

Latest revision as of 11:14, 11 April 2018

{Login Name} > My 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} > My 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

Notepad.png

Note:

  • Empty fields are not shown when viewing your settings. They appear only when editing.
  • For a user who is recognized via LDAP Configuration, only the Team membership, initial Application, and application Role can be changed. All other information comes from the LDAP directory, where it can be modified.

Basic Information

First Name Your first name as you would like it to appear in the platform
Last Name Your last name as you would like it to appear
Title Your professional title
Reports To Your manager or supervisor
Access Profile Your Access Profile. (Only appears if you have the privileges to change it.)
Accessibility Mode Enables Accessibility Mode for those whose vision or motor skills are impaired.
Employee Number Optional identification number for each employee

Locale Information

Time Zone Choose a time zone from the drop-down list.
Learn more: Time Zone Codes
Date Format Choose a Date Format from the drop-down list
Time Format Choose a Time Format from the drop-down list
Locale This setting determines the format used for numbers, decimal fields, and percentages.
Language Your language.
(Only shown if Multiple Languages are available.)

Login Information

Email Your email address, used for sending and receiving email through the platform
Username A unique name you use to log in. Typically an email address, but it can be any alphanumeric text string.
Active Selecting this option indicates that your account is active
Mobile Access Access the platform using a mobile device.

Email Signature

Signature
Use the HTML editor to create a personalized email signature that is automatically attached to each message you send. You can also use this email signature as part of your Email template.

Team Memberships

The Teams you belong to.
Click [Attach] to join additional teams.

Contact Information

Put your personal contact information in this section.
Phone
Mobile Phone
Fax
Street Address
City
State/Province
Postal/Zip Code
Country