AgileApps Support Wiki Pre Release

My Information

From AgileApps Support Wiki
Revision as of 21:52, 2 August 2011 by imported>Aeric (→‎Edit Personal Information)

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

The following information is available for editing by the user:

Basic Information
First Name, Last Name, Company Name, Time Zone
Login Information
Email address, Username, Status, and (if configured) the Single Sign on Setting
Address and Contact Information
Phone(s)/Fax, Street Address, City, State, Country

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 to save your personal information settings
Basic Information
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

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

To Edit Login Information:

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

To Edit Address and Contact Information:

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
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

Actions

In addition, the following actions are available to users with associated Administrative Permissions:

Proxy Login as this User

As an administrator responsible for a number of Users, it is often convenient to diagnose user issues by logging in via proxy. With this login, you gain full access to all actions available to the user. (Each action performed during a Proxy Login is audited and logged.)

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Users that have the Proxy Login Access permission can Login as another user to troubleshoot problems that may arise in a user's account 

When a Proxy Login is initiated, a dialog box opens to remind the user that a record of these actions will be created. The user can opt to continue or cancel the action.

To execute a proxy login
  1. Click GearIcon.png > Administration > Access Management > Users
  2. Select a user
    If your role has the capability to do a proxy login, the [Proxy Login] button is visible.
  3. Click the [Proxy Login] button.
    A confirmation dialog appears.
  4. Click [OK]
  5. If this is a first-time login, you may need to answer a Security Question
    • The name of the user will appear on the screen, in place of your username
  6. Perform any necessary troubleshooting activities

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Note: You can only login-by-proxy as a member of your team or one of its subteams, as specified by the Permissions Hierarchy restrictions.

To close a proxy login session
  1. Click the down arrow next to your name at the top of the window.
    A drop down appears with additional options.
    Learn more: Using the Agent Portal#User Options
  2. Click the Switch Back link that appears above the Logout option.
  3. Confirm that your login name appears on the screen, which indicates that you have successfully closed the Proxy Login session.

Manage Proxy Login Permissions

Grant Users the ability to Login as selected Users or a group of users in a Team.

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Users that have the Proxy Login Configuration permission can enable Proxy Login for users 

To enable the Proxy Login rights:

  1. Click GearIcon.png > Administration > Access Management > Users
  2. Select the user of interest
  3. Click the [Proxy Login Permissions] button
    • By default, no Users or Teams are displayed
    • The Default Proxy Login settings grant this user Proxy Login rights to All Users and Teams
    • If Users or Teams are selected, then this user has Proxy Login rights to the selected Users/Teams, only
  4. Click the [Edit] button to modify the Default Proxy Login settings
  5. Choose the desired Users or Teams
  6. Click [Save]
Considerations
  • The User/Team relationship is additive, meaning that:
  • If a Team is selected, all Users on that team are available for Proxy Login by the selected user
  • If individual Users are selected, only those individual Users are available for Proxy Login by the selected user
  • If a Team is selected, and individual Users in that team are also selected, then the addition of those users makes no difference (because the Users are already members of the selected Team)
  • However, if those Users move to a new Team in the future, then this permission will apply to those Users in their new Team