AgileApps Support Wiki

Difference between revisions of "Personal Settings"

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m (Text replace - 'Users in Roles' to 'Users')
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'''Settings > Personal Setup'''
'''{Login Name} > My Settings'''


Use these options to set up and modify personal settings.
Use these options to set up and modify personal settings.


{{permission|
{{permission|
*Users with ''[[Manage Personal Setup]]'' permission enabled can modify all personal user interface settings.
*Users with ''[[Manage Personal Setup permission]]'' can modify their personal user interface settings.
*Users  in [[Roles]] with ''[[Manage Personal Setup]]'' permission ''disabled'' have limited access to customize the personal user interface.}}
*Users  in [[Roles]] that have that permission disabled have limited access to customize their personal user interface.}}


==Personal Setup Options==
==Options==
;[[My Information]]: Edit personal information, such as name, title, username, time zone and contact information
<blockquote>
;[[My Email-to-|My Email-to-{domain}]]: This option appears if email handling has been enabled. Retrieve and enable the personal address you will use to send messages to.  
;[[My Information]]: Modify your name, location, email address, and phone numbers.
;[[Password|Password Information]]:Change account password
;[[Password]]:Create a new password here.
;[[Security Question]]: Change the Security Question associated with account login/password  
;[[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.
;[[Personalize]]: Change personal information, such as email signatures, reminder and search settings
;[[Preferences]]: Customize the way you interact with applications.
;[[Workspace Preference]]: Select the visible/hidden tabs for each application 
;[[Application Tabs]]: Select the tabs you want to appear, and the order in which they are displayed.
;[[Manage Theme]]:Select the preferred color scheme
;[[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.
;[[Request Update Settings]]:Request updated information from Contacts
</blockquote>
-->
{{ #if: {{ShowOutlookSync}} |
;[[Outlook Sync]]: One-time installation of Outlook Sync provides the ability to synchronize Microsoft Outlook contacts, calendar, and tasks with the platform
;[[Outlook Email Edition]]: Provides the ability to add sent/received Outlook email messages to the Activity History of any object}}

Latest revision as of 07:06, 26 October 2016

{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.
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