AgileApps Support Wiki

Difference between revisions of "My Information"

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[[File:user.gif|right|upright|thumb|User Information]]Each active [[User]] can [[#Edit Personal Information|Edit Personal Information]] associated with the user record.  
'''{Login Name} > My Settings > My Information'''
 
An active [[User]] can [[#Edit Personal Information|Edit Personal Information]] associated with their user record.  


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


==Edit Personal Information==
==Edit Personal Information==
The following information is available for editing by the user:
 
:;Basic Information:First Name, Last Name, Company Name, Time Zone
{{Note|Empty fields are only displayed when ''editing''.}}
:;Login Information:Email address, [[Username]], Status, [[Single Sign On|Single Sign On (SSO) setting]]
:;Address and Contact Information:Phone(s)/Fax, Street Address, City, State, Country


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 '''[[File:GearIcon.png]] > {Login Name} > My Settings > 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:
:;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
{{ #ifeq: {{SITENAME}}
|ISV Support Wiki
|
:;User License Type:User's license type.
}}
:;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:{{:Select Default Language}}
 
To Edit Login Information:
:;Email:The user's email address, used for sending and receiving email through the platform
:;Username:{{:username}}
:;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.
==Personal Information==


:;Phone:User telephone number, including area code
{{Note|<br>
:;Mobile Phone:User mobile phone number, including area code
:* Empty fields are not shown when viewing your settings. They appear only when editing.
:;Fax:User fax number, including area code
:* 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.}}
:;Street Address:User street address
===Basic Information===
:;City:User city
:{| class="tight-rows"
:;State/Province:User state or province
|-
:;Postal/Zip Code:User postal or zip code
|align="right" width="120em"| '''First Name'''
:;Country:User country
| Your first name as you would like it to appear in the platform
|-
|align="right"| '''Last Name'''
| Your last name as you would like it to appear
|-
|align="right"| '''Title'''
| Your professional title
|-
|align="right"| '''Reports To'''
| Your manager or supervisor
|-
|align="right"| '''Access Profile'''
| Your [[Access Profile]]. (Only appears if you have the privileges to change it.)
|-
|align="right"| '''Accessibility&nbsp;Mode'''
| Enables [[Accessibility Mode]] for those whose vision or motor skills are impaired.
|-
|align="right"| '''Employee Number'''
| Optional identification number for each employee
|}


==Actions==
===Locale Information===
In addition, the following actions are available to users with associated [[Administrative Permissions]]:
:{| class="tight-rows"
:*[[#Proxy Login as this User|Proxy Login as this User]]
|-
:*[[#Manage Proxy Login Permissions|Manage Proxy Login Permissions]]
|align="right" width="120em"| '''Time Zone'''
| Choose a time zone from the drop-down list.<br>''Learn more:'' [[Time Zone Codes]]
|-
|align="right"| '''Date Format'''
| Choose a [[Date Format]] from the drop-down list
|-
|align="right"| '''Time Format'''
| Choose a [[Time Format]] from the drop-down list


===Proxy Login as this User===
|-
{{:Proxy Login as this User}}
|align="right"| '''Locale'''
| This setting determines the format used for numbers, decimal fields, and percentages.
|-
|align="right"| '''Language'''
|  Your language.<br>(Only shown if Multiple Languages are available.)
|}


===Manage Proxy Login Permissions===
===Login Information===
{{:Manage Proxy Login Permissions}}
:{| class="tight-rows"
|-
|align="right" width="120em"| '''Email'''
| Your email address, used for sending and receiving email through the platform
|-
|align="right"| '''Username'''
| A unique name you use to log in. Typically an email address, but it can be any alphanumeric text string.
|-
|align="right"| '''Active'''
| Selecting this option indicates that your account is active
|-
|align="right"| '''Mobile&nbsp;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 [[Team]]s you belong to.
:Click '''[Attach]''' to join additional teams.


[[Category:Personal Setup| 10-My Information]]
===Contact Information===
[[Category:Glossary]]
:Put your personal contact information in this section.
:{| class="tight-rows"
|-
|align="right" width="120em"| '''Phone'''
|-
|align="right"| '''Mobile Phone'''
<!--
|-
|align="right"| '''Forwarding Phone Number'''<br>Used when the system forwards an incoming message to the user's phone.
-->
|-
|align="right"| '''Fax'''
|-
|align="right"| '''Street Address'''
|-
|align="right"| '''City'''
|-
|align="right"| '''State/Province'''
|-
|align="right"| '''Postal/Zip Code'''
|-
|align="right"| '''Country'''
|}

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
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