Difference between revisions of "My Information"

Latest revision as of 22:27, 15 April 2014

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

Note: Empty fields are only displayed when editing.

To Edit Personal Information:

Click Settings > Personal Setup > 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 [Save]

Personal Information

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: 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
Title: User's professional title

Select Default Language: If Multiple Languages is configured in Company Information, select your default language here.
Reports To: The person on your team to whom you report. Used in Workflows.
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

Login Information

Login Information: Email address, Username, Active (status), and (if configured) the Single Sign on Settings

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: If Single Sign-On is enabled, this option allows a user to login to an organization's secure network with a single username and password, and then access the platform without having to login again.

Address and Contact Information

This information can be used to pre-fill data in an email template or in 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
Receive Newsletter: Get newsletters the company sends by email.
Send Welcome and Login Information by Email: Receive login info by email.

@@ Line 8: / Line 8: @@
 {{Note|Empty fields are only displayed when ''editing''.}}
-The following information is available for editing by the user:
-:;Basic Information:First Name, Last Name, Company, Title, Time Zone, User License Type, Language (if Multiple Languages is configured in [[Company Information]], Reports To, Employee Number
-:;Login Information:Email address, [[Username]], Active (status), and (if configured) the [[Single Sign on Settings]]
-:;Address and Contact Information:Phone(s), Fax, Street Address, City, State, Postal/Zip Code, Country, Receive Newsletter, Send Welcome and Login Information by Email
 To Edit Personal Information:
 #Click '''Settings > Personal Setup > 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]'''
+==Personal Information==
+{{Note|<br>
+:* 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:
+===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
 {{ #ifeq: {{SITENAME}}
 |ISV Support Wiki
@@ Line 29: / Line 29: @@
 :;User License Type:User's license type.
 }}
-:;Title:User's professional title
+:;Select Default Language:If Multiple Languages is configured in [[Company Information]], select your default language here.
 :;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:
+===Locale Information===
+:;Time Zone:Choose a time zone from the drop-down list.<br>''Learn more:'' [[Time Zone Codes]]
+:;Date Format: Choose a [[Date Format]] from the drop-down list
+===Login Information===
+:;Login Information:Email address, [[Username]], Active (status), and (if configured) the [[Single Sign on Settings]]
 :;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
+:;Single Sign-On:If [[Single Sign-On]] is enabled, this option allows a user to login to an organization's secure network with a single [[username]] and password, and then access the platform without having to login again.
-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.
+===Address and Contact Information===
+This information can be used to pre-fill data in an email template or in a print template using [[Template Variables]].
 :;Phone:User telephone number, including area code
@@ Line 52: / Line 56: @@
 :;Postal/Zip Code:User postal or zip code
 :;Country:User country
+:;Receive Newsletter: Get newsletters the company sends by email.
-==Actions==
+:;Send Welcome and Login Information by Email: Receive login info by email.
-In addition, the following actions are available to users with associated [[Administrative Permissions]]:
+<noinclude>
-:*[[#Proxy Login as this User|Proxy Login as this User]]
-:*[[#Manage Proxy Login Permissions|Manage Proxy Login Permissions]]
-===Proxy Login as this User===
-{{:Proxy Login as this User}}
-===Manage Proxy Login Permissions===
-{{:Manage Proxy Login Permissions}}
 [[Category:Personal Setup| 10-My Information]]
 [[Category:Glossary]]
+</noinclude>

Search

where to start

learn more

Tools

Personal tools