My 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

Note: Empty fields are only displayed when editing.

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]

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

Time Zone

Choose a time zone from the drop-down list

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

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.