Edit profile

User profile {Login name} > Edit profile

An active User can edit personal information associated with their user record.

In addition, several Actions are available to log in as a 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 Profile image (at the top right) > Edit profile > Personal profile. The User page appears with the current settings for your personal information.
2. Update the desired settings.
3. Click [Save].

Personal profile

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	Choose a language from the drop-down list. (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.

Address and contact information

Provide your personal contact information in this section.

Phone

Mobile Phone

Fax

Street Address

City

State/Province

Postal/Zip Code

Country

Security

Change your Password here.
Select a standard security question or define one of your own, so your identity can be authenticated when you have forgotten your password.

Team Memberships

The Teams you belong to. Click Add team to join additional teams.

Preferences

Preferences

You can customize or edit your preferences to show one of the following record activities.

• All activities
• My activities
• Updates
• Messages & notes
• Files attached

Application tabs

You can customize your application tabs here, according to your requirements.

Manage Workspace for Application

Select the application for which you want to customize the tab preference.

Tab Preference

You can make select tabs appear on your application while hiding other tabs in the background.
You can use mat icons to move the tab names between Hidden and Visible blocks. The tabs names in the Hidden block are hidden while the ones in the Visible block appear in the left navigation pane of AgileApps' run-time user interface.

Landing Page Settings

You can configure the landing page of your applications as to which page must appear as soon as you log in. The landing page can be one of these pages: Dashboard, Reports, Overview, Object, or a Web tab.

Select the application name in the Application Name checkbox, and the page you want to see as soon as you log in to your application, in the Landing page dropdown. Click Save. With no selection, the tenant provides Dashboard as the landing page for all the applications.

Note: By default, when you create a tenant, it provides the landing page as Dashboard. When you create a tenant, you can perform the landing page configuration in the AgileApps' Configuration > Account Management > Tenant personalization page as well. For more information, see Tenant Personalization page. For any of the unconfigured applications, if you configure the landing page preference on the Tenant Personalization page, the same would get reflected in the Edit profile > Preferences > Landing page settings section as well. If you configure a particular object as a landing page for an application and you hide that object in the Application tabs page, the landing page for that application is set to the tenant-level landing page by default if you make any changes to it.

Delegation

Delegate your own profile or the profiles of your direct reports to somebody to who you want to delegate your role while you are away.

Recycle bin

All the deleted records of your platform are displayed here. You can view, recover, or permanently remove those deleted items in this page.