Difference between revisions of "My Information"
From AgileApps Support Wiki
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imported>Aeric m (Text replace - 'Settings > ' to 'File:GearIcon.png > Setup > ') |
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''' | '''[[File:GearIcon.png]] > Setup > Personal Setup > My Information''' | ||
An active [[User]] can [[#Edit Personal Information|Edit Personal Information]] associated with their user record. | An active [[User]] can [[#Edit Personal Information|Edit Personal Information]] associated with their user record. | ||
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To Edit Personal Information: | To Edit Personal Information: | ||
#Click ''' | #Click '''[[File:GearIcon.png]] > Setup > Personal Setup > My Information'''. The User page opens, showing the current settings for your personal information. | ||
#Click '''[Edit]'''.<br> The Update User page opens. Make changes as desired. | #Click '''[Edit]'''.<br> The Update User page opens. Make changes as desired. | ||
#Click '''[Save]''' | #Click '''[Save]''' | ||
Revision as of 00:21, 30 January 2013
> Setup > 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
> Setup > 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
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.
- 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
- 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.