Difference between revisions of "My Information"
From AgileApps Support Wiki
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===Basic Information=== | ===Basic Information=== | ||
Language (if Multiple Languages is configured in [[Company Information]], Reports To, Employee Number | |||
::;First Name:User first name as you would like it to appear in the platform | ::;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 | :;Last Name:User last name as you would like it to appear | ||
:;Company:The name of the user's company | :;Company:The name of the user's company | ||
:;Title:User's professional title | |||
:;Time Zone:Choose a time zone from the drop-down list | :;Time Zone:Choose a time zone from the drop-down list | ||
{{ #ifeq: {{SITENAME}} | {{ #ifeq: {{SITENAME}} | ||
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:;User License Type:User's license type. | :;User License Type:User's license type. | ||
}} | }} | ||
:; | :;Select Default Language:{{:Select Default Language}} | ||
:;Reports To:The person on your team to whom you report. Used in [[Workflows]]. | :;Reports To:The person on your team to whom you report. Used in [[Workflows]]. | ||
:;Employee Number:Optional identification number for each employee | :;Employee Number:Optional identification number for each employee | ||
===Login Information=== | ===Login Information=== | ||
Revision as of 22:17, 2 August 2011
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
Basic Information
Language (if Multiple Languages is configured in Company Information, Reports To, Employee Number
- 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
- Users can select a default language as a preference from the list of available languages in My Information.
- Individual Users can change the default language to any available language at any time
- The default language is English
- Learn more: Language Translation
The ability to specify a language is enabled by default for all users in Default Roles
- 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
- 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
- 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
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.