Histórico da Página
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Access the help center by clicking the icon |
Index
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Speaking of user preferences...
By editing the profile, the user can define your personal information, your picture and your preferences.
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In relationship clouds are presented the clouds in which he is inserted, when the cloud relationship feature is active. More information can be obtained in Relationship cloud.
Through the framework Substitutes you can define surrogates for the user, who will be responsible for performing the tasks during a given period of absence, for all processes or for specific processes.
It is also possible to edit the parameters of applications defined for it, if necessary, in the context parameters from the user.
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Edit basic profile information
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01. Click Settings.
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The location of the Settings menu depends on the Theme selected by the administrator. In the classic theme, the menu is located in the upper right corner of the page and identified by a gear-shaped icon |
02. Press Edit Profile.
03. On the tab General, trigger choose image to change the desired information related to the user's profile.
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05. Define the area of the picture that should be considered.
06. Press Save.
07. Change the desired information related to the user's profile.
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0408. Press Save.
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Change Additional Data
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01. In the edition of the profile, press the tab additional data.
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04. Choose the picture to be sent.
05. Press Save.
Define subject of interest
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01. In the additional data, on the subjects that I wish to be notified, select your subject of interest within Subjects available.
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Subjects defined as mandatory by the administrator cannot be moved. After defining the subjects I follow, the user will receive notifications about the updates of the documents related to the subject if both the subject and the documents are part of the notification parameters. For more information, go to Subjects. |
03. Press Save.
Add Substitute
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01. In the additional data, on the Substitute, press Add.
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This step is only necessary when you make the selection of cases to be considered in the substitution. |
06. Press Save.
Edit Substitute
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01. In the additional data, on the Substitute, mark the substitute user to be edited.
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You can change the dates comprising the period of substitution and the processes to be considered. You are not allowed to change the substitute user. If you need to perform this type of change, it is necessary to create a new user record replacement. |
04. Press Save.
Delete Substitute
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01. In the additional data, on the Substitute, mark the substitute user to be deleted.
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Access the help center by clicking the icon |
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This documentation is valid from update 1.6.0 on5 - Liquid on. If you use an earlier version, it may contain information different from what you see in your platform. |
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