Index

Speaking of user preferences...

By editing the profile, the user can define your personal information, your picture and your preferences.

In subjects that I wish to be notified, he can define the issues that are of interest to you, to receive a notification whenever publications related to these matters.

In table groups are listed the user groups to which he belongs.

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.

Image Added

Edit basic profile information

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01. Click Settings.

Basic Path

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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.

08. Press Save.

Alternative Paths

04. Press Save. 

Change Additional Data

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01. In the edition of the profile, press the tab additional data.

02. Change the desired information in the General information. 

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Telephone Contact phone of the user. Function Function that the user carries on the business to which it relates. Area Area in which the user exerts its function in the enterprise to which it is related. . Document default language Language to be proposed by default when the user posts a document in document browsing.

03. Press choose image to change the profile picture, if desired.

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.

02. Press the right arrow to send it to the Selected Issues. 

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Subjects defined as mandatory by the administrator cannot be moved. After defining the subjects I follow
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title Learn More
When defining issues of interest, the user shall will receive notifications regarding about the updating updates of the documents related to the subject when if both the subject and the document are parameterized to send notification. 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.

02. Enter the requested information; 

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User who will replace User who will be responsible for the tasks of the replaced during a defined period. Initial Date Start date of the period during which the replacement occurs. End Date The date that determines the end of the period during which the replacement occurs. Replace the user in Processes for which the substitution is valid. The available options are:• All All processes: When selected, determines that replacement will be valid for all processes and documents. • Selected Selected processes: When selected, determines that replacement will be valid only for specific processes. The definition of the processes that the susbtituto will assume is made through the "configure" button, located next to the field.

03. Press Configure.

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This button is only enabled when the selected option in the field "replace the user in" for "selected processes".

04. Under available processes , select processes that must be considered in the replacement and trigger the right button to send them to the selected processes. 

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Painel
To remove a process from the selected processes framework ", just select it and press the left arrow key to return it to the table" available processes "and not consider it in the replacement.

05. Press Confirm. 

Painel
Expandir
title Learn More
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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03. Change the chosen information. 

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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.

02. Press Remove.

03. Press Confirm. 

Dica

 

Speaking of user preferences...

By editing the profile, the user can define your personal information, your picture and your preferences.

In subjects that I wish to be notified, he can define the issues that are of interest to you, to receive a notification whenever publications related to these matters.

In table groups are listed the user groups to which he belongs.

In cloud of relationship are presented the clouds of relationship in which he is inserted, when the cloud relationship feature is active. More information can be obtained in Cloud Networking.

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.

title Need help?

Access the help center by clicking the icon Image Added, located in the upper right corner of the Edit profile pages, for specific information on this feature and links to related documentation. Learn more.

Informações
title Attention!
This documentation is valid from update 1.6.5 - Liquid on. If you use an earlier version, it may contain information different from what you see in your platform.

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