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Basic Path

 

01. Trigger Settings, located next to the user name and represented by a gear.

02. Press Edit Profile.

03. On the tab General, trigger choose image to change the profile picture.

04. Drag and drop (drag and drop) the desired photo to the clipping area of the image or trigger Change image to select a picture from your workstation.

The accepted image formats are JPG, JPEG and PNG.

The maximum allowable size for the picture is 10 MB.

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

 

Change Additional Data

 

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

02. Change the desired information in the General information. 

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. 

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

 

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. 

When defining issues of interest, the user shall receive notifications regarding the updating of documents related to the subject when the subject and the document are parameterized to send notification. 

03. Press Save.

 

Add Substitute

 

01. In the additional data, on the Substitute, press Add.

02. Enter the requested information; 

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 processes: When selected, determines that replacement will be valid for all processes and documents.
• 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.

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. 

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. 

This step is only necessary when you make the selection of cases to be considered in the substitution. 

06. Press Save.

 

Edit Surrogate

 

01. In the additional data, on the Substitute, mark the substitute user to be edited.

02. Press Edit.

03. Change the chosen information. 

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 Replacement

 

01. In the additional data, on the Substitute, mark the substitute user to be deleted.

02. Press Remove.

03. Press Confirm.

 

 

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.

 

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