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.

Basic Path

01. Click Settings.

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. In the liquid theme, it is in the upper left corner and is accessed through the user profile photo.

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.

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

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.

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

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 Substitute

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 Substitute

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

02. Press Remove.

03. Press Confirm.

Need help?

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

Attention!

This documentation is valid from update 1.6.0 on. If you use an earlier version, it may contain information different from what you see in your platform.

Árvore de páginas

Edit profile