User Settings

Activities Section

This section allows you to change your log-in password, edit your email signature when sending emails, clear your saved settings, edit your user account, and you can change the unit of the page you are logged on (if your organization has more than one unit).

To change User Password:

1.       Open the Settings menu.
2.       Click the Change Password link.
           The Change Password page displays…
3.       Type in the New Password box your new password
4.       Re-type your new password in the Confirm New Password box.
5.       Click the Save and Return  button on top of the page to save your new password and return to the Home Page.
          Or click the Cancel  button to cancel changing your password and return to the Home Page.

To edit E-mail Signature:

1.       Open the Settings menu.
2.       Click the Edit E-mail Signature link
           The Edit E-mail Signature page displays…
3.       Type in the body section your new e-mail signature.
           You can use the formatting toolbar to format your email signature. And you can select at the bottom of the page whether you want to edit it in design view or HTML view.
4.       Click the Save and Return   button on top of the page to save your new e-mail signature and return to the Home Page.
          Or click the Cancel  button to cancel editing your e-mail signature and return to the Home Page.

To Edit the My User Account:

This section allows you to edit your user account and/or if you are an administrator for your organization you can add you users to your unit.

1.       Open the Settings menu.
2.       Click the Edit My User Account link.
           The Edit User Account page displays…
3.       On the Personal Info section, input the following:

• First Name

• Last Name

• Username

• Phone (optional)

• E-mail

4.       Click the Save  button.

 

Preferences Section

This section allows you to customize what you can see on your pages.

a.       Select the Highlight Active Fields check box to enable the system to highlight the active field in any page or clear the check box to leave selected items as it is.
b.      Select the Show Breadcrumbs check box to display below the navigation bar, a clickable trail of pages you have visited in the application so that you can easily get back to one of them. This serves as a history of the pages you have visited in one transaction, or clear the check box to disable this function.
c.       Select the Show Tab Numbers check box to have a number appear on the tabs or clear the check box to remove the numbers on top of the tab names.
d.      The Show drop-down allows you to set the number of entries on grids that will appear per page.

After doing the changes, refresh the page so that your changes will appear.