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(Created page with "<translate> == Account Settings == In the ''Account settings'' view you can: :* change your password (i.e. the password for the logged in user) :* change themes - administrate your application theme. :* settings - administrate your individual grid view page size :* settings - administrate your individual start tab for reports & integrations :* [[{{Link}}Delegate Permissions|delegate permissions]] :* change language preference The system language used in Pro 9 is con...") |
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== Account Settings == | == Account Settings == <!--T:1--> | ||
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In the ''Account settings'' view you can: | In the ''Account settings'' view you can: | ||
:* change your password (i.e. the password for the logged in user) | :* change your password (i.e. the password for the logged in user) | ||
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:* change language preference | :* change language preference | ||
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The system language used in Pro 9 is controlled by the language settings in your local browser the first time you login. You also have the possibility to change the language under user settings if you prefer another language in Pro then the browser settings. | The system language used in Pro 9 is controlled by the language settings in your local browser the first time you login. You also have the possibility to change the language under user settings if you prefer another language in Pro then the browser settings. | ||
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'''Note:''' There is a setting set by the system administrator allowing or not allowing you to delegate your permissions to other users. | '''Note:''' There is a setting set by the system administrator allowing or not allowing you to delegate your permissions to other users. | ||
=== How to - Show Account Settings === | === How to - Show Account Settings === <!--T:5--> | ||
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# Click '''My account''' in the top right corner | # Click '''My account''' in the top right corner | ||
=== How to - Change Password === | === How to - Change Password === <!--T:7--> | ||
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# Enter your current password in the '''password''' field | # Enter your current password in the '''password''' field | ||
# Enter the new password in the '''new password''' field | # Enter the new password in the '''new password''' field | ||
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=== How to - Change Themes === | === How to - Change Themes === <!--T:9--> | ||
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# Select your choice of '''current theme''' in the dropdown list | # Select your choice of '''current theme''' in the dropdown list | ||
# Click '''ok''' | # Click '''ok''' | ||
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'''Note:''' Contact [mailto:supportNE@enghouse.com Servicedesk] to activate the theme panel. | '''Note:''' Contact [mailto:supportNE@enghouse.com Servicedesk] to activate the theme panel. | ||
=== How to - Change Settings === | === How to - Change Settings === <!--T:12--> | ||
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# Select your choice of '''grid view page size''' in the dropdown list | # Select your choice of '''grid view page size''' in the dropdown list | ||
#* Determines how many hits are displayed on your hit lists e.g. search | #* Determines how many hits are displayed on your hit lists e.g. search | ||
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=== How to - Delegate Permissions === | === How to - Delegate Permissions === <!--T:14--> | ||
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# Click to expand the '''delegate permissions''' bar at the bottom of the page | # Click to expand the '''delegate permissions''' bar at the bottom of the page | ||
#:* A list of persons that you have currently delegated your permissions to is shown | #:* A list of persons that you have currently delegated your permissions to is shown | ||
| Line 66: | Line 75: | ||
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'''Note:''' You always delegate all your permissions, it's not possible to choose to only delegate some of them. | '''Note:''' You always delegate all your permissions, it's not possible to choose to only delegate some of them. | ||
=== How to - Remove a Delegation of Permissions === | === How to - Remove a Delegation of Permissions === <!--T:17--> | ||
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# Click the '''delegate permissions''' bar at the bottom of the page | # Click the '''delegate permissions''' bar at the bottom of the page | ||
#:* A list of persons that you have currently delegated your permissions to is shown | #:* A list of persons that you have currently delegated your permissions to is shown | ||
Revision as of 08:50, 2 March 2023
Account Settings
In the Account settings view you can:
- change your password (i.e. the password for the logged in user)
- change themes - administrate your application theme.
- settings - administrate your individual grid view page size
- settings - administrate your individual start tab for reports & integrations
- delegate permissions
- change language preference
The system language used in Pro 9 is controlled by the language settings in your local browser the first time you login. You also have the possibility to change the language under user settings if you prefer another language in Pro then the browser settings.
Note: There is a setting set by the system administrator allowing or not allowing you to delegate your permissions to other users.
How to - Show Account Settings
- Click My account in the top right corner
How to - Change Password
- Enter your current password in the password field
- Enter the new password in the new password field
- Enter the new password again in the confirm new password field
- Click save
How to - Change Themes
- Select your choice of current theme in the dropdown list
- Click ok
Note: Contact Servicedesk to activate the theme panel.
How to - Change Settings
- Select your choice of grid view page size in the dropdown list
- Determines how many hits are displayed on your hit lists e.g. search
- Note: The settings apply to all grid views
- Select start tab for reports & integrations
- Determines if report, imports, or exports are shown when you click reports & integrations
- Check CIB notification to activate notifications from CIB
- Select how you like to remove reports from activity panel in the dropdown list; never, every day, every 7 days, every 30 days, or every 45 days
- Select language in the dropdown list
- Determines the system language in Pro
- Note: Select use browser language if you prefer the browser language setting
- Click save
How to - Delegate Permissions
- Click to expand the delegate permissions bar at the bottom of the page
- A list of persons that you have currently delegated your permissions to is shown
- Enter the name or user ID for the person you want to delegate to, or enter % to show all users
- Click search
- The users that matched the entered text are presented in a drop-down menu
- Select the correct user in the menu
- Click delegate
- The user is added to the list my current delegations
- The number of new permissions for that user is shown in the table
Note: You always delegate all your permissions, it's not possible to choose to only delegate some of them.
How to - Remove a Delegation of Permissions
- Click the delegate permissions bar at the bottom of the page
- A list of persons that you have currently delegated your permissions to is shown
- Click delete
for the user you want to remove the delegated permissions from
- The delegated permissions are removed
