Usersettings

From Pro 9 Wiki
Jump to navigation Jump to search

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

  1. Click My account in the top right corner


How to - Change Password

  1. Enter your current password in the password field
  2. Enter the new password in the new password field
  3. Enter the new password again in the confirm new password field
  4. Click save


How to - Change Themes

  1. Select your choice of current theme in the dropdown list
  2. Click ok


Note: Contact Servicedesk to activate the theme panel.


How to - Change Settings

  1. 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
  2. Select start tab for reports & integrations
    • Determines if report, imports, or exports are shown when you click reports & integrations
  3. Check CIB notification to activate notifications from CIB
  4. 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
  5. Select language in the dropdown list
    • Determines the system language in Pro
    • Note: Select use browser language if you prefer the browser language setting
  6. Click save


How to - Delegate Permissions

  1. 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
  2. Enter the name or user ID for the person you want to delegate to, or enter % to show all users
  3. Click search Icon Search.png
    • The users that matched the entered text are presented in a drop-down menu
  4. Select the correct user in the menu
  5. 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

  1. 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
  2. Click delete Icon Delete.png for the user you want to remove the delegated permissions from
    • The delegated permissions are removed