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Managing your profile

This topic explains how to customize your profile and apply your personal settings according to your preferences. Your profile settings are different from your System > Settings. The changes that your make to your profile settings do not apply globally. If you change your profile settings and another user accesses the same system that you are using, your changed settings are not visible to the other user.

To set your profile settings

  1. Display your default profile settings by clicking Profile at the top right side of your screen.
  2. View the following settings and change them as you like:
    • First name: Represents the first name of the user with which you log on to the system
    • Last name: Represents the last name of the user with which you log on to the system
    • Email: Represents the email ID of the user.
    • Role: Represents the role with which you logon to the system. This is not editable.
    • Password: Represents the password that you use to logon to the system.
    • Confirm Password: Re-enter your password for confirmation.
    • Contact Number: Represents the contact number of the user.
    • Time Zone: Select from a list of various time zones.
    • Display First Day In Calendar: Represents your calendar settings throughout the system. Select from the list of days to mark that day as the first day in your calendar.
    • Dashboard/Request tab default view: Represents the default settings of your Dashboard page. If you select the Request tab option, and then opening the Dashboard page, My Requests tab is active. If you select the Calendar tab option, then on opening the Dashboard page, the Calendar tab is active. The same setting applies for the Requests tab.
    • Request list order: Represents the order of the requests in which they are created and displayed on the Requests tab. Select Ascending to display requests in the order in which they are created. Select Descending to display the requests in an order where the last request is displayed first at the top of the page.
    • API Key: Click the (show) link to display the API key used for accessing the product. The API key is visible only to users with administrator privileges.
  3. Click Update to save your changes.

To set your calendar preferences

  1. Click Profile at the top right side of your screen and then click the Calendar Preferences tab.
  2. You can select from a list of options to show on your calendar. This setting when saved applies to all your calendar settings throughout the system.
  3. Click Save to save your changes.

Notes

  • The Request ID and Name options are selected by default and are not editable.
  • These settings are different from that appearing under System > Settings. The changes you make to your calendar preferences appearing under System > Settings are changes that are applied globally while the one on your profile are personal settings.

To set your request list preferences

  1. Click Profile at the top right side of your screen and then click the Request List Preferences tab.
  2. On this page, you can do multiple customizations such as:
    1. Enable or disable the options appearing under the Name column, by clicking the check box appearing next to the option. If you select the check box next to an option appearing under the Name column, that option shows as one of the columns on the list appearing under the  Requests tab.
    2. You can change the order in which the columns appear in the list of requests on the Requests tab. You can do this by dragging the various options under the Name column upwards or downwards. The same order in which you see options shown under the Name column (top to bottom) is used for displaying in column titles on the Requests tab (left to right).
    3. To revert to your default settings, click Reset request list preferences link at the end of the list.

Note

The first three columns shown under the Requests tab is not available for customizations on the Request List Preferences tab.

To set your step list preferences

  1. Click Profile at the top right side of your screen and then click the Step List Preferences tab.
  2. On this page, you can do multiple customizations such as:
    1. Enable or disable the options appearing under the Name column, by clicking the check box appearing next to the option. If you select the check box next to an option appearing under the Name column, that option shows as one of the columns appearing on the list of steps under the Requests tab.
    2. You can change the order in which the columns appear in the list of steps on the Requests tab. You can do this by dragging the various options under the Name column upwards or downwards. The same order in which you see options shown under the Name column (top to bottom) is used for displaying in column titles for the list of steps on the Requests tab (left to right).
    3. To revert to your default settings, click Reset step list preferences link at the end of the list.

Note

The first three columns, Step, Status, Name and the last column, Actions shown in the list of steps under the Requests tab is not available for customizations on the Step List Preferences tab.

 

 

 

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