Setting up end-user preferences

As an end user, you can set up your profile and other preferences in the product. These preferences help you use the product as per your convenience and get the latest details about your service requests. Additionally, you can socialize with other users or groups on various topics from within the product and work with other users or teams on service requests.

To set up a preference

Log in to BMC Helix Digital Workplace.
On the navigation bar, select the user icon and then click Preferences.
To add your profile picture, click Edit Photo as shown in the following image and upload the picture:

Specify the details for the following preferences:

Preference	Action
Profile information	Add your basic details.
Posts	Connect with your colleagues by performing the following steps: Click New post. In the text box displayed, enter the content and click Add post. (Optional) In your content, you can add attachments, people, group, resources, and hashtags.
Social	Find and follow people Important: Updates from the people you follow are displayed in the Posts timeline. Create groups and add people to groups Find existing groups and follow them Find and follow locations Find and follow assets Important: You can specify locations and assets only if you are using BMC Helix Digital Workplace Advanced.
Approval settings	Add alternate approvers who can take actions on approval requests assigned to you. Perform the following steps: Click Manage approvers. In the Manage alternate approvers dialog box, click Add approver. In the Add approver dialog box, search for the required user and then select them. The selected user is added as an approver in the Manage alternate approvers dialog box. In the Starts and Ends fields, specify the duration for which the selected user can manage your approval requests. Click Save. After you have added all the alternate approvers, click Close.
Notification settings	Use the following available options to enable notifications for different events: In-app notifications—Select the toggle key to receive notifications. Approvals—Select the Email or Push toggle key to receive notifications about any open approval request. Requests—Select the Email or Push toggle key to receive notifications about the status of your approval requests and related messages. Social Activity—Select the Email or Push toggle key to receive notifications from the people you follow. Feedback—Select the Email or Push toggle key to get notified about requests that are completed recently. Update—Select the Email or Push toggle key to get notified about the service health items. Important: The Update notification is available only with BMC Helix Digital Workplace Advanced.
Language	Select the language that you prefer.
Location	Set up your home location. Important: This functionality is available only with BMC Helix Digital Workplace Advanced.
Collaborator	Create a default collaborator group by adding people to the group, and share service requests with the group automatically or manually. Important: This functionality is available only with BMC Helix Digital Workplace Advanced.

If you have the rights to take actions on an approval request, you receive the following notifications depending on the notification type you select:

Status notification type	Notifications for end users
Waiting for your approval	You receive a notification that they need to approve a service request submitted by another end user.
Alternate approver	If you have the alternate approver rights, you receive the following notifications: The original approver creates a new delegation rule and delegates the potential requests to an alternate approver. The original approver modifies the date or the time period of an active delegation rule. The original approver cancels an active delegation rule. The original approver changes the alternate approver in an active delegation rule. In this case, both alternate approvers (the initial one and the new one) receive notifications.
Messages on requests	The approver of service A receives a notification if the requester, alternate user, IT agent, or collaborator () comments on service A.
Messages on requests after an approve/reject action	If the approver disables this feature and approves or rejects a service request, further notifications related to commenting on this request are not sent.

Important

In-app approval notifications are sent only for the following request types:

BMC Helix Digital Workplace Catalog service requests
BMC Service Request Management service requests
BMC Helix Business Workflows cases
BMC HR Case Management cases
Change requests

If you submit a service request, you receive the following notifications depending on the notification type you select:

Status notification type	Notifications for end users
Submitted	You receive the following notifications: Request status change notification (Draft or Initiated) based on the service request workflow. Ordered request notification for all submitted service requests.
In Progress	You receive a request status change notification (Pending or In Progress) based on the service request workflow.
Waiting approval	You receive a request status change notification (Waiting approval) that the submitted service request is waiting for approval.
Rejected	You receive a request status change notification (Rejected) that the submitted service request was rejected by the approver.
Completed	You receive a status change notification (Completed) that the submitted service request was implemented and completed.
Closed	You receive a status change notification (Closed) that the submitted service request was closed.
Canceled	You receive a status change notification (Canceled) that the submitted service request was canceled.
Failed	You receive a request status change notification (Failed or Fault) based on the service request workflow.

Setting up end-user preferences

To set up a preference

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