My User Options

Access to My User Options is set via Group Access. On this page a user can manage their own settings from passwords to list defaults. This section also give access to setting up the Microsoft Office 365 calendar sync. To access My User Options click on your name in the top right hand corner of the screen:

General User Details

The options on this tab are:

• Full Name - This is the users display name that will appear on dropdowns and reports.
• Username - The user name used to log in, this cannot be changed here (see Users to change the username).
• Password - Click the 'Change' button to change your password. Enter your new password twice and click save to update. This will update your password on the system you are logged into, if you have a training system you will need to change your password on there as well.
• Work Telephone Number - This is the users office/work number.
• Work Email Address - This address can be used when sending emails from the system.
• Password Recovery Email Address - This option is control by Group Options in Group Access. This allows the user to enter an email address to use if they forget their password.
• General Display Style - Select the required display type from the drop down list.
• Page Tint - This will change the background colour (shades of grey) of the main page section to reduce screen whiteness.
• Default Text Size - Select the required text size, this will enlarge or shrink the text displayed in the system.
• Use Access Keys - Select yes to activate access keys, this are used to navigate the system using the keyboard.
• Home Page - This is the landing page when logging in or when the home button is pressed.

Referrals/Actions Settings

On this tab the user can change the way actions are displayed in certain sections of the system.

Action List

These settings control how the action list displays.

• Own, Selected or All Users - Select which actions are viewed. This option is ideal for managers/supervisors.
  • All User Entries - Displays all actions/contact entered by all users or assigned to all users. This is specified by the view selection.
  • Own Actions Only - This will display actions either entered by the user or set to be down by the user. This is specified by the view selection. Recommended to set to 'Own Actions Only' to view current work load.
  • Selected users only - This will display the actions specified by view selection for the selected users. This is ideal if you use dummy users for waiting list or pool contacts and for team managers/supervisors.
• Days to show into Past - the number of days in the past to display. If the user wishes to see their outstanding actions then this is best set to 9999 as this will display all outstanding work.
• Days to show into Future -

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The options on this tab allow you to;

• Change your display of the Referrals Diary (rarely used)
• Change your display of the Action List
• Control how referrals and actions display in the History tabs.