Difference between revisions of "My User Options"

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(General User Details)
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The options on this tab are:
 
The options on this tab are:
  
* Full Name: changing your name here will change the display of lists and reports, but will not change your login details.
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* '''Full Name''' - This is the users display name that will appear on dropdowns and reports.
* Username: the name you use to log in; this is not editable.
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* '''Username''' - The user name used to log in, this cannot be changed here (see [[User Settings]] to change).
* Password; if you wish to change your password, click "Change".
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* '''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.
* Main email address; used for communication, for example in mail merges and in system generated emails.
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* '''Work Telephone Number''' - This is the users office/work number.
* Password Recovery Email Address; you can add an email address here for a link to be emailed if you forget your password. If you set a password recovery email address, the system will send a verification check email to this address before activating the password recovery feature.
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* '''Work Email Address''' - This address can be used when sending emails from the system.
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* '''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.
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* '''General Display Style''' - Select the required display type from the drop down list.
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* '''Page Tint''' - This will change the background colour (shades of grey) of the main page section to reduce screen whiteness.
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* '''Default Text Size''' -
 
* Home Page: the page that you are taken to when you log in.
 
* Home Page: the page that you are taken to when you log in.
* General Display Style; the system has various preset display styles which you may like to try out. These include large font and high contrast versions.
 
 
  
 
=Referrals/Actions Settings=
 
=Referrals/Actions Settings=

Revision as of 11:12, 6 February 2019

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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:

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General User Details

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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 User Settings to change).
  • 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 -
  • Home Page: the page that you are taken to when you log in.

Referrals/Actions Settings

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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.

3rd Party System Access