My User Options

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The Edit User Details page allows you to edit your own user options.



Accessing the Edit User Details page

At the top of every page in the system is a link titled "User Options For"... and then your username. Clicking on this link will bring you to the Edit User Details page.


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General User Details tab

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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.
  • Username: the name you use to log in; this is not editable.
  • Password; if you wish to change your password, click "Change".
  • Main email address; used for communication, for example in mail merges and in system generated emails.
  • 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.
  • 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 tab

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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.