To define the user profile

The procedure to define the user profile is as follows:

1. Navigate to Profile (). The Profile window is displayed for the current user.
2. Click on Home Panes. The Home Panes tab is activated.
3. Apply the 'drag and drop' technique to transfer each required data widget from the Select from list into the Selected panes area.
4. Repeat steps 2 and 3 for Home Tiles, Asset Panes and Contact Group Panes, as required 1.
5. Click on Contact Tiles. The Contact Tiles tab is activated.
6. Apply the 'drag and drop' technique to transfer each required 360 view tile from the Select from list into the Selected panes area.
7. Use the Consolidated View () or Expanded View () icons to control how the underlying data is presented on each tile.
8. Where applicable, use the Configuration () icon to define the behaviour of each tile: (a) Using the Colour drop-down field, select the desired background colour to emphasise key indicators i.e. Purple, Dark Grey or Light Grey; (b) Enter the desired attribute or threshold value to control any applicable alert trigger; (c) Click on Confirm - the appearance of the tile reflects the chosen configuration settings 2.
9. Click on Save 3.

Note

1 Based on the user selections, the system will automatically align the panes and tiles into the most logical order.

2 In consolidated view mode, an activated alert is denoted by a RED tile background; in expanded view mode, individual entries satisfying the alert condition are annotated with an exclamation mark () icon.

3 Once saved, the changes will be applied automatically to all related forms; there is no requirement for the end user to first log out of the system.

See related topics...

Defining the user profile overview

Understanding the contact summary 360 view

To change a user password

To enable MS Word templates for communications