The My Account tab allows the User to:
Edit personal information and notification preferences
Reset their Username and password
Set Password questions, if enabled in the system
Select the Default Portal and Home tab landing page
Set a Time Zone and Date Format.
NOTE:Fields imported through an LDAP or Active Directory server cannot be changed.
To edit account information:
Select Home>My Account
The Account Information screen appears.
Click Edit
Make the required changes
Account Information |
|
---|---|
First Name |
First name of the Account User. If account information is imported via LDAP or Active Directory, First Name will not be editable. |
Last Name |
Last name of the Account User. If account information is imported via LDAP or Active Directory, Last Name will not be editable. |
Username |
Username name of the Account User. |
Password |
Password reset. |
Confirm Password |
Re-enter the password to confirm correct entry of the selected password. |
Password Question One/Two |
Select questions that are to be asked when the Lost Password link is selected in the Login Page and the challenge questions are required to verify Users details before re-sending the system password. (These fields are displayed when Password Questions option has been enabled in Setup>Privileges>System.) |
Answer One/Two |
Enter the answers to the questions. |
Default Portal |
Where a User has more than one Role, the Default Role will be the Role used at login. |
Default Home |
The User can define the tasks Home tab or the Dashboard tab as the default landing page when they log into the system. |
Preferred Communication |
Select Email or SMS as the preferred method of receiving updates from the system. This field is visible if the User also has a Customer Role in the system and the Customer Defined Contact option is enabled in Setup>Privileges>CustomerTab. It only applies, when the Team has the Customer Notification option set to Customer Defined. |
|
Email address for the Account User. |
Receive Notification |
When set to No the User will not receive system-generated emails when requests are created or updated. Irrespective of the setting in this field when a request is escalated to a User, an email notification will be sent. |
Phone, Mobile, Pager |
Telephone, mobile and pager details. If these fields are imported via LDAP or Active Directory they will not be editable. |
Date Format |
Preferred date format. |
Country |
When Country details are entered, if the Country has States, a States list will be displayed. (If the option is not available is the displayed list, additional options can be configured by the Administrator in Setup>Localization> Regions.) |
Time Zone |
User's Time zone |
Available for Chat |
Using this option Users can select whether they are available for a Chat request, when the Chat facility is enabled. |
Click Save.
If a User does not wish to receive email notifications when they are assigned a new request, or when changes are made to a request (i.e., a new request Note has been logged by the Customer) set the Receive Email option to No.
It should be noted that regardless of what is selected for the Receive Email option, if a request is escalated to the User, a notification email is forwarded to them by the system.