Personalizing Your User Profile

You can add modules to your modules bar to provide enhanced functionality and navigation.

You can also manage the order of modules that display in the modules bar. See User modules.

If your Home page contains the Workspace widget, you can set the default to Favorites or Recent Workspaces.

Default is enabled. Enables email notifications to external email, such as Gmail or Outlook.

Note: Keep in mind that if you disable this option and your email is used on a ClientSpace email template as an ad-hoc email recipient, you will not receive the email.

Can be set to use the ICS file location for an external calendar such as Exchange and Gmail. External calendar events display as green and are not editable. This feature allows you to combine your external calendar with your internal system calendar.

After you enter an external calendar URL in this field, you can click the Sync button (located on the right side of the External Calendar URL field) to send a request to connect to the external calendar and validate your settings.

See Adding external calendar events for more information about selecting a calendar.

When you enable this option, you can:

• Assign a Back Up User to receive your notifications for items such as cases and tasks while you are away.
• Establish a Start Date and End Date for your out of office period.

• Reassign your cases and tasks to the Back Up User while you are away.

   

  Note: Case and task reassignment requires your Global Admin to enable the Reassign During Out Of Office feature. This feature is an optional enhancement to the Enable Out of Office feature which can be set in the PEO Configuration. When enabled, in addition to the Back Up User receiving notifications of new cases and tasks, new cases are reassigned to them while you are away. If the assigned OOO backup user is also marked "out of office" or is expired, inactive, or lacks appropriate case type access, ClientSpace then evaluates Case Type default backup assignment settings to determine an appropriate reassignment path.

See Enabling Out of Office option.

Select to establish the user with admin rights to ClientSpace.

Select this option to indicate that your Global Admin user password never expires. If you select this option, the system disregards the Password Reset password settings. If you do not select this option, the system uses the value in the Password Reset password settings to determine when your user password expires. See Configuring your ClientSpace authentication settings.

Select this option to require the user to change their password on the next login.

Select this option to allow the user to create workspaces.

Enables users to select whether to receive escalation notices for tasks in the system.

When this field is selected, the user receives an email with their username and login instructions.

Auto-filled when using a Template User. 

Available when User Type = External. Determines the workspace an external user will be directed to after logging in.

Set a date to expire the user account.

Auto-filled when using a Template User.

This field is available when Authentication Type = Active Directory. Select an Active Directory Domain for this user.

Auto-filled when using a Template User. Used for Business Intelligence reports. See Configuring security in Business Intelligence reporting.