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.

Displays only when "Revert to Original Value" functionality (that allows you to restore a previous value in an editable field by displaying a popup containing the original value) is enabled at the system level. Clicking the checkbox disables "Revert to Original Value" functionality at the user level.

Default is Yes. Determines if attachments can be uploaded when attaching Activities from the Email Add-In. See Creating Activities, Cases, Tasks, and Claim Notes from Outlook.

Can be set to use the ICS file location for an external calendar such as Exchange and Gmail. This exposes external calendar events on the ClientSpace calendar which allows you to combine your external calendar with your internal system calendar. You provide the URL to a shared calendar in this field. The external calendar events display as green and are not editable.

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.

Adds a custom signature message to Email Activities.

Use the rich text editor toolbar to make customizations according to your branding specifications:

Tips: 

• When selecting the color picker tool to change the text color or text background, there is a limited palette of colors available. To achieve an exact color to match your branding, use an online color selector tool or a desktop image editor's color selector tool to get the hex color code. Then select the View HTML  option on the rich text editor toolbar, enter the hex color code and click Update to save the change:

  

Note: You can use the View HTML option to make other changes and apply other custom effects that are not available on the toolbar.

• To add an image, such as a logo, drag and drop the image from your PC to the Signature field. Then, drag the corners of the image. (It will resize proportionally.)

• Consider experimenting with adding a table with transparent borders and embedding an image (such as a logo) and any nearby text within its cells to hold those elements in place and control alignment and spacing between them as shown in the example below:

  

  Drag the cell borders of the table cells to adjust cell widths and achieve the desired spacing.

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.

Auto-filled when using a Template User.