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Difficulty: starter

Content

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Learning Objectives

After reading this article, you’ll be able to:

  • Open your user profile and understand the most important personal settings.


Changing your personal settings

You can adjust your personal settings via the ‘My settings’ button on your startBoard.

Info

Depending on your access rights some settings explained in this article might not be visible or editable for you.

Change profile photo

In the PHOTO field you can change your profile picture. There are several options for this:

  • '…': Dag- and drop a new photo or select a previously uploaded photo.

  • Paperclip symbol: allows you to select a file from your computer.

  • Use the 'x' to unlink the profile picture. No profile picture is now shown anymore

Change language

Via the language setting you can select one of the supported languages. After selecting a langues, your browser will refresh and apply the new setting.

Enable delegation

In Workplace Management users get tasks via a workflow. For example approve a work order or to extend a contract. When absent (holiday/illness), delegation can be enabled. When enabled your tasks will also appear in the task list of the delegate contact. To enable delegation:

  1. Set ‘Delegation = yes’;

  2. Choose the colleague to whom you want to delegate your tasks in the field “Delegate tasks to”. This field is mandatory;

  3. The fields ‘Delegation active from’ and ‘Delegation active until’ are optional.

Settings tab

Due to access restrictions the settings tab might not be available for you. Frequently used settings are explained in the table below.

Setting

Description

REPORTING

PDF font size

Font size when exporting data to e.g. Excel or PDF. When the field is left empty a default font size of 8 is used.

INTERFACE

Default value 'Only open'

Determined the default value for ‘Only open' when using a search(view) page. When set to 'yes’ Workplace will only return open objects. A reservation in the past will for example not be returned.

Remember only open

When enables, changing the filter value ‘Only open’ will be remembered until the user is logged out.

Recently used objects

Number of object/ pages shown on the user’s history page. Default is 10, minimum number of objects/ pages shown is 1. The setting will be active the next time you login.


Summary

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  • Access your personal settings via the ‘My settings’ button;

  • You can use delegation when you’re absent.

Exercise

  •  N/A

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