Histórico da Página
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Access the help center by clicking the icon , located in the upper right corner of the Edit profile pages, for specific information on this feature and links to related documentation. Learn more. |
Index
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Speaking of user preferences...
By editing the profile, the user can define your personal information, your picture and your preferences.
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In relationship clouds are presented the clouds in which he is inserted, when the cloud relationship feature is active. More information can be obtained in Relationship cloud.
Through the framework Substitutes you can define surrogates for the user, who will be responsible for performing the tasks during a given period of absence, for all processes or for specific processes.
It is also possible to edit the parameters of applications defined for it, if necessary, in the context parameters from the user.
Basic Path
Edit basic profile information
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01. Click Settings.
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The location of the Settings menu depends on the Theme selected by the administrator. In the classic theme, the menu is located in the upper |
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right corner of the |
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page and identified by a gear |
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-shaped icon . In the snowflake theme, it is in the upper left corner and is accessed through the user profile photo. |
02. Press Edit Profile.
03. On the tab General, trigger choose image to change the desired information related to the user's profile.
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05. Define the area of the picture that should be considered.
06. Press Save.
07. Change the desired information related to the user's profile.
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0408. Press Save.
Alternative Paths
Change Additional Data
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01. In the edition of the profile, press the tab additional data.
02. Change the desired information in the General information.
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Telephone Function Area Document default language |
03. Press choose image to change the profile picture, if desired.
04. Choose the picture to be sent.
05. Press Save.
Download user log
01. Click Download in the Additional information tab, located in the Log control chart.
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Define subject of interest
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01. In the additional data, on the subjects that I wish to be notified, select your subject of interest within Subjects available.
02. Press the right arrow to send it to the Selected Issues.
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Subjects defined as mandatory by the administrator cannot be moved. After defining the subjects I follow | ||
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When defining issues of interest, the user shall will receive notifications regarding about the updating updates of the documents related to the subject when if both the subject and the document are parameterized to send notification. documents are part of the notification parameters. For more information, go to Subjects. |
03. Press Save.
Add Substitute
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01. In the additional data, on the Substitute, press Add.
02. Enter the requested information;
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User who will replace Initial Date End Date Replace the user in
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03. Press Configure.
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This button is only enabled when the selected option in the field "replace the user in" for "selected processes". |
04. Under available processes , select processes that must be considered in the replacement and trigger the right button to send them to the selected processes.
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To remove a process from the selected processes framework ", just select it and press the left arrow key to return it to the table" available processes "and not consider it in the replacement. |
05. Press Confirm.
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This step is only necessary when you make the selection of cases to be considered in the substitution. |
06. Press Save.
Edit Substitute
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01. In the additional data, on the Substitute, mark the substitute user to be edited.
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03. Change the chosen information.
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You can change the dates comprising the period of substitution and the processes to be considered. You are not allowed to change the substitute user. If you need to perform this type of change, it is necessary to create a new user record replacement. |
04. Press Save.
Delete Substitute
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01. In the additional data, on the Substitute, mark the substitute user to be deleted.
02. Press Remove.
03. Press Confirm.
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Access the help center by clicking the icon , located in the upper right corner of the Edit profile pages, for specific information on this feature and links to related documentation. Learn more. |
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Informações | ||
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This documentation is valid from update 1.6.5 - Liquid on. 10 on. If you use an earlier version, it may contain information different from what you see in your platform. |
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