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Changing Personal Settings & General Preferences

Users can change their personal information on the Personal Information tab.

  1. From the username drop-down, select Personal Settings.
  2. Click on the Personal Information tab if it does not open up by default.
  3. Enter or modify fields as necessary.
  4. Click the Save button at the bottom of the page.

General Preferences gives users customizable settings.

preferences

  • General Settings
    • Items Per Page: Pick the number of items to display on a given page. 20 is the default.
    • Item Deletion: Select to receive or not receive a confirmation prompt when deleting an item from the portal.
    • Folder Deletion: Select to receive or not receive a confirmation prompt when deleting a folder from the portal.
    • Task CompletionSelect to receive a confirmation prompt when completing a task.
    • Default Contact Category: For Personal Contacts, select the default category that displays when first going to the Contacts module.
  • Portal Interface
    • Select the desired portal interface.
  • SMS Settings
    • Enter a mobile number and carrier to enable SMS notifications for reminders.
  • Calendaring Setting
    • Sets a default calendar event reminder time.

Changing a Password

Follow these steps to change a password.

  1. From the username drop-down, select Personal Settings.
  2. Click on the Account tab.
  3. Users can change their passwords on this tab by filling in their current password and then entering their new password twice. Once completed, users can enter a hint question and answer. Once completed, click the Save button at the bottom.

    Change Password