The user profile screen contains information about a particular infoRouter user.
infoRouter users can access this screen from their "Personal Dashboard" screen.
Authorized users can access this screen to view the user profile for other users.
This can be done through the "User Management" link in the infoRouter Control Panel.
- General Profile
- Settings and Preferences
- Task redirection
- The Profile Sidebar
As a user, you can only change your password in this section. All of the other
parameters can only be defined and edited by the System Administrator or authorized users
such as members of the "User Managers" system user group.
To change your password, click on the properties icon next to the password
field. You will be prompted for your new password twice to confirm that you
have entered the new password correctly and consistently.
As a user, you can set all the parameters in this section.
- "Language Preference" defines your language setting. All infoRouter messages
including screen labels will be presented in the selected language.
- The "Default Portal" setting takes effect as soon as you log in from the system
default portal page. You will be routed to the selected portal after you log in.
- The "Email" setting defines your email address. This email address will be used
by infoRouter to send out email notifications.
- Notification Type
- None: This option will disable all email notifications from infoRouter.
- Instant: This option will enable all email notifications to be sent to you as notification whenever events occur.
- Daily: This option will disable instant notifications and infoRouter will generate daily reports. This report will be a consolidated report of all
notifications.
- Email Type
- HTML: This option will generate HTML formatted email notifications
- TEXT: This option will generate TEXT formatted email notifications
- Attach Documents to email.
When selected, infoRouter will attach documents to notifications where it
applies. Otherwise, the notifications still go out but no documents are attached.
This section allows users to redirect task assignments to an alternate user during a specified time period.
Please note that this only works on future task assignments and not the existing tasks.
- Global Group Memberships
This link displays a list of "Global user Groups" to which the user belongs.
This link is only visible to the System Administrator.
- Library Memberships
This link displays a list of "Libraries" to which the user is a member.
This link is only visible to the System Administrator.
- Local Group Memberships
This link displays a list of "Local groups" by library to which the user is a member.
- Subscriptions
This link displays the documents that this user has subscribed to.
- Documents and Folders
This link displays the documents and folders owned by this user
- Checked out documents
This link displays the documents that are checked out to this user.
- Authored documents
This link displays the documents this user has authored.
- View Log
This link displays the documents this user has viewed.
- Worflow Roles
This link displays a list of all folders where the user has been assigned the role of a reviewer. Use this link when you are trying to delete a user or to simply find out where the user has been given the role.
- Send welcome email
This link allows administrators to send welcome emails immediately after creating the user.
Note:
Usernames cannot be changed by users. Only System Administrators can change
usernames. No one, including the System Administrator, can see your password.
Pick a password that will be difficult to guess, but easy for you to remember.
If you forget your password, click on the "Forgot Password" link or contact
your System Administrator for a new password.
Next Topic is Recent Documents
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