To access personal settings, select Quick menu > Personal Settings or click the Personal Settings hyperlink on the top of the User form.

Each user when logged into the application under personal credentials, can specify her/his preferences by using this form. Some of the settings define default values to automatically populate the fields of documents which this user creates.

Note. The options selected on the form take effect once you close the form.

Make sure that the correct user is selected in the User field. 

Note. For  Administrator (a user with the Administrator profile), the User field is enabled so that Administrator can select options for assigning to any user. For a user without Administrator profile the User field is disabled.


The Personal Settings form. Standard Settings

The following tabs are available on the form:

  • Common Settings: For specifying general settings applicable to multiple modules.
  • Default Values: For specifying default values applicable to multiple documents.

Notice the Show Advanced Settings check box at the bottom of the form – you can click it to make advanced options available on this form.

 
The Personal Settings form. Advanced Settings

If the Show Advanced Settings check box is selected, the following additional tabs become available:

  • Document Attribute Positions: These settings define for each type of document the position of specific data – in document header or in document lines. For example, if Project is located in a document header, all document lines are associated with this single project. If Project is located as a column in a table (document lines) then each line can be associated with a specific project.
  • Multi-Pick Settings: These settings define additional information to be shown in a form for selecting multiple objects of the same type - this information should help the user to make the selection.
  • File Operations: These settings provide options facilitating work with files associated with the application.

 Any user can use the hyperlinks at the top of the form to access the user's master record (Main), personal settings and change a password, contact email address or interface language. 

See also

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