When you click My Preferences a new window opens as displayed in figure: My Preferences. This allows you to view and edit user information and to set your own preferences.
Most of these fields are self-explanatory. The highlighted fields in figure: My Preferences are fields that serve special purposes and are explained in the following table:
Table 1. List of special fields at My Preferences
| User Login & Role - Admin: | If the check box is marked, the user has administrator privileges. This field cannot be edited by a user; it can only be changed by the administrator. |
| User Login & Role - Role: | This field displays the role assigned to the user. This field cannot be edited by a user; it can only be changed by the administrator. |
| User Login & Role - Status: | This field shows whether a user is active (only important for administrators). Inactive users are not allowed to access the CRM system. This field cannot be edited by a user; it can only be changed by the administrator. |
| More Information - Signature: | This defines the signature which is automatically added to outgoing e-mails. |
| More Information - Internal Mail Composer: | This defines whether the internal CRM mail composer is used when clicking on an e-mail address. If switched off the mail composer installed on your computer is used. |
| More Information - Reports To: | Here the supervisor of a particular user is defined. This does not influence the security settings at all. |
| User Photograph: | Here an image or photo of an user can be stored. |
| Home Page Components: | This defines which CRM information is displayed at the users home page. |
| Tag Cloud Display: | This defines whether the tag cloud is displayed. |
| My Groups: | If a user is a member of a group, a list of the membership is shown. |
| Login History: | That displays the login history for the CRM system. |
Every user can define and change his own password. It is recommended to change the password frequently.
![[Important]](../../images/userManual/important.png) |
Important |
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User name and passwords have to be a combination of small or capital letters and numbers. It is recommended that you use at least 8 digits. As more digits you have, the more secure CRM access is. The use of special characters such as %, / or umlaut (such as ä, ö, ü or ß), as they are used in other languages, is not allowed. A good password for example looks like Dhe4K39b. User names once created cannot be changed. However, you might create a new user and transfer all data to the new user. |
Click on the [Edit] button to make changes. Alternatively you may move your mouse pointer over an entry. An edit function is then offered, which you can use to change one particular entry.
The View Audit Trail button is only functional, if the CRM system administrator enables this function.
The order and the content of the blocks shown at Home can be modified for each individual user. You may change the display order of these blocks at home by drag and drop. You may change the content by clicking [My Preferences] and the [Edit] button. Mark the information blocks you want to see at your home page display.
In addition, you may define the conditions of displaying entries such as the Default Lead View and Default Calendar View.
