Deutsch
|
English

The User Profile

FM-Portal

IC1497
FM-Portal
Case worker

Path to the user profile: Click "User Profile" in the system bar

On the “User Profile” page, you can make changes to your user profile:

Edit personal information

Update your personal information yourself, such as your current email address, time zone, or preferred notification method.

Set your preferred home page

You can choose whether you want to see the dashboard, the service list, or the service tiles first after logging in to the portal.

View the user groups you belong to

Under “My User Groups,” you can see which groups you’re a member of. This helps you identify any missing permissions.

Manage Favorites

Lists can be added to your favorites using the “Add to Favorites” button (top left, when the list is open). You can then rearrange or delete them via your user profile using drag-and-drop.

Set the number of rows in lists

In the footer of each data list, you can individually specify how many rows the list should display. This also applies to lists within forms (ListConnects).

To make this feature easier to use, users can set a default value for each of the two list types in their user profile.

Toggle Clients Visible/Invisible

Each logged-in user can specify in their user profile which of the clients assigned to them are actually displayed in the interface. 

This setting affects internal processes in that users can now choose to actively hide specific clients—for example, those containing archived information—from the eTASK interface without losing access to them. Users see all information when either all clients are visible or none are visible. By default, all clients are unselected in the user profile, meaning they are visible.

War dieser Artikel hilfreich?